ACTION_ID: smartleads_add_to_campaign
NAME: Smartlead: Add Leads to a Campaign
CATEGORY: Outreach
CREDITS: 0

Add a lead to a campaign in SmartLead.

PREREQUISITE: Smartlead 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

campaign_id (dynamicDropdown, required)
  Campaign ID. The Id of the campaign you want to add the lead to.
  Values from the smartleads list.

ignore_global_block_list (radio, optional)
  Ignore Global Block List. If on, ignores leads in the
  global/client-level block list.

ignore_unsubsribe_list (radio, optional)
  Ignore Unsubsribe List. If on, ignores leads who previously
  unsubscribed.

ignore_duplicate_leads_in_other_campaigns (radio, optional)
  Ignore Duplicate Leads in Other Campaigns. If on, ignores leads
  that exist in another campaign.

email (email, required)
  Email. The email of the lead.

first_name (string, optional)
  First Name.

last_name (string, optional)
  Last Name.

company_name (string, optional)
  Company Name.

phone_number (string, optional)
  Phone Number.

website (url, optional)
  Website.

location (string, optional)
  Location.

linkedin_url (url, optional)
  LinkedIn URL.

company_domain (url, optional)
  Company Domain.

custom_fields (jsonArray, optional)
  Custom Fields. Any custom fields you want to add to this lead.

2. OUTPUTS

status (string) — Status. e.g. "completed".

3. HOW TO CONFIGURE

Resolve the campaign list via Get Action Field Options:

  POST /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}/options/campaign_id
       (body: {})

Configure Action body:

{
  "inputs": {
    "campaign_id": "<smartlead_campaign_id>",
    "email": "{{input.email}}",
    "first_name": "{{input.first_name}}",
    "last_name": "{{input.last_name}}",
    "company_name": "{{input.company_name}}",
    "linkedin_url": "{{input.linkedin_url}}",
    "company_domain": "{{input.company_domain}}",
    "custom_fields": [
      { "name": "personalized_intro", "value": "{{llm_models_1.generated_content}}" }
    ],
    "ignore_duplicate_leads_in_other_campaigns": true
  }
}

Field-by-field:
  - campaign_id           Smartlead campaign ID from the
                          `campaign_id` options call.
  - email                 Lead's email — required, usually
                          `{{input.email}}`.
  - first_name / last_name /
    company_name /
    phone_number / website /
    location / linkedin_url /
    company_domain        Optional lead profile fields.
  - custom_fields         `[{name, value}]` for per-lead values
                          referenced as `{{custom_field}}` in the
                          Smartlead campaign template — common slot
                          for AI-generated personalized content.
  - ignore_global_block_list /
    ignore_unsubsribe_list /
    ignore_duplicate_leads_in_other_campaigns
                          Boolean toggles. Set `true` to skip leads
                          that match each filter.

4. KEY NOTES

- `custom_fields` is the slot for AI-generated per-lead content
  from upstream `llm_models` steps — each `name` must match a
  `{{custom_field}}` placeholder in the Smartlead campaign
  template.
- `ignore_*` toggles are independent and can be combined; setting
  `ignore_duplicate_leads_in_other_campaigns: true` is the safest
  default to avoid double-enrollment.

5. WHERE IT FITS IN A WORKFLOW

Pattern: contact discovery -> person_work_email_waterfall ->
person_work_email_verification_by_* -> llm_models ->
smartleads_add_to_campaign.

6. WHEN TO USE

Use smartleads_add_to_campaign to enroll leads in Smartlead campaigns.

7. WHEN NOT TO USE

Need a different sender (Instantly, Lemlist, La Growth Machine,
Reply, HeyReach)
  -> instantly_add_to_campaign, lemlist_add_lead_to_campaign,
     la_growth_machine_add_to_audience,
     reply_add_and_push_to_campaign,
     heyreach_add_leads_to_campaign
     (https://floqer.com/docs/action-detail/<action_id>.txt)

Need AI-generated email content
  -> llm_models (upstream of this action; pass the generated content
     via `custom_fields`)
     (https://floqer.com/docs/action-detail/llm_models.txt)

Last updated: 2026-04-30.