ACTION_ID: salesforge_add_contact_to_sequence
NAME: Salesforge: Add Contact to a Sequence
CATEGORY: Outreach
CREDITS: 0

Add a contact to a Salesforge workspace — updating the existing contact
when the email already exists — and optionally enrol it in a sequence.

PREREQUISITE: Salesforge account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

workspace_id (dynamicDropdown, required)
  Workspace ID. Select the workspace you want to add the contact

add_to_sequence (radio, required)
  Add To Sequence. Do you want this contact to be added to a sequence?

sequence_id (customRender, required)
  Sequence Id. Select the Sequence you want to add the contact

first_name (string, required)
  First Name. The first name of the contact

last_name (string, optional)
  Last Name. The last name of the contact

company (string, required)
  Company. Company name of the contact

email (email, required)
  Email. Email address of the contact

linkedin_url (string, optional)
  LinkedIn URL. Linkedin URL of the contact you want to add

tags (string, optional)
  Tags. Add one or more tag(s) for the added contacts. A default tag
  'Floqer' will always be added, for better organization.

custom_fields (raw_array, optional)
  Custom Fields. Enter custom fields for your contact

2. OUTPUTS

status (string) — Status/Response of the request

3. HOW TO CONFIGURE

Resolve the workspace first:

  POST .../options/workspace_id   (body: {})

Configure Action body:

{
  "inputs": {
    "workspace_id": "<workspace id from options>",
    "add_to_sequence": true,
    "sequence_id": "<Salesforge sequence id>",
    "first_name": "{{input.first_name}}",
    "last_name": "{{input.last_name}}",
    "company": "{{input.company_name}}",
    "email": "{{person_work_email_waterfall_01ab.work_email}}",
    "linkedin_url": "{{input.linkedin_url}}",
    "tags": "inbound",
    "custom_fields": [
      { "name": "icebreaker", "value": "{{llm_models_01cd.generated_content}}" }
    ]
  }
}

Field-by-field:
  - workspace_id    Salesforge workspace the contact belongs to.
  - add_to_sequence Boolean. `false` adds the contact without enrolling it.
  - sequence_id     Required by the template even when `add_to_sequence`
                    is false — pass the sequence ID as a literal string.
  - email           The upsert key. An existing contact with this email is
                    updated rather than duplicated.
  - tags            Comma-separated. Floqer always appends its own
                    `Floqer` tag on top of whatever you pass.

4. KEY NOTES

- `sequence_id` is a `customRender` field with no dynamic-options
  resolver — Get Action Field Options returns a 400. Copy the sequence
  ID from the Salesforge UI.
- The action upserts on `email`: re-running a row updates the existing
  contact instead of creating a duplicate.
- A `Floqer` tag is always added alongside any tags you supply — that is
  intentional and not configurable.
- Only `status` is returned; no Salesforge contact ID comes back.

5. WHERE IT FITS IN A WORKFLOW

Pattern: get_employees_by_company_using_apollo -> push_data_to_sheet ->
person_work_email_waterfall -> salesforge_add_contact_to_sequence.

6. WHEN TO USE

Use salesforge_add_contact_to_sequence when Salesforge owns the sending
and you want one call to both create/update the contact and enrol it.

7. WHEN NOT TO USE

Need Lemlist as the sending platform
  -> action-detail/lemlist_add_lead_to_campaign.txt

Need Reply.io as the sending platform
  -> action-detail/reply_add_and_push_to_campaign.txt

Last updated: 2026-08-03.