How the Workflow Functions
Connecting Your Marketing Stack with Powerful Automation
Technical Components:
- Data Extraction: Automatically pulls campaign metrics from Smartlead via API
- Data Storage: Organizes information in a PostgreSQL database for reliable tracking
- Cross-Platform Matching: Maps Smartlead contacts to HubSpot lifecycle stages
- Performance Analysis: Processes data through custom functions to generate insights
- Automated Reporting: Populates Google Sheets with comprehensive metrics and KPIs
The workflow includes step-by-step setup guides for PostgreSQL, Google integration, and Smartlead configuration, making implementation straightforward even for teams with limited technical resources.