Lead generation agencies
Send each client a weekly report of emails sent, replies and positive replies.
Read campaigns, results by day, sequence steps and A/B variants, email accounts and replies from a Smartlead account, including each client of an agency account. You can allow teammates and AI tools to start or pause campaigns, add leads, set a lead’s category, change an email account’s daily limit and turn warmup on or off. Allowed changes apply right away and are recorded in history.
Updated November 2026
| Campaign name | Emails sent | All replies |
|---|---|---|
| Dental practice owners · Midwest | 2,697 | 100 |
| Series A SaaS · Heads of Sales | 2,057 | 65 |
| Multi-location dental groups | 1,514 | 68 |
Send each client a weekly report of emails sent, replies and positive replies.
Compare sequence steps and A/B variants without exporting from Smartlead.
Watch warmup reputation and connection checks across every email account.
One account stays bound to each data source.
Changes stay off until you allow them. Allowed changes apply to Smartlead right away, and history keeps the values before and after.
Campaign totals, steps and daily results use UTC dates, up to 365 days; unique counts are filled for ranges of up to 30 days. Leads who replied include the category and company; names, phone numbers and custom fields are left out, and mailbox passwords are never read into reports.
Compare emails sent, replies, out-of-office replies and positive replies for every campaign, grouped by client.
Keep each email account’s connection checks, daily limit, sends today and warmup reputation in one sheet.
A teammate sets a lead from the Leads who replied report to Meeting Request.
Limit: History keeps the earlier category.
See the problem in your report, then make the fix in Datapipe instead of opening Smartlead, finding the record and retyping it.
Teammates and AI tools you allow can make changes without getting edit access to Smartlead.
Changes stay off until you allow them. Every change is recorded with who made it and the values before and after.
TodayLog in to Smartlead, find the campaign and pause it by hand.
With DatapipeYour Campaign performance report shows bounces climbing. Pause the campaign from Datapipe; its leads and sequence stay as they are.
TodayWait for a teammate with Smartlead access to start it.
With DatapipeStart the paused or draft campaign from Datapipe once the client signs off.
Starts, resumes or pauses one campaign in the connected Smartlead account. A started campaign begins emailing its leads on its own schedule; a paused one stops until it is resumed. Leads, sequence and settings stay as they are.
Supported fields: Campaign.
TodayCopy the details into Smartlead by hand.
With DatapipeA teammate adds the referral’s email, name and company to the campaign. Smartlead emails them on the campaign’s schedule.
TodayUpload a one-row CSV in Smartlead.
With DatapipeClaude adds the contact from your event list to the follow-up campaign. A lead already in the campaign or on the block list is skipped.
Adds one lead to a campaign. If the campaign is running, Smartlead emails the lead on the campaign’s schedule. A lead already in the campaign, unsubscribed or on the block list is skipped.
Supported fields: Email, First name, Last name, Company.
TodayOpen the reply in Smartlead’s inbox and change the category.
With DatapipeYour Leads who replied report lists yesterday’s replies. Set the right one to Meeting Request from Datapipe.
TodayGo through the inbox and recategorise each one.
With DatapipeClaude sets replies saying the person has left the company to Wrong Person, so positive reply counts stay honest.
Sets the category of one lead in one campaign, such as Interested or Meeting Request, as you would in Smartlead’s inbox. Use a category name exactly as Smartlead shows it. Positive reply counts follow the new category. The lead is not emailed or paused.
Supported fields: Category.
TodayOpen the email account settings and change the number.
With DatapipeYour Email accounts report shows a falling warmup reputation. Lower that inbox’s daily limit to 20 from Datapipe.
TodayEdit each account’s daily limit by hand.
With DatapipeRaise the daily limit for inboxes with a healthy reputation from Datapipe.
Sets the most emails one email account may send in a day, across all its campaigns. Warmup emails are not counted.
Supported fields: Emails per day.
TodayOpen each new email account and switch warmup on.
With DatapipeA teammate turns on warmup for the three inboxes added this week.
TodayFind each account and switch warmup off.
With DatapipeTurn warmup off for the inboxes on the old domain from Datapipe.
Turns Smartlead’s warmup on or off for one email account with its current warmup settings. Campaign sending from the account is unchanged.
Supported fields: Warmup.
| Field | Before | After |
|---|---|---|
| Lead category | Interested | Meeting Request |
Source changes are managed on the Changes page in Datapipe. Approval is optional: set it for risky changes, for every change, or for one person. AI tools such as ChatGPT can never widen their own access. Who can turn this on?
Provider permissions still apply, and automations in Smartlead may react to changes.
Only fields supported by an allowed action can be changed; for some actions the owner, an admin or a project manager also picks the individual writable fields.
An API key or token from your Smartlead account.
Read access for reports. The 5 change actions need edit access in Smartlead and stay off until the owner, an admin or a project manager allows them.
Lead names, phone numbers and custom fields are left out, and mailbox passwords are never read into reports.
Read one Smartlead account, including every client of an agency account: campaign totals and results by day, sequence steps and A/B variants, email account health and warmup, and leads who replied with their category. Dates use UTC, up to 365 days. Lead names, phone numbers and custom fields are left out, and mailbox passwords are never read into reports.
Uses the Smartlead API key from Settings. The key acts for the whole account, so the same key covers reports and campaign, lead and email account changes. Smartlead includes API access in its Pro plan and above.
Smartlead includes this access in its Pro plan and above. Dates use UTC. Unique opens, clicks and leads emailed are filled for ranges of up to 30 days. Statuses and email account settings show their current value. Lead names, phone numbers and custom fields are not included.
5 reporting datasets, each with its own fields. Pick one in the app, then choose your columns.
