Check Person Enrollment in Cadence

Check if a Lead or Contact is in a Salesloft cadence or Outreach sequence

Authentication with a Salesloft or Outreach is required to use this action.
Use this action to check whether or not a Person is already enrolled in a Sales Engagement Cadence.
The status output will display one of three values:
Enrolled - the Person is enrolled in the Sales Engagement Cadence
Not Enrolled - the Person is not enrolled in the Sales Engagement Cadence
Error - an error occurred and we were not able to determine the Person status
If an error occurs, we will display the error in the error output
Configuration
Flow Element
Apex Properties
Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.
Name
Required
Type
Description
cadenceId
No
String
Sales Engagement Cadence Id or Name
prospectEmail
No
String
Lead or Contact Email to check enrollment for
prospectRecord
No
SObject
Lead or Contact to check enrollment for
Outputs
Name
Type
Description
error
String
Any errors that occur will be listed here
status
String
The enrollment status of the Person

Name	Required	Type	Description
cadenceId	No	String	Sales Engagement Cadence Id or Name
prospectEmail	No	String	Lead or Contact Email to check enrollment for
prospectRecord	No	SObject	Lead or Contact to check enrollment for

Name	Type	Description
error	String	Any errors that occur will be listed here
status	String	The enrollment status of the Person

Add Person to Sales Engagement Cadence

Create Task

Last modified 3mo ago