Calling the right people only
Not every reply is interest, and not every lead has agreed to a call. We agree exactly which categories trigger a call, and when calls are allowed, before anything goes live.
Integration · Retell AI to Smartlead
Retell AI and Smartlead integration
Your cold email runs in Smartlead. We connect it to a Retell AI voice agent so interested replies get a call within minutes, and what happened on that call flows straight back to the lead in Smartlead. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Retell AI
Smartlead
One call ends in Retell AI. In Smartlead:
- Lead replies in SmartleadMarked as interested
- Retell AI agent calls themWhile the reply is still fresh
- Outcome saved on the leadCategory, summary and next step
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Who connects Retell AI and Smartlead
Outbound agencies and lead generation teams send cold email at scale with Smartlead. The hard part is not getting replies, it is responding to them fast enough. By the time someone reads an interested reply and picks up the phone, the prospect has moved on to their next meeting.
A Retell AI voice agent can make that first call for you. When a lead replies with interest, the agent calls, qualifies them with your questions and tries to book a meeting. The summary and outcome then go back to the lead in Smartlead, so the sequence stops, the lead is categorised correctly and a person only steps in when it is worth their time.
- Lead generation agenciesInterested replies across client campaigns get a qualifying call without adding headcount.
- Outbound teams with high reply volumeNo interested lead waits hours for a call back.
- After-hours and weekend repliesReplies that arrive outside working hours still get a prompt, polite call.
What we connect between Retell AI and Smartlead
A typical setup. We adjust each line to how your team uses Retell AI and Smartlead.
When this happensThis is what you get
A lead marked as interested in SmartleadA call from your Retell AI agent, with the lead’s details and campaign
An AI call endsA note on the Smartlead lead with the call summary
The call outcomeThe lead category you choose, such as meeting booked or not interested
A meeting booked on the callThe sequence stops for that lead, and your team is notified
The transcript and recordingLinked from the note, for anyone who wants the detail
No answerA retry at the time you choose, or a follow-up email instead
Field mapping, event by event
Each Retell AI event and exactly what it writes in Smartlead. Pick an event to see its fields.
1. Trigger · Retell AI
When an AI call ends
Every call made or received in Retell AI
2. Action · Smartlead
Log the lead update
In Smartlead, on the lead — Where your team already works
Smartlead field
Mapped from
What happens
Activity date
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Call length
Duration ms3 min 04 s
Stored the way Smartlead expects
Duration ms3 min 04 s
Stored the way Smartlead expects
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Summary and transcript
TranscriptWants a demo next week
Saved as note text
TranscriptWants a demo next week
Saved as note text
Owner
Agent idMaria Lopez
Matched to the same person in Smartlead
Agent idMaria Lopez
Matched to the same person in Smartlead
Lead
Matched by phone number+1 415 555 0142
A new lead is created only if none match
1. Trigger · Retell AI
When the call summary is ready
Transcript and summary are finished
2. Action · Smartlead
Save a note
In Smartlead, on the lead — Readable by anyone who opens the record
Smartlead field
Mapped from
What happens
Transcript
TranscriptAgent: Hi, this is…
Below the summary
TranscriptAgent: Hi, this is…
Below the summary
Lead
Same match as the call+1 415 555 0142
Linked to the same record as the call
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Retell AI calls
Your team builds and maintains every step
Where it runs
In your own Retell AI and Smartlead accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Retell AI and Smartlead setups usually go wrong
Sequences that keep sending
If a lead books a meeting on the phone but the email sequence keeps going, it looks careless. We stop the sequence as soon as the call outcome says so.
Summaries people can read
AI calls produce long transcripts. We keep a short summary at the top of the note so your team can read the call in seconds.
Leads from several campaigns
The same person can sit in more than one campaign. We match the call to the lead and campaign it came from, so the right sequence stops.
How we set it up
- 1
Agree the call rules
Which replies trigger a call, what the agent should ask, and what each outcome changes in Smartlead. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Access to Smartlead and your Retell AI account and agent. Nothing for your team to install.
- 3
We connect and test
We run test leads through the flow, take the calls ourselves and check every category, note and stopped sequence.
- 4
Handover
A short document of the flow. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Retell AI and Smartlead, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Retell AI and Smartlead
Can a Retell AI agent call leads who reply in Smartlead?
Yes. When a lead is marked with the category you choose, such as interested, your Retell AI agent calls them, and the outcome is saved back on the lead in Smartlead.
Does the email sequence stop after the call?
Yes, when the outcome calls for it. A booked meeting or a clear no stops the sequence for that lead, and we test this before go-live.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your own Smartlead and Retell AI plans are unchanged.
Can you also build the Retell AI agent?
Yes. If you do not have an agent yet, we can set one up with your questions and booking rules as part of the same project.
Rather talk it through?
Thirty minutes on how your team uses Retell AI and Smartlead. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Lead categorisedMeeting booked
Call-back taskAssigned to the contact owner