Sequencing steps

Sequencing steps enroll a person in an outbound sequence, cadence, or flow in a connected tool. Each step adds one person per run, picking from the sequences and senders available in that tool.

Add a step in the Workflows builder with Add Node. Sequencing steps need the provider connected under Settings → Integrations, and the sending user comes from the per-user integration mappings that link your Default users to their identity in that tool.

Add to Apollo sequence

Field	What it does	How to use it
Sequence	The Apollo sequence to add the contact to.	Pick from your active sequences.
Sending mailbox	The Apollo mailbox the sequence sends from.	Pick a mailbox, often the assigned rep’s.
Email	The contact to add.	Choose the lead’s email from an earlier step. Apollo finds or creates the contact.

Advanced toggles let you override Apollo’s default checks (for example add the contact even if they are active in another sequence).

Add to Outreach sequence

Field	What it does	How to use it
Sequence	The Outreach sequence to add the prospect to.	Pick from your enabled sequences.
Sending mailbox	The Outreach mailbox the sequence sends from.	Pick a send-enabled mailbox.
Email	The prospect to add.	Choose the lead’s email from an earlier step. Outreach finds or creates the prospect.

Add to Salesloft cadence

Field	What it does	How to use it
Cadence	The Salesloft cadence to add the person to.	Pick from your active cadences.
Email	The person to add.	Choose the lead’s email. Salesloft creates the person if they do not exist.
Sending user	The Salesloft user the cadence runs on behalf of.	Optional. Pick a sender, often the assigned rep. Leave empty to use the workspace account.
Start at step	Which step of the cadence to begin on.	Optional. Pick a step once you have chosen a cadence.
Person fields	Field values to set on the Salesloft person.	Optional. Map fields such as first_name or a custom field.

Add to Amplemarket sequence

Field	What it does	How to use it
Sequence	The Amplemarket sequence to add the lead to.	Pick from your active or paused sequences.
Sending mailbox	The Amplemarket mailbox the sequence sends from.	Pick a mailbox, often the assigned rep’s.
Email or LinkedIn URL	How to identify the lead.	Provide at least one, from an earlier step.
Lead fields	Field values applied to the lead.	Optional. Add keys that match fields configured on the sequence.

Advanced toggles let you override Amplemarket’s exclusion and duplicate checks.

Add to Smartlead campaign

Adds a lead to a Smartlead campaign. Smartlead’s own campaign rotation picks the sending mailbox, so unlike Apollo, Outreach, Salesloft, and Amplemarket, this step has no sending mailbox field. Requires the Smartlead integration connected under Settings → Integrations.

Field	What it does	How to use it
Campaign	The Smartlead campaign to add the lead to.	Pick from your campaigns.
Email	The lead to add.	Choose the lead’s email from an earlier step. Smartlead identifies leads by email only.
Lead fields	Field values applied to the lead.	Optional. Map standard fields such as `first_name` or `company_name`, or add a custom field for further personalization.

Advanced toggles let you override Smartlead’s default checks (for example add the lead even if they already exist in another campaign, are on the block list, previously unsubscribed, or have bounced elsewhere on Smartlead).

Enroll in HubSpot sequence

Enrolls a HubSpot contact in a HubSpot sequence, sending on behalf of a specific HubSpot user.

Field	What it does	How to use it
Sequence	The HubSpot sequence to enroll the contact in.	Pick from the sequences visible to you in HubSpot. Choose a sequence shared with every HubSpot user that might send it. A sequence that isn’t shared with the sending user fails at run time.
Sending HubSpot user	The HubSpot user (owner) the sequence sends on behalf of.	Pick a HubSpot user, often the assigned rep’s mapped HubSpot owner. That user must have a connected inbox in HubSpot.
Contact	The HubSpot contact to enroll.	Choose a HubSpot contact record ID from an earlier step, for example from a Match Record or Create Record step.

Add to Gong Engage flow

Field	What it does	How to use it
Flow	The Gong Engage flow to add the prospect to.	Pick from your flows.
Sending user	The Gong user the flow runs under.	Pick a user, often the assigned rep.
CRM record ID	The prospect to add.	Choose a Salesforce or HubSpot record ID from an earlier step. Gong needs a CRM record here, not an email.
Ignore cool-off period	Add the prospect even if Gong would normally skip them as recently contacted.	Optional toggle.
Flow instance description	A label attached to this enrollment in Gong.	Optional, for example `Inbound demo request`.

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Sequencing steps

Add to Apollo sequence

Add to Outreach sequence

Add to Salesloft cadence

Add to Amplemarket sequence

Add to Smartlead campaign

Enroll in HubSpot sequence

Add to Gong Engage flow

​Add to Apollo sequence

​Add to Outreach sequence

​Add to Salesloft cadence

​Add to Amplemarket sequence

​Add to Smartlead campaign

​Enroll in HubSpot sequence

​Add to Gong Engage flow

Add to Apollo sequence

Add to Outreach sequence

Add to Salesloft cadence

Add to Amplemarket sequence

Add to Smartlead campaign

Enroll in HubSpot sequence

Add to Gong Engage flow