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๐Ÿ“„Add contacts to a campaign via Flow Studio

Automatically sync leads from tools like HubSpot into your voice campaigns using Flow Studio. Perfect for keeping your contact lists up to dateโ€”without manual uploads.

๐Ÿงฑ Step 1: Add the โ€œAdd Contact To Campaignโ€ Node In Flow Studio, start by adding the Add Contact To Campaign node to your flow.

  1. Open the Templates panel

  2. Search for "Add Contacts To Campaign"

  3. Drag and drop the node into your flow

This node allows you to send contacts into a voice campaign directly from your data source. In the next steps, youโ€™ll connect it to a list of leads from tools like HubSpot.


๐Ÿงฑ Step 2: What the โ€œAdd Contact To Campaignโ€ Node Does This node sends each contact into a specific Dapta campaign.

You must provide:

  • โœ… Campaign name (already created in Dapta)

  • ๐Ÿ“ž Valid phone number

  • ๐Ÿ”‘ Optional mapped fields (e.g., name, email, external ID)

๐Ÿšซ Contacts missing phone numbers or with invalid formatting will be skipped automatically.


๐Ÿš€ Step 3: Example Flow

Goal: Sync all new HubSpot leads created after yesterday into a campaign.

๐Ÿ›  Node Breakdown:

1๏ธโƒฃ Trigger โ€“ Scheduled Task (e.g., daily at 8 AM) 2๏ธโƒฃ Search Record (HubSpot) โ€“ Pulls new contacts using filters like createdate > yesterday 3๏ธโƒฃ Loop List โ€“ Iterates through each matching contact 4๏ธโƒฃ Add Contact To Campaign โ€“ Sends each contact to Dapta with mapped values:

Property
Value

Phone Number

{{contacts.item.properties.phone}}

Contact Name

{{contacts.item.properties.firstname}}

Contact Email

{{contacts.item.properties.email}}

External ID

{{contacts.item.properties.hs_object_id}}

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