When it comes to sales and marketing, you'd give anything to connect with your ideal customer. And with Instantly's robust platform for outreach, deliverability, and more, it's possible. But making that information accessible to your team is another problem entirely. It needs to show up in so many places, like your CRM, your spreadsheetsāeven your team's to-do list.
That's where automation comes in. With Zapier, you can connect Instantly to thousands of other apps and create fully automated workflows (we call them Zaps) that do work for you. Not sure where to start? Here are some of the most popular ways to automate Instantly with Zapier.
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To get started with a Zap templateāwhat we call our pre-made workflowsājust click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Connect Instantly with a spreadsheet
If you work in marketing or sales, you likely use several specialized apps to do your job. But no matter how sophisticated your apps are, there's often no replacement for the trusty spreadsheetāwhich lets you store, organize, and analyze large amounts of information.
Instead of trying to keep your spreadsheets up to date with the latest data from Instantly (which would take a lot of time and effort), you can fully automate the process. With these workflows, you can create new Instantly events in a spreadsheetāwell, instantly.
Create rows in Google Sheets for new events in Instantly
Instantly + Google Sheets
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Effortlessly organize your new events from Instantly with this seamless automation. When an event is added in Instantly, a corresponding row will be created in a specified Google Sheets spreadsheet, ensuring that your event data is consistently updated and easily accessible. Save time and stay organized with this efficient workflow.
Add new Instantly events to Google Sheets as multiple rows
Instantly + Google Sheets
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Effortlessly track new events in your Instantly app and maintain an organized record in Google Sheets using this efficient workflow. When a new event occurs in Instantly, this automation creates corresponding rows in your chosen Google Sheets document, keeping your data up-to-date and eliminating the need for manual entry. Stay on top of your tasks and activities with this seamless integration.
Create Airtable records for new Instantly events
Instantly + Airtable
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Stay organized and up-to-date with this workflow that connects Instantly and Airtable. Every time a new event occurs in Instantly, this automation will create a record in Airtable to help you keep track of important information. No need to manually input data - this seamless integration does it all for you, saving time and effort.
You can also create a Zap that does the opposite, which is handy if you use spreadsheets to collect customer information or other data that needs to live in Instantly.
Add leads to Instantly campaign from new or updated Google Sheets rows
Google Sheets + Instantly
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Keep your campaigns up-to-date with this efficient workflow between Google Sheets and Instantly. Whenever there's a new or updated spreadsheet row in your Google Sheets, this automation will add a lead to your selected campaign in Instantly. This makes sure your campaigns always have the latest information without requiring any manual intervention.
Remove leads from campaign in Instantly when new or updated rows appear in Google Sheets
Google Sheets + Instantly
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Maintain efficient lead management with this streamlined workflow. Whenever you add or modify a row in your Google Sheets spreadsheet, it prompts an immediate update in your Instantly app. This system ensures your Instantly records align perfectly with your Google Sheets data, removing the need for any manual updates and ensuring consistent data across your tools. Boost your productivity by simplifying your processes with this automation.
Add new records to campaign as leads with Airtable to Instantly workflow
Airtable + Instantly
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Boost your efficiency with this workflow linking Airtable and Instantly. When a new record is added to your Airtable, it will instantly contribute to a chosen campaign in your Instantly platform, offering immediate notification. This seamless process saves crucial time and elevates the effectiveness of your marketing operations.
Get notifications for new Instantly activity
When there's new sales or marketing activity, you need to act quickly to make the most of the moment. But when you're working with a high volume of leads or customers, it can be easy to miss crucial momentsālike a lead visiting your website.
With Zapier, you don't have to worry about missing key Instantly activity. You can create a Zap that sends you a notification every time there's a new Instantly event. You can even get those notifications wherever you and your team spend the most timeāwhether that's Slack, email, or somewhere else.
Receive Slack notifications for new Instantly events
Instantly + Slack
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Stay informed and act fast with this efficient workflow that connects Instantly and Slack. When a new event occurs in the Instantly app, it instantly sends a channel message in Slack, ensuring smooth team communication and real-time updates. Strengthen collaboration and keep everyone in the loop with this seamless automation.
Send private Slack messages for new Instantly events
Instantly + Slack
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Stay informed about new events in the Instantly app by receiving immediate notifications in your Slack private channel. With this automation, whenever there's a new event in the Instantly app, a private message will be sent to a designated Slack channel, ensuring you're kept in the loop without delay. Keep track of vital information and stay on top of events with this seamless workflow.
