Marketing Automation

Add Leads & Contacts to Campaigns Automatically

Stop manually adding people to campaigns. Set up smart automation that adds the right people to the right campaigns at the right time — with duplicate protection built in.

How Campaign Automation Works

Simple IF → THEN logic that automatically manages your campaign memberships

Set Your Trigger

Choose when to add people: when a lead is created, opportunity closes, form is submitted, or any field changes.

THEN

Add to Campaign

Automatically add them to the right campaign with the right status, plus optional lead source and status updates.

Smart Duplicate Handling

Skip duplicates, update existing members, or throw errors — you choose how to handle people already in the campaign.

Real Example

Lead Source = "Website Demo Request"

THEN

Add to "Q1 Demo Nurture" campaign

Configure in Minutes

Three simple steps to set up campaign automation that works perfectly

Select Campaign

Search and choose which campaign to add people to

Campaign selection interface showing search dropdown

Set Member Status

Choose the initial status for new campaign members

Member status selection showing dropdown with options

Advanced Options

Optional: Update lead source, status, and handle duplicates

Advanced settings showing lead source and status options

Smart Error Prevention

We guide you through common setup issues before they become problems

Account Campaign Members

Want to add Accounts to campaigns? We'll detect if Account Campaign Members isn't enabled and guide you to turn it on with one click.

Automatic detection of missing features

One-click enable buttons

Clear instructions for admins

Error prevention interface showing Account Campaign Members setup

Handle Duplicates Your Way

Choose exactly how to handle people who are already campaign members

Duplicate handling options showing skip, update, or error choices

Skip Duplicates

Do nothing if they're already a member (recommended)

Update Status

Change their campaign member status to the new value

Throw Error

Stop the automation and report an error for investigation

Features & Use Cases

Everything you need for sophisticated campaign automation

Lead Nurturing

Automatically add new leads to nurture campaigns based on source, industry, or behavior

Event Marketing

Add registrants to event campaigns and follow-up sequences automatically

Customer Success

Add customers to onboarding or renewal campaigns based on deal stage

Lead Source Tracking

Update lead source fields automatically when adding to campaigns

Duplicate Protection

Smart handling of existing campaign members with multiple options

Status Management

Set initial member status and update lead/contact status simultaneously

Frequently Asked Questions

Everything you need to know about campaign automation

What records can I add to campaigns?

You can add Leads, Contacts, and Accounts (if Account Campaign Members is enabled). The automation works with any trigger that creates or updates these record types.

How does duplicate handling work?

You choose: Skip if already a member (recommended), Update their status to the new value, or Throw an error to stop the automation. This prevents accidental duplicates while giving you control.

Can I update other fields when adding to campaigns?

Yes! You can optionally update the Lead Source field and Lead/Contact Status field at the same time. Perfect for tracking campaign attribution and lead progression.

What if Account Campaign Members isn't enabled?

If you're trying to add Accounts but this feature isn't enabled, we'll show you exactly how to enable it with one-click buttons and clear admin instructions.

How is this different from Flow?

We handle all the complex campaign member logic, duplicate checking, and error handling for you. No need to build complex Flow logic - just point, click, and it works perfectly every time.

Ready to Automate Your Campaigns?

Stop manually managing campaign memberships. Set up smart automation in minutes.