SmartLead Integration

Steps to Connect Smartlead

Step 1 — Open the Smartlead Integration

In MasterInbox, navigate to Integrations and click on SmartLead

Step 2 — Add Your API Key

1. Log in to your SmartLead account

2. Go to Settings → API Key

3. Copy your API Key

4. Paste it into MasterInbox

Step 3 — Select a Client Account

Choose the client account you want to connect with MasterInbox

Step 4 — Configure DNC Settings

Select the DNC (Do Not Contact) lists you want to apply

Step 5 - Set Exclusive Tags

Exclusive Tags let you control exactly which contacts are synced between SmartLead and MasterInbox.

When this is enabled, only prospects with the selected tags will sync.

Everyone else is ignored.

Think of it as a filter at the door.

Why this is useful for agencies:

• Prevents clutter from syncing every lead

• Keeps inboxes clean and focused

• Helps manage multiple clients and campaigns safely

• Avoids mixing test leads, warmups, or internal contacts with real prospects

Example use cases:

Agency with multiple clients

• Tag prospects as Client A, Client B

• Enable Exclusive Tags

• Select only Client A

  👉 Only Client A’s prospects sync into MasterInbox

SDR / BDR team

• Tag prospects as Hot, Warm, Cold

• Enable Exclusive Tags

• Sync only Hot

  👉 Team focuses only on high-intent replies

Campaign-specific syncing

• Tag prospects as Webinar, Cold Email, LinkedIn

• Enable Exclusive Tags

  👉 MasterInbox only shows replies from the campaign you care about

Best practice:

• Use clear, consistent tags

• Avoid syncing everything by default

• Turn this ON when handling multiple campaigns or clients

Step 6 — Sync Labels

You have two toggles here:

• SmartLead → MasterInbox: Syncs labels from SmartLead into MasterInbox

• MasterInbox → SmartLead: Syncs labels created or updated in MasterInbox back into SmartLead

Important — only enable one at a time.

Which one you enable depends on where your labeling happens:

• If you're using AI labeling on MasterInbox → enable MasterInbox → SmartLead

• If you're doing your labeling inside SmartLead → enable SmartLead → MasterInbox

Step 8 — Configure Prospect Sync Options

• Enrich Prospect: When toggled ON, MasterInbox will automatically fetch additional information about your prospects from SmartLead. This includes any custom fields you've added in SmartLead — all of this data will appear in the side panel inside MasterInbox.

• Campaign Data: When toggled ON, the campaign name will sync from SmartLead into MasterInbox.

  If you work with overlapping leads across multiple clients, it's recommended to keep Campaign Data turned OFF. This helps avoid confusion when the same prospect appears in different client campaigns.

Enabling these ensures that all relevant prospect and campaign insights are always up-to-date in both tools.

Step 9 - Submit to Integrate

Once all toggles and settings are configured, click Submit to complete the integration.