Instantly + Salesmate

Instantly + Salesmate integrations

Create new Salesmate contacts for new Instantly events

Streamline your contact management system with this workflow. Whenever there's a new event within Instantly, it will promptly create a contact in Salesmate, making sure you can focus on building customer relationships rather than data entry. This seamless process eliminates manual work, providing an efficient solution to enhance your productivity.

When this happens...
New EventTriggers 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.
TriggerInstant
automatically do this!
Create ContactCreates a new Contact, probably with input from previous steps.
ActionWrite

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More things you can do with Instantly and Salesmate

Discover other triggers and actions you can use with Instantly and Salesmate

- Campaign
- Event Type
Trigger
Instant
Try It
- Campaign
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email address
  Required
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email Address
  Required
Action
Write
- Campaign
  Required
- Tag
  Required
Action
Write

- Lead Email
  Required
- Campaign
Action
Search
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It

New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select Module
  Required
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write

- Email accounts
  Required
- Tag
  Required
Action
Write
- Email or domain
  Required
Action
Write
- Tag Label
  Required
- Tag Description
Action
Write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Email address
  Required
- New Status
  Required
Action
Write
New User
Triggers when a new user created.
Trigger
Polling
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

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About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

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CRM (Customer Relationship Management)

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