Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
      • Rep Coverage
      • Working Activities
    • Transfer Accounts
      • Concepts
      • Account Pool
      • Distributions
      • Retrievals
      • Returns
      • Templates
      • Scheduling
      • Troubleshooting
    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
Powered by GitBook
On this page
  • Configuration
  • Outputs
  1. Automation Builder Kit (ABK)
  2. Actions
  3. Next Steps

Add Person to Campaign

Assign a Lead or Contact to a Campaign

PreviousNext StepsNextAdd Person to Sales Engagement Cadence

Last updated 2 years ago

Use this action to assign a person (Lead or Contact) to an existing Campaign. If the person already exists in the Campaign, the action will return the existing Campaign Member.

You can update additional fields on the Campaign Member Record using the "Additional Campaign Member Details" section in the editor. If an existing Campaign Member is found, we will update any of the specified additional fields only if those fields are blank.

Pair this with to save information on newly created Campaign Member Records about the Flow. This will help track which Campaign Members were created as a result of this action which can be useful for reporting and debugging.

Use the campaignMember output to see details about the Campaign Member Record that was created or updated.

Configuration

These properties will be updated by the Flow element's user interface.

Name
Required
Type
Description

campaignId

No

Id

Campaign Id to add Person to

campaignMemberData

No

String

Additional updates to CampaignMember

campaignName

No

String

Campaign Name to add Person to

campaignRecord

No

Campaign

Campaign to add Person to

prospectId

No

Id

Lead or Contact Id to assign to the Campaign

prospectRecord

No

SObject

Lead or Contact to assign to the Campaign

status

No

String

Person status when added to Campaign

Outputs

Name
Type
Description

campaignMember

CampaignMember

CampaignMember Record

Flows: Start