The good news is you don’t actually need a custom field for what you’re trying to measure. Since Smartlead is logging emails as email activities, the cleanest approach is reporting directly on activities. In the custom report builder, you can create an activities-based report filtered by email type and source, then group by owner and date to answer “how many emails per week does each salesperson send.” That’s exactly what the activities dataset is designed for (https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder )
Where it gets tricky is attribution. Logged emails don’t always carry a clean “sent from Smartlead” flag unless the integration adds a recognizable marker like a specific subject prefix, integration name, or logged-by user. In practice, teams usually filter by one of those signals rather than a custom field.
If you truly need a boolean like “Email sent via Smartlead = true,” the only real workaround is outside the standard logging flow. That would mean Smartlead sending a custom event or API call at send time, and then reporting on that event instead of the email activity (https://developers.hubspot.com/docs/api/events/custom-events).
But that requires Smartlead to support it, which you mentioned it doesn’t today.
So I’d start with an activities report and see if Smartlead’s logs include a consistent identifier you can filter on. That’s usually enough to get accurate weekly counts without overengineering it. Hope this helps.
