Manage new Instantly events by finding or creating persons in Attio
Seamlessly manage your contacts with this effective workflow. Whenever a new event occurs in the Instantly app, it will trigger a process that finds or creates a person in your Attio app. This helps you save intervention time by eliminating manual entries and ensures your Attio database is always up-to-date with the latest information from Instantly.
Seamlessly manage your contacts with this effective workflow. Whenever a new event occurs in the Instantly app, it will trigger a process that finds or creates a person in your Attio app. This helps you save intervention time by eliminating manual entries and ensures your Attio database is always up-to-date with the latest information from Instantly.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired