- AI-Agent
- Ready to Run
Add Leads to Campaigns
Screen website inquiries and prepare first-email drafts for review
Use this Agent instantly or customize it - no programming needed
- website inquirywebsite inquiry
Your visitor provides contact details, a campaign choice, and a request through the website form.
- campaign guidancecampaign guidance
You choose each campaign's fit rules, approved offer, and first-email voice.
- duplicate ruleduplicate rule
You match people by email and allow each person into a campaign only once.
- campaign and contact historycampaign and contact history
Your campaign shows its current members and any lead or contact with the submitted email.
- email statusemail status
Your address check tells you whether the submitted email is valid, invalid, or uncertain.
Your website inquiry form sends each completed inquiry with contact details and the selected campaign.
Your outreach campaign tool shows campaign members and stores each unsent draft for review.
Your email verification tool reports whether a submitted address is valid, invalid, or uncertain.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
- campaign review itemcampaign review item
You see one campaign member with the inquiry details and an unsent first email to review.
- inquiry dispositioninquiry disposition
You see whether the inquiry was added, skipped as a repeat, or held with a specific reason.
This Agent waits for a website campaign inquiry. It checks fit, email validity, and repeat entries. It adds eligible leads with unsent drafts for your review.
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HubSpotUsed as:
- Outreach campaign tool
HubSpot shows campaign members and stores each unsent draft for review.
Google FormsUsed as:
- Website inquiry form
Google Forms sends each completed inquiry with contact details and the selected campaign.
Microsoft OutlookUsed as:
- Email verification tool
Microsoft Outlook reports whether a submitted address is valid, invalid, or uncertain.
TypeformUsed as:
- Website inquiry form
Typeform sends each completed inquiry with contact details and the selected campaign.
JotformUsed as:
- Website inquiry form
Jotform sends each completed inquiry with contact details and the selected campaign.
monday.comUsed as:
- Website inquiry form
monday.com sends each completed inquiry with contact details and the selected campaign.
- Outreach campaign tool
monday.com shows campaign members and stores each unsent draft for review.
Gravity FormsUsed as:
- Website inquiry form
Gravity Forms sends each completed inquiry with contact details and the selected campaign.
ZoomUsed as:
- Website inquiry form
Zoom sends each completed inquiry with contact details and the selected campaign.
- Outreach campaign tool
Zoom shows campaign members and stores each unsent draft for review.
- Email verification tool
Zoom reports whether a submitted address is valid, invalid, or uncertain.
TallyUsed as:
- Website inquiry form
Tally sends each completed inquiry with contact details and the selected campaign.
NetlifyUsed as:
- Website inquiry form
Netlify sends each completed inquiry with contact details and the selected campaign.
Cognito FormsUsed as:
- Website inquiry form
Cognito Forms sends each completed inquiry with contact details and the selected campaign.
Microsoft Office 365Used as:
- Email verification tool
Microsoft Office 365 reports whether a submitted address is valid, invalid, or uncertain.
UnbounceUsed as:
- Website inquiry form
Unbounce sends each completed inquiry with contact details and the selected campaign.
Fillout FormsUsed as:
- Website inquiry form
Fillout Forms sends each completed inquiry with contact details and the selected campaign.
WufooUsed as:
- Website inquiry form
Wufoo sends each completed inquiry with contact details and the selected campaign.
SendGridUsed as:
- Email verification tool
SendGrid reports whether a submitted address is valid, invalid, or uncertain.
Zoho FormsUsed as:
- Website inquiry form
Zoho Forms sends each completed inquiry with contact details and the selected campaign.
Formidable FormsUsed as:
- Website inquiry form
Formidable Forms sends each completed inquiry with contact details and the selected campaign.
Ninja FormsUsed as:
- Website inquiry form
Ninja Forms sends each completed inquiry with contact details and the selected campaign.
FormstackUsed as:
- Website inquiry form
Formstack sends each completed inquiry with contact details and the selected campaign.
PaperformUsed as:
- Website inquiry form
Paperform sends each completed inquiry with contact details and the selected campaign.
LeadpagesUsed as:
- Website inquiry form
Leadpages sends each completed inquiry with contact details and the selected campaign.
PipefyUsed as:
- Website inquiry form
Pipefy sends each completed inquiry with contact details and the selected campaign.
lemlistUsed as:
- Outreach campaign tool
lemlist shows campaign members and stores each unsent draft for review.
OntraportUsed as:
- Website inquiry form
Ontraport sends each completed inquiry with contact details and the selected campaign.
