Add Smartlead to your AI agent
Smartlead is a sales engagement platform for managing cold email campaigns, leads, sending accounts, inbox activity, deliverability, prospecting, and sender provisioning.
- Things your agent can do in Smartlead
- 19
Things your AI can do in Smartlead
Your FormWise AI can handle any of these in Smartlead — on its own, without you needing to click a button.
Create Draft Campaign
Create a new campaign in DRAFTED status. This creates persistent account data but does not send email or start the campaign.
Create Smart Delivery Folder
Create an organizational folder for Smart Delivery tests. This creates persistent data but does not run or send a test.
Delete Campaign
Permanently delete a campaign and all associated sequences, mappings, and statistics. This is irreversible and requires explicit confirmation.
Delete Smart Delivery Folder
Delete an empty Smart Delivery folder. The folder must contain no tests, and deletion requires explicit confirmation.
Get Campaign
Get configuration and performance summary for one Smartlead campaign by ID.
Get Campaigns
Get configuration and performance summaries for 1-20 Smartlead campaigns. Returns one success or failure result per campaign ID.
Get Smart Delivery Test
Get the documented configuration for one Smart Delivery spam test by ID.
Get Smart Prospect Usage
Get Smart Prospect lead-search metrics, fetch counts, daily limits, and available credit balance. This read does not consume credits.
List Campaigns
List campaigns visible to the connected Smartlead account, optionally for one client.
List Smart Delivery Folders
List folders used to organize Smart Delivery tests.
List Smart Delivery Tests
List Smart Delivery spam and inbox-placement tests. This POST endpoint is read-only and does not create or send a test.
List Email Accounts
List connected sending accounts with health, warmup, usage, provider, and campaign filters. Credential-like response fields are always removed.
Show 7 more things it can do
List Inbox Replies
List lead replies across campaigns from Master Inbox using bounded filters and one page at a time. This reads email content but does not send or modify messages.
List Smart Prospect Industries
List and search Smart Prospect industry filter values without searching contacts or consuming contact-fetch credits.
List Purchased Smart Senders Domains
List domains already purchased through Smart Senders. This is read-only and does not purchase domains or provision mailboxes.
List Saved Smart Prospect Searches
List saved Smart Prospect search definitions without executing them or consuming contact-search credits.
List Smart Senders Vendors
List Smart Senders marketplace vendors and current domain/mailbox pricing without placing an order.
Search Available Smart Senders Domains
Check Smart Senders marketplace domain availability for a vendor. This read-only search does not purchase a domain, place an order, or provision mailboxes.
Search Smart Prospect Contacts (Consumes Credits)
Search one page of Smart Prospect contacts. The initial call and every explicit continuation may consume credits; inspect usage first, choose the smallest useful limit, and confirm each page.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Smartlead is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Smartlead, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Smartlead for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Smartlead work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Smartlead to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Smartlead in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Smartlead.
- 3
Hit "Connect"
Click "Connect Smartlead" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Smartlead
Build a quick AI Agent (it's like writing instructions, not code), and pick the Smartlead actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Smartlead for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Smartlead workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Smartlead users had before signing up
Do I need to know how to code?
Not even a little. If you can use Smartlead today, you can set this up. You'll connect Smartlead, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Smartlead login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Smartlead or delete everything any time.
What happens when Smartlead updates their app?
We handle it. When Smartlead adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Smartlead takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Smartlead — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Smartlead on FormWise
Smartlead is a sales engagement platform for managing cold email campaigns, leads, sending accounts, inbox activity, deliverability, prospecting, and sender provisioning.
Connect Smartlead once and your FormWise AI gets 19 things it can do inside it. That means your AI can handle the Smartlead work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Smartlead? Take a look at app.smartlead.ai.
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Stop doing the Smartlead work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
