Instantly + umsatz.io

Modify deal stages in umsatz.io and remove leads from campaigns in Instantly

Optimize your sales workflow with this efficient integration between umsatz.io and Instantly. When a deal stage is updated in umsatz.io, this automation promptly removes the corresponding lead from a campaign in Instantly. This real-time coordination frees your team to exclusively focus on nurturing and closing the most promising leads, paving the path for robust sales growth.

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
- Email accountsRequired
- TagRequired
Action
Write
- Email or domainRequired
Action
Write
- Tag LabelRequired
- Tag Description
Action
Write
- Email accountsRequired
- TagRequired
Action
Write
- CampaignRequired
- Email addressRequired
- New StatusRequired
Action
Write

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
- Campaign
- Event Type
Trigger
Instant
Try It
- CampaignRequired
- TagRequired
Action
Write
- 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
Action
Write
- Campaign
- Email AddressRequired
Action
Write
- CampaignRequired
- TagRequired
Action
Write
- Lead EmailRequired
- Campaign
Action
Search

About Instantly

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

Learn more

Related categories

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

Instantly + umsatz.io

Modify deal stages in umsatz.io and remove leads from campaigns in Instantly

Supported triggers and actions

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Add Tags to Accounts

Add to Blocklist

Create a New Tag

Remove Tags From Accounts

Update Lead Status

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

New Event

Add Tags to Campaigns

Add Lead to Campaign

Remove Lead From Campaign

Remove Tags From Campaigns

Find Lead

About Instantly

Related categories

About umsatz.io

Related categories