Build Smartlead forms with Paperform

Smartlead is a cold email outreach platform that helps you automate your email campaigns, track engagement, and manage leads.

Paperform connects to Smartlead directly through Stepper workflows.

Each submission can create or update a contact or deal in Smartlead, so nobody re-types leads.

How Smartlead connects to Paperform

Direct methods run inside your Paperform account. Zapier and Make are there too if your team already uses them.

Stepper workflows

Direct

Run a Stepper workflow when someone submits your form: 12 Smartlead actions and 6 triggers, included in your Paperform account.

  1. Open Stepper from your Paperform account and create a workflow.
  2. Start it with the Paperform “New Submission” trigger and choose your form.
  3. Add a Smartlead step, connect your account and map the submission’s answers to its fields.

Smartlead actions in Stepper

  • Create Campaign
  • Get Campaign
  • List Campaigns
  • Delete Campaign
  • Add Lead to Campaign
  • Get Lead by Email
  • Update Lead Category
  • Pause Lead
  • Resume Lead
  • Unsubscribe Lead from Campaign
  • +2 more

Smartlead events that can start a workflow

  • New Email Reply
  • Email Opened
  • Email Link Clicked
  • Email Sent
  • Lead Unsubscribed
  • Lead Category Updated

What your form sends to Smartlead

For example, with a Stepper workflow the “Create Campaign” action takes these fields. Map each one to a question on your form, and every submission fills them in.

Smartlead fieldQuestion on your formRequired
Campaign NameShort answerYes
Client IDDropdown or choiceNo

Start from a template

Pick a template, then connect it to Smartlead. There are 30,000+ in the templates directory.

Related

More crm & sales integrations · Marketing operations · Lead forms

Questions

Bring us the workflow that keeps breaking

Start with the one form whose data never quite lands where it should. Connect the rest when you're ready.

Start building