Instantly + Salesforce
Update Salesforce leads whenever new events occur in Instantly
Keep your Salesforce leads up-to-date with every new event happening in the Instantly app. This workflow starts as soon as a new event is added in Instantly, subsequently updating your lead data in Salesforce. No more manual entries or overlooked details - this automatic process ensures your Salesforce records always reflect the most current information.
Keep your Salesforce leads up-to-date with every new event happening in the Instantly app. This workflow starts as soon as a new event is added in Instantly, subsequently updating your lead data in Salesforce. No more manual entries or overlooked details - this automatic process ensures your Salesforce records always reflect the most current information.
- 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!Update Lead
Updates an existing lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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