VideoAskUsed as:
- Website inquiry form
VideoAsk sends each completed inquiry with contact details and the selected campaign.
DudaUsed as:
- Website inquiry form
Duda sends each completed inquiry with contact details and the selected campaign.
HeyflowUsed as:
- Website inquiry form
Heyflow sends each completed inquiry with contact details and the selected campaign.
Microsoft ExchangeUsed as:
- Email verification tool
Microsoft Exchange reports whether a submitted address is valid, invalid, or uncertain.
Jotform EnterpriseUsed as:
- Website inquiry form
Jotform Enterprise sends each completed inquiry with contact details and the selected campaign.
FormsiteUsed as:
- Website inquiry form
Formsite sends each completed inquiry with contact details and the selected campaign.
Made for your industry
Add Leads to Campaigns is made for businesses in these industries.
- Advertising and Marketing
Screen prospective client inquiries and draft first emails for review.
Show all Agents for the Advertising and Marketing industry - Software
Turn product inquiries into checked campaign leads with first-email drafts.
Show all Agents for the Software industry - IT Services
Screen service inquiries and prepare first emails for campaign review.
Show all Agents for the IT Services industry - Consulting
Match consulting inquiries to campaign criteria and draft first emails.
Show all Agents for the Consulting industry - Wholesale Distribution
Check trade buyer inquiries before adding them to outreach campaigns.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Qualify buyer inquiries for campaigns and prepare first-email drafts.
Show all Agents for the Manufacturing industry
Made for your role
Add Leads to Campaigns is made for people in these roles.
- Sales Development Representative
Prepare verified campaign leads with first-email drafts for outreach.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Verify lead emails and add qualified people to the right campaign.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Draft first emails around each prospect's stated request for review.
Show all Agents for the Sales Representative role - Marketing Operations Coordinator
Check inquiry fit and prevent duplicate campaign entries.
Show all Agents for the Marketing Operations Coordinator role - Sales Manager
Put eligible leads and unsent first-email drafts in campaigns for review.
Show all Agents for the Sales Manager role - Sales Coordinator
Check incoming campaign leads for fit and duplicates before adding them.
Show all Agents for the Sales Coordinator role - Demand Generation Manager
Turn campaign inquiries into screened leads with drafts for sales review.
Show all Agents for the Demand Generation Manager role
Made for your department
Add Leads to Campaigns is made for people in these departments.
- Marketing
Place eligible website inquiries in campaigns with tailored drafts.
Show all Agents for the Marketing department - Sales
Prepare qualified campaign leads and first emails for review.
Show all Agents for the Sales department - Sales Operations
Check lead fit and duplicates before campaign entry.
Show all Agents for the Sales Operations department - Revenue Operations
Validate campaign leads before sales reviews the proposed first email.
Show all Agents for the Revenue Operations department
How Add Leads to Campaigns works
5 steps, in order, on every run.
-
Find the Selected CampaignFind the campaign chosen on the website form and check its fit rules. Hold the inquiry if the campaign is missing or unknown.
-
Check Fit and Email AddressCompare the request with your campaign rules and verify the address. Hold unclear requests or uncertain address results for your review.
-
Prevent Repeat EntriesMatch the email to existing people and campaign members. Skip repeat campaign entries and hold multiple matches for your decision.
-
Draft the First EmailWrite an unsent first email using the visitor's request and your campaign guidance. Keep unsupported promises out of the draft.
-
Add the Lead and DraftAdd a new lead or link the existing person to the selected campaign. Save the draft and mark the member for your review.
How to Get Started
Connect the tools you already use, such as HubSpot, Google Forms or Microsoft Outlook.
31 tools
- Publish a website inquiry form that requires the person's name, company, email address, request, and selected campaign ID.
- For each allowed campaign ID, provide the fit rules, approved offer, first-email voice, and review owner.
- Provide access to campaign leads and members, and add a campaign-member long-text field for the unsent draft plus a review status that does not count as a response.
- Choose the duplicate rule: match the normalized email against existing leads and contacts, and never add the same person to the same campaign twice.
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:
You choose the fit rules. Your sales manager gets the reason for unclear or out-of-scope inquiries and can decide what to do next.
Your email matching rule checks existing leads and contacts. A repeat in the same campaign gets skipped; multiple matches go to your sales manager.
No. Your sales manager reviews the unsent draft in the campaign member record before anyone sends a message.
You choose its fit rules and message guidance. Add a campaign member field for the draft and a review status.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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