Instantly Sequence

Task type: Instantly Sequence

Use Instantly Sequence to add a lead to an Instantly campaign from a workflow.

Run behavior

• Side effects: This task can change data or call an external system. Test with safe records and be careful when rerunning.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Enroll a qualified contact after enrichment and messaging steps.
• Send generated personalization into an Instantly campaign.
• Automate campaign enrollment after record review or scoring.

Setup tips

• Keep skipIfInCampaign enabled unless duplicates are intentional.
• Validate email before enrollment.
• Test with a safe campaign before production enrollment.

Examples

Enroll enriched contact

Pass enriched email, name, company, and AI-generated personalization into a selected campaign.

Outputs

• Instantly lead enrollment result metadata.

Common pitfalls

• Enrolling contacts before reviewing generated personalization.
• Passing an empty or invalid email.
• Rerunning a workflow without duplicate safeguards.

Related guides

• Build an outbound prospecting workflow

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• campaignId
• email

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• email
• firstName
• lastName
• companyName
• website
• phone
• personalization
• customVariables

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• email
• firstName
• lastName
• companyName
• website
• phone
• personalization
• customVariables

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Confirm side effects and map generated variables to the selected campaign fields.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Add to Instantly Campaign",
  "outputKey": "instantly_lead",
  "taskType": "Instantly Sequence",
  "description": "",
  "campaignId": "",
  "email": "",
  "skipIfInCampaign": true,
  "skipIfInWorkspace": false
}