> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequencing steps

> Add a person to a sequence, cadence, or flow in Apollo, Outreach, Salesloft, Amplemarket, HubSpot, or Gong.

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.

<Note>
  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](/settings/users) that link your Default users to their
  identity in that tool.
</Note>

## 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`.                                                              |

{/* TODO screenshot: Enroll in HubSpot sequence step configuration */}

{/* verified against product:
   all sequencing node labels + identity inputs
     → apps/default-api/.../workflows/registry/nodes/sequencing/{add-to-apollo-sequence,add-to-outreach-sequence,add-to-salesloft-cadence,add-to-amplemarket-sequence,add-to-gong-engage-flow,enroll-in-hubspot-sequence,add-to-smartlead-campaign}.ts
   Enroll in HubSpot Sequence (display.label "Enroll in HubSpot Sequence", PHX #1806) added;
     fields confirmed as Sequence / Sending HubSpot user / Contact.
   Add to Smartlead Campaign (display.label "Add to Smartlead Campaign", PR #1809) added;
     fields confirmed as Campaign (campaignId, select loader smartlead.campaigns) / Email
     (email, combobox, state-sourced) / Lead fields (leadFields, field mapping, standard keys
     from loader smartlead.lead_fields) plus four boolean advanced toggles:
     ignoreDuplicateLeadsInOtherCampaign ("Allow leads in other campaigns"),
     ignoreGlobalBlockList ("Ignore global block list"), ignoreUnsubscribeList
     ("Ignore unsubscribe list"), ignoreCommunityBounceList ("Ignore community bounce list").
     No sending-mailbox field: the node's own doc comment states Smartlead has no per-call
     sender override (campaign-level email-account rotation picks the sender), unlike
     Apollo/Outreach/Salesloft/Amplemarket which all take a mailbox or sending-user field.
     availability gated on AmpersandProviders.Smartlead per sequencing/index.ts.
   NOTE: Gong requires a CRM record ID (not email/LinkedIn); registry-driven labels may false-flag in the lint. */}
