• TARGETED
  • ACTIVE
  • SYNCED
  • HUMAN

How to enroll contacts into campaigns with your AI

Connect FirstQuadrant to your agent to bridge the gap between your contact list and your active sales sequences.

Ask AI about this page

Short answer

How can I move contacts into sales campaigns using AI?

You tell your agent which contacts to target and which campaign to use. The AI pulls the contact data and adds them to the sequence for you. This setup handles the heavy lifting of database management so you can focus on the messaging.

Campaign enrollment outcomes

Where your contacts land

What happens after you give the command.

TARGETED

Filtered contact lists

The AI scans your database to find the exact people you want to reach. You get a clean list of leads ready for action.

ACTIVE

Live sales sequences

Contacts move directly into your active campaigns. They start receiving your scheduled outreach immediately.

SYNCED

Database alignment

Your contact records and campaign lists stay in sync. The AI ensures the right people are in the right place.

HUMAN

Manual review needed

You decide which specific campaigns are active and which contacts meet your criteria. The AI follows your lead on these decisions.

The workflow

What your AI does when the command arrives.

The AI follows a logical path from scanning your data to executing the enrollment.

  1. Find your leads

    The AI looks through your entire contact database to find the specific people you mentioned in your prompt.

    list_contacts

  2. Locate the campaign

    The agent checks your available sales sequences to find the exact destination for these contacts.

    list_campaigns

  3. Enroll the contacts

    Once the contacts and the campaign are identified, the AI moves the people into the sequence.

    add_to_campaign

  4. Confirm enrollment

    The AI verifies that the contacts were successfully added to the target campaign.

    list_contacts

Try it

Copy these to start.

Use these prompts to trigger the enrollment process.

Starting points

These are basic starting lines. Swap out the bracketed text with your actual contact names or campaign titles.

FirstQuadrant Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_WFQiG2xdFM7kGNL3YTXixrDeo9VRBwLh4CgcMkms/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FirstQuadrant capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "firstquadrant-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_WFQiG2xdFM7kGNL3YTXixrDeo9VRBwLh4CgcMkms/mcp"
    }
  }
}
Copy into chat04

  • Find all contacts in my database with the 'Lead' tag and add them to the 'Q4 Outreach' campaign.

  • List my current campaigns and tell me which one I should use for the contacts named Alice and Bob.

  • Enroll every contact from my 'Prospects' list into the 'Welcome Sequence' campaign.

  • Check my contact list for anyone in the 'Tech Sector' and move them into the 'Industry Deep Dive' campaign.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FirstQuadrant once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing campaigns through your agent immediately.

Connect FirstQuadrant to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new campaigns?

    No. The AI can only add contacts to campaigns that already exist in your account.

  • 02

    Will the AI delete any of my contacts?

    No. The AI only has the ability to list and add contacts to campaigns; it cannot delete data.

  • 03

    Can I review the list before the AI enrolls them?

    Yes. You can ask the AI to list the contacts it found first so you can verify them before giving the command to enroll.

  • 04

    Does the AI write the actual emails in the campaign?

    No. The AI moves the contacts into the sequence, but the content of the emails is managed within your campaign settings.

  • 05

    Can the AI add contacts to multiple campaigns at once?

    Yes, if you specify multiple campaigns in your prompt, the AI will process them one by one.

  • More questions about FirstQuadrant? The Connector page answers them. See everything the FirstQuadrant Connector can do

Connect FirstQuadrant to Claude, Cursor, ChatGPT & more