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Add Leads to Campaigns

Add eligible leads with tailored drafts for campaign review

Use this Agent instantly or customize it - no programming needed

Prepare a lead and tailored draft for campaign review
Reads
  • Lead marked Ready
    Lead marked Ready

    Your queue lead identifies the chosen campaign and gives its role, company, and stated need.

  • Email verification
    Email verification

    Your queue lead includes the email verification result and the date your team checked it.

  • Selected campaign
    Selected campaign

    Your selected campaign is the one the lead should join after the checks pass.

  • Existing lead
    Existing lead

    Your campaign lead supplies its current email address and email opt-out choice.

  • Campaign members
    Campaign members

    Your campaign members show which lead IDs and email addresses already belong to the campaign.

  • Email eligibility rules
    Email eligibility rules

    You choose how recent verification must be and which addresses or domains to exclude.

  • Approved outreach tone
    Approved outreach tone

    Your approved tone guides the first email draft for each eligible lead.

Sales lead queue
Sales lead queue

Your sales lead queue holds leads you mark ready, including their campaign choice and stated need.
Outreach campaign tool
Outreach campaign tool

Your outreach campaign tool shows lead opt-outs and campaign members, then keeps each new member's draft for review.
Is the queue lead missing, no longer Ready, or assigned elsewhere?YesNo
Report the queue change that held the lead
Writes
  • Held lead reason
    Held lead reason

    You get the lead ID and the exact reason it was held without adding a campaign member.

Is the campaign or lead missing, or do their email addresses differ?YesNo
Report the missing item or email mismatch
Writes
  • Held lead reason
    Held lead reason

    You get the lead ID and the exact reason it was held without adding a campaign member.

Is verification missing or stale, or is the address opted out or excluded?YesNo
Report why the email cannot be used
Writes
  • Held lead reason
    Held lead reason

    You get the lead ID and the exact reason it was held without adding a campaign member.

Does this campaign already include the lead ID or email address?YesNo
Report the existing campaign member
Writes
  • Held lead reason
    Held lead reason

    You get the lead ID and the exact reason it was held without adding a campaign member.

Is the stated need missing or too vague for a grounded draft?YesNo
Hold the lead for the sales manager to clarify its need
Writes
  • Held lead reason
    Held lead reason

    You get the lead ID and the exact reason it was held without adding a campaign member.

Add the lead with Draft ready status and a tailored unsent draft
Writes
  • Campaign member and draft
    Campaign member and draft

    Your selected campaign gains a member with Draft ready status and an unsent email draft for review.

This Agent waits for a lead marked Ready for a selected campaign. It checks email eligibility and existing members. It adds eligible leads with tailored drafts for your review.

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HubSpot
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monday.com
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Zoom
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lemlist
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Made for your industry

Add Leads to Campaigns is made for businesses in these industries.

Made for your role

Add Leads to Campaigns is made for people in these roles.

Made for your department

Add Leads to Campaigns is made for people in these departments.

How Add Leads to Campaigns works

5 steps, in order, on every run.

  1. Confirm the Ready LeadRead the queue row again and confirm its campaign choice. Stop with a reason if the lead is no longer Ready or the campaign changed.
  2. Check Email EligibilityCompare the lead's current email with the queue and its verification result. Hold opt-outs, excluded addresses, and stale checks.
  3. Prevent Duplicate MembersCompare lead IDs and email addresses with current campaign members. Report an existing match without adding another member.
  4. Draft the First EmailGround a short draft in the lead's stated need and your chosen tone. Hold vague needs for the sales manager to complete.
  5. Add the Campaign MemberAdd the eligible lead with Draft ready status and save the unsent message. Leave the new member for the sales manager to review.

How to Get Started

Connect your tools

Connect the tools you already use, such as HubSpot, monday.com or Zoom.

4 tools
Set your rules
  • Choose the lead queue and its Ready field; include the CRM lead ID, selected campaign ID, verified email result and date, role, company, and stated need on each lead.
  • Set the maximum age of an email verification result and provide the excluded email addresses and domains.
  • Add a text field for the message draft to campaign members and a nonresponse member status called Draft ready; give the Agent access to read leads and members and add members.
  • Provide the approved outreach tone and the sales manager who reviews Draft ready campaign members.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Add Leads to Campaigns:

Can I add a lead to a Salesforce campaign automatically?

Yes. Mark a queued lead Ready with a campaign ID. The Agent checks eligibility and existing members before adding a reviewable member.

Will this send emails to my leads?

No. You get an unsent draft on a campaign member with Draft ready status. Your sales manager reviews it before any email goes out.

What happens if a lead is already in the campaign?

You get the existing match as the reason for holding the lead. The Agent compares both the lead ID and email address before adding a member.

How do I set the email eligibility rules?

You provide each lead's verification result and date. You choose the maximum age for that check and the addresses or domains to exclude.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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