1.Monitors new email event
Integrate Instantly and email event tracking tools to capture email opens or link clicks as engagement signals.
Update contact engagement fields from email events in CRM
Automatically monitor new email events across Instantly to map source email to CRM contacts and engagement signals. Update contact engagement fields in HubSpot when email opens, link clicks, or engagement thresholds trigger so you can prioritize outreach, keep activity history current, and avoid manual data entry.
How this automation keeps your engagement history current
When new email opens or link clicks happen, delays can cause missed timing for follow-up and reporting. This automation tracks engagement signals, finds the matching HubSpot contact, and updates engagement counts and last-activity timestampsβso your team can prioritize outreach.
Instantlyor swap with your favorite app
2.Filters qualifying engagement events
Integrate Zapier and workflow filters to continue only for email opened or link clicked events for the right signals.
Email by Zapieror swap with your favorite app
3.Delays to respect rate limits
Integrate Zapier and timing controls to pause briefly before lookups and metric retrieval.
4.Finds contact by email
Integrate HubSpot and crm contact lookup tools to match the contact record by email.
HubSpotor swap with your favorite app
5.Looks up Instantly API key
Integrate Zapier Tables and configuration storage tools to retrieve the Instantly API key for the event.
Zapier Tablesor swap with your favorite app
6.Requests engagement metrics
Integrate Webhooks by Zapier and api tools to call Instantly and retrieve engagement metrics for the event.
Webhooks by Zapieror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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