Instantly + Salesforce
Create Salesforce records from new Instantly events for easy organization
Effortlessly handle new events in the Instantly app and record them in Salesforce with this seamless workflow. When a fresh event occurs in Instantly, this automation saves the details as a new record in Salesforce. This process not only streamlines your data management but also ensures no important event updates are overlooked, offering a comprehensive solution for an efficient form of event-tracking.
Effortlessly handle new events in the Instantly app and record them in Salesforce with this seamless workflow. When a fresh event occurs in Instantly, this automation saves the details as a new record in Salesforce. This process not only streamlines your data management but also ensures no important event updates are overlooked, offering a comprehensive solution for an efficient form of event-tracking.
- 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 new record of a specified Salesforce object.
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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
