Marketing · CONNECTIONList SmartReach campaigns and prospects, and add prospects to lists.
Explore 3 workflow actions for SmartReach, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a prospect with their name, company, location, time zone, list and custom fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List campaigns with their status and send, open, click and reply counts.
List prospects, 500 a page.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in SmartReach. A saved workflow is not a completed provider action.