One row per campaign with Smartlead’s totals for the selected UTC dates: emails sent, opens, clicks, replies, out-of-office replies, bounces and unsubscribes, with the client each campaign belongs to. Unique counts are filled for ranges of up to 30 days, because Smartlead counts them per 30-day window; longer ranges keep the totals and leave unique counts empty. Leads in campaign and settings are current, not historical. Drafts and subsequences are left out.
One row per campaign and UTC day: emails sent, opens and replies on the day they happened, and leads whose positive reply arrived that day. Days without activity can be missing.
One row per campaign, sequence step and A/B variant for the selected UTC dates, including positive replies, bounces and skipped emails credited to that step. A step without variants has one row with an empty variant.
Current state of each sending account: connection checks, daily limit and today’s sends, the campaigns using it, and Smartlead warmup status and reputation. Report dates do not change these values. Account passwords are never read into reports.
One row per lead in a campaign who has replied and has campaign activity after the start date, with the lead’s category (such as Interested or Meeting Request) and its sentiment. Lead email and company come from the lead record; names, phone numbers and custom fields are left out.
86 report fields across 5 datasets.
Hover or tap a field to see what it means. Custom fields from your own account appear after you connect.
No fields match. Try another search or choose All.
Claude or ChatGPT can read the same numbers. You ask in a normal sentence, and the answer stays with your report.
AI tools can also make allowed Smartlead changes. They can never widen their own access.
Which Smartlead client had the most positive replies in the last 30 days, and which step and variant did they come from?
Northbeam Dental Group led. Most positive replies came from step 1, variant A of Dental practice owners · Midwest.
One row per campaign with Smartlead’s totals for the selected UTC dates: emails sent, opens, clicks, replies, out-of-office replies, bounces and unsubscribes, with the client each campaign belongs to.
Use this template →One row per campaign and UTC day: emails sent, opens and replies on the day they happened, and leads whose positive reply arrived that day.
Use this template →One row per campaign, sequence step and A/B variant for the selected UTC dates, including positive replies, bounces and skipped emails credited to that step.
Use this template →Current state of each sending account: connection checks, daily limit and today’s sends, the campaigns using it, and Smartlead warmup status and reputation.
Use this template →Create a project and choose Smartlead in Data sources.
Pick where it goes. This one sends the numbers to Google Drive.
Pick where it goes. Choose campaign performance or another dataset, the dates and a destination.
Sample campaign report for the last 30 UTC days, one row per campaign. All replies include out-of-office replies, which are also shown on their own.
| Campaign name | Emails sent | All replies | Out-of-office replies | Bounces |
|---|---|---|---|---|
| Dental practice owners · Midwest | 2,697 | 100 | 16 | 30 |
| Series A SaaS · Heads of Sales | 2,057 | 65 | 13 | 32 |
| Multi-location dental groups | 1,514 | 68 | 10 | 14 |
Sample numbers, so you can see the shape. Your report uses your accounts.
Add both to the same project. Each keeps its own report, so you can check them side by side or ask ChatGPT or Claude a question that needs both.
Free to start. Paid plans add more data sources and refresh faster.
Free and Starter refresh once a day. Pro refreshes every hour. Agency refreshes every 15 minutes on the first 50 data sources.
No. Name a project, add a data source, then choose a report and destination.
OAuth means you sign in with the service and grant access, without pasting an API key. Datapipe works with multiple partners to provide that sign-in. Some partners already provide it. Some integrations are API-only at present, so you paste a key or token. OAuth is coming soon for some. Some partners do not provide OAuth at all. The setup steps on each integration page say how that source connects. Signing in is only how the connection is made. It is not permission to change records. Where a source supports changes, those writes stay off until the workspace owner turns specific actions on and approves each one. We do not promise OAuth on every source, and we do not share dates.
The workspace owner, workspace admins and project managers. Changes start off. They choose which changes are allowed for each data source and who can make them: project operators and managers, selected teammates, and the AI tools those people connect. They can change this at any time.
No. Teammates make allowed changes in Datapipe, and Datapipe applies them through the connected Smartlead account. Nobody else gets a Smartlead login from this.
Yes, if that change is allowed for them. They work through Datapipe the same way a teammate does, within the same allowed changes and fields, and every change is recorded in the Changes history. AI tools can switch changes off, but they can never widen their own access. Asking for more waits for a person.
Yes, if you want. For each data source, approval can cover risky changes only (deleting, sending, publishing, refunds and price changes) or every change. You can also switch it on for one person, such as an intern. Those changes wait on the Changes page until the owner, an admin or a project manager approves them. Nobody but the owner approves their own change.
Datapipe sends each change once and records the result in the Changes history. If it cannot confirm that Smartlead received it, the request is marked Uncertain and is never retried automatically, so you can check Smartlead first.
Yes. Datapipe reads the reports on this page and can make 5 kinds of change: start or pause a campaign; add a lead to a campaign; set a lead’s category; change an email account’s daily limit; turn warmup on or off for an email account. Each one stays off until the owner, an admin or a project manager allows it for this data source. Allowed changes apply right away and are recorded in the Changes history. Provider permissions still apply.
This page lists 86 report fields across 5 datasets. You pick the columns when you build the report.
Read one Smartlead account, including every client of an agency account: campaign totals and results by day, sequence steps and A/B variants, email account health and warmup, and leads who replied with their category. Dates use UTC, up to 365 days. Lead names, phone numbers and custom fields are left out, and mailbox passwords are never read into reports. Account permissions and the records available from the provider determine which rows can be read.
One for each Smartlead account you add to a project. Adding the same account to another project counts again. Reports and destinations do not use extra data sources.
Yes. The same numbers can go to a sheet, a chart, a warehouse, or an assistant.
Build the report first, then add Smartlead when you are ready.