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

Add a lead to a campaign in SmartLead.

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PREREQUISITE — USER ACTION REQUIRED
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This action only works if the user has connected their Smartlead account
in Floqer. The connection cannot be made via the API or by an AI agent.

The user must do this themselves before this action will run:
  1. Sign in to Floqer at https://app.floqer.com
  2. Open the Connections page from the sidebar
  3. Click Smartlead and complete the OAuth flow

If the user has not connected Smartlead, this action will fail with a
connection / authentication error. Before configuring or running this
action, confirm with the user that the Smartlead connection exists.

INDEX:
  1. Inputs
  2. Outputs
  3. How to configure
  4. Key notes
  5. Where it fits in a workflow
  6. When to use
  7. When not to use

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1. INPUTS
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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.

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

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3. HOW TO CONFIGURE
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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.

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4. KEY NOTES
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- `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.

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5. WHERE IT FITS IN A WORKFLOW
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Pattern: contact discovery -> person_work_email_waterfall ->
person_work_email_verification_by_* -> llm_models ->
smartleads_add_to_campaign.

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6. WHEN TO USE
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Use smartleads_add_to_campaign to enroll leads in Smartlead campaigns.

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7. WHEN NOT TO USE
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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)

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This file is maintained manually. Last updated: 2026-04-30.
Full interactive reference: https://floqer.com/docs/reference
Action catalog: https://floqer.com/docs/action-catalog.txt