Send emails in Gmail for new events in Instantly
Instantly + Gmail
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Stay on top of your important events with this efficient workflow. When a new event is added in the Instantly app, an email will be sent to you via Gmail, ensuring you're always aware of your upcoming gatherings. Save time and maintain organization by letting this automation handle your event notifications.
Send sms messages for new Instantly events with SMS by Zapier
Instantly + SMS by Zapier
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Stay updated on your events by receiving text messages instantly. With this workflow, whenever a new event occurs in the Instantly app, an automated SMS will be sent to your phone via SMS by Zapier, keeping you informed without any manual effort. Never miss an important update with this convenient and efficient automation.
Send outbound emails for new Instantly events in Email by Zapier
Instantly + Email by Zapier
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Stay on top of your events and improve your communication with this efficient automation. Whenever a new event occurs in the Instantly app, this workflow will send an outbound email through Email by Zapier, ensuring timely notifications and updates. Save time and effortlessly manage your events with this seamless integration.
Keep your CRM and Instantly in sync
When they're not running demos or meeting with prospects, sales teams spend most of their time in their customer relationship management (CRM) app. It's where they track prospects and deals, see lead activity, and manage their pipeline.
To equip your sales team with the most up-to-date information, you want all your Instantly activity to show up in your CRM. You can use one of these Zaps to automatically update contacts, leads, and more in your CRM based on new Instantly activity.
Create opportunities in LeadConnector for new Instantly events
Instantly + LeadConnector
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Effortlessly manage your leads as soon as a new event occurs with this efficient workflow. When a new event happens in the Instantly app, it will immediately create or update an opportunity in the LeadConnector app. Stay organized and never miss a lead by integrating these apps for a seamless lead management experience.
Add or update contacts in LeadConnector for new events in Instantly
Instantly + LeadConnector
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Instantly stay on top of new events and streamline lead management with this efficient automation. When a new event occurs in the Instantly app, this workflow will automatically update or add a contact in the LeadConnector platform. It's the perfect way to ensure seamless lead tracking and maintain up-to-date contact information.
Create HubSpot contacts from new Instantly events
Instantly + HubSpot
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Easily streamline your contact management process with this workflow. When a new event occurs in the Instantly app, a contact will be created in HubSpot, saving you time and ensuring your contact list is always up-to-date. Enhance your marketing and sales efforts with this seamless automation.
Create leads in Close for new events in Instantly
Instantly + Close
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Easily expand your sales pipeline with this efficient workflow. When a new event occurs in the Instantly app, it automatically creates a lead in the Close app for you. Stay on top of potential opportunities and streamline your lead generation process with this seamless automation.
Create Deals in Pipedrive When New Events Occur in Instantly
Instantly + Pipedrive
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Stay on top of your sales pipeline effortlessly with this workflow that connects Instantly and Pipedrive. Whenever a new event occurs in Instantly, this automation will swiftly create a deal in Pipedrive, ensuring you never miss an opportunity to close a sale. Save time, improve efficiency, and maintain a streamlined sales process with this intuitive combination.
Add Instantly activity to your to-do list
In sales, following up quickly is key. But managing those follow-ups can quickly become a second jobāand take your sales experts away from closing deals.
That's where automation can be invaluable. With Zapier, you can create a Zap that adds items to your to-do list or project management app based on Instantly activityāso your team can focus on what they do best.
Create items in monday.com for new events in Instantly
Instantly + monday.com
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Effortlessly manage your events with this seamless workflow between Instantly and monday.com. When a new event is created in Instantly, an item will be added to your desired board in monday.com. This integration helps you stay organized and ensures all your event information is easily accessible, saving you time and keeping your team on the same page.
Add new Instantly events to Notion as database items
Instantly + Notion
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Stay organized and save time by connecting your Instantly app with Notion. With this workflow, when a new event is added in Instantly, a corresponding database item will be created in Notion. This seamless integration ensures that all your important events are instantly reflected in your Notion database, allowing you to manage them effortlessly and stay on top of your schedule.
Create tasks in HyperDone for new Instantly events
Instantly + HyperDone
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Stay effortlessly responsive to new events in your Instantly account. This integration automatically creates a new task in HyperDone for each new Instantly event.
Supercharge your sales with Instantly and Zapier
Instantly is home to valuable information about your prospects and customersāinformation that can equip you to close more deals and win more revenue. By connecting Instantly to your other business-critical apps with Zapier, you can arm your sales and marketing teams with that infoāand take some work off their plates, too.
And this is just the start of what you can do with Instantly and Zapier. What will you automate first?
