Automate Your Lead Tracking | Smartlead.ai, Make.com, OpenAI

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Automate Your Lead Tracking with Smart Lead, OpenAI, and Make.com

In this video, we walks through the process of automating lead tracking using Smart Lead, OpenAI, and Make.com. Say goodbye to manual email categorization and hello to a streamlined process that automatically updates your CRM with lead statuses like 'interested', 'not interested', or 'out of office'.

What you'll learn:

• How to set up a webhook in Make.com to automate email replies.
• How to connect your CRM or lead list to automate lead tracking.
• How to use OpenAI to categorize email conversations.
• How to clean up email data for AI processing.

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Chapters:

0:00 Introduction
1:01 Setting up Webhooks
2:11 Connecting to CRM
3:20 Getting conversation history
6:10 Using OpenAI for Categorization

Thank you for watching! If you enjoyed this video, please like and subscribe. Let me know in the comments what other topics you'd like to see. See you in the next video!

🔗 Links and Resources:
Webhook documentation: https://help.smartlead.ai/smartleadai...
How to connect OpenAI:    • OpenAI API For Beginners (ChatGPT + M...  
Personalize cold emails with Make.com and ChatGPT:    • How I personalize 1000 cold emails wi...  
Build a lead qualifier:    • I qualify leads with this AI agent in...  
Free training on AI agent booking calls:
https://yomitech.io/ai-outbound-train...