Integrations / AI Sales Tools
Connect Smartlead to WhatsApp: campaigns by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Smartlead once, then ask Flann to look things up in it or get work done in it, by text or voice note. Customer records are only as good as their last update. With Smartlead connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.
24 actions in Smartlead. 16 only look things up, and 8 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Smartlead
Send any of these on WhatsApp, in your own words. Flann finds the right Smartlead action and fills in the details from the conversation.
“Look up the campaign in Smartlead.”
“Show me my campaign leads in Smartlead.”
“Show me my email accounts in Smartlead.”
“Send an email from Smartlead.”
“Delete the campaign in Smartlead.”
“Create a draft campaign in Smartlead.”
What Flann can work with in Smartlead
Smartlead gives Flann 24 actions across 13 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Campaigns | deletelook up | 4 |
| Campaign leads | deletelook upresume | 3 |
| Smart delivery folders | createdeletelook up | 3 |
There are three ways to get campaigns work done in Smartlead. Side by side:
| Compare | In Smartlead yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on SmartleadYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about campaigns | Filters and searches you run yourself | Only the look-ups someone built | 16 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 8 changes, made from a message |
| Smartlead records | All of them, one screen at a time | Only the ones you wire up | 13 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Smartlead API key, once |
YesPartlyNo
Step by step: Smartlead jobs you can hand to Flann
Each step below names the Smartlead action Flann actually runs.
Clean up campaigns you no longer need
- You message Flann on WhatsApp: “Which campaigns in Smartlead are out of date? Remove the ones I confirm.”
- Flann runs
List Campaignsin Smartlead and shows you what it found. - Flann runs
Delete Campaignin Smartlead. - Each removal is confirmed in the chat.
Fix a campaign lead without opening Smartlead
- You message Flann on WhatsApp: “Change the campaign lead in Smartlead: here is what is different.”
- Flann runs
List Campaign Leadsin Smartlead and shows you what it found. - Flann runs
Delete Campaign Leadin Smartlead. - Flann makes the change in Smartlead and confirms in the chat.
Create a smart delivery folder from a voice note
- You message Flann on WhatsApp: “Create a smart delivery folder in Smartlead with these details.”
- Flann runs
List Smart Delivery Foldersin Smartlead and shows you what it found. - Flann runs
Create Smart Delivery Folderin Smartlead. - Flann creates it in Smartlead and confirms in the chat.
Repetitive Smartlead work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Smartlead. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Smartlead tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Smartlead so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Smartlead. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Smartlead.”
Pulling every task and callback due today from Smartlead, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Smartlead
- Open Connectors in Flann and choose Smartlead.
- Paste your Smartlead API key into the secure form Flann opens. You will find the key in your Smartlead account settings.
- From then on, message Flann on WhatsApp. It works in Smartlead whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Smartlead. You can disconnect Smartlead from Connectors at any time.
Ways to use Smartlead with Flann
Move deals forward
Tell Flann a deal closed or stalled.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Smartlead in a few lines you can read in a queue.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Smartlead and asks you to confirm.
Everything Flann can do in Smartlead
The full list of Smartlead actions available to Flann once you connect it.
Looks up 16
- Get Campaign
- Get Campaign Statistics
- Get Campaigns
- Get Smart Delivery Test
- Get Smart Prospect Usage
- List Campaign Leads
- List Campaigns
- List Email Accounts
- List Inbox Replies
- List Purchased Smart Senders Domains
- List Saved Smart Prospect Searches
- List Smart Delivery Folders
- List Smart Delivery Tests
- List Smart Prospect Industries
- List Smart Senders Vendors
- Search Available Smart Senders Domains
Changes 8
- Create Draft Campaign
- Create Smart Delivery Folder
- Delete Campaign
- Delete Campaign Lead
- Delete Smart Delivery Folder
- Resume Campaign Lead
- Search Smart Prospect Contacts (Consumes Credits)
- Send Single Email
More AI Sales Tools apps Flann works with
Common questions
What can Flann do with campaigns in Smartlead?
Flann can delete and look up campaigns in Smartlead, using 4 actions (Delete Campaign, Get Campaign, Get Campaigns, List Campaigns). Looking up runs straight away and changes nothing. The other actions create or change campaigns in Smartlead.
What can Flann do with campaign leads in Smartlead?
Flann can delete, look up and resume campaign leads in Smartlead, using 3 actions (Delete Campaign Lead, List Campaign Leads, Resume Campaign Lead). Looking up runs straight away and changes nothing. The other actions create or change campaign leads in Smartlead.
How does Flann connect to Smartlead?
Open Connectors in Flann, choose Smartlead and paste your Smartlead API key into a secure form. You will find the key in your Smartlead account settings. Once it is connected, Flann can use 24 actions in Smartlead.
Can I use Smartlead from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Smartlead for you. You do not need to open Smartlead.
Does connecting Smartlead cost extra?
No. Smartlead is included in every Flann plan, along with every other app Flann connects to.