Connect Instantly and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Instantly to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Instantly with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Instantly.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Instantly and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign
- Event Type
Try ItTriggerInstant- CampaignRequired
- TagRequired
ActionWrite- 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
ActionWrite- Campaign
- Email AddressRequired
ActionWrite
- Email accountsRequired
- TagRequired
ActionWrite- Email or domainRequired
ActionWrite- Tag LabelRequired
- Tag Description
ActionWrite- Email accountsRequired
- TagRequired
ActionWrite
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Practical ways you can use Instantly and Salesforce
Add Instantly leads to Salesforce campaigns
Keep your Salesforce campaigns current by automatically adding new leads from Instantly campaigns. When a lead is detected in an Instantly campaign, Zapier creates or updates it in Salesforce and adds them to the respective campaign, ensuring accuracy and reducing manual entry.
Marketing & Marketing OpsUpdate Salesforce lead status based on Instantly activity
Ensure your Salesforce lead statuses remain up-to-date effortlessly. When Zapier detects activity in Instantly, such as lead replies or email opens, it updates the lead's status in Salesforce. This streamlines your sales process and reduces response delays.
Sales OpsLearn how to automate Instantly on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Instantly + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Salesforce
What is required to set up the integration between Instantly and Salesforce?
To set up the integration, you will need accounts on both Instantly and Salesforce, as well as access to our platform. You'll be able to connect these accounts by providing the necessary API keys or authentication tokens from each service into our system.
Can I automate creating leads in Salesforce from Instantly?
Yes, you can automate lead creation in Salesforce using Instantly triggers. When specific actions are performed in Instantly, such as a form submission or a new contact addition, we automatically create new leads in Salesforce using configured actions.
How do I update existing records in Salesforce with data from Instantly?
To update existing records in Salesforce with data from Instantly, you can set a trigger on specific events within Instantly that updates the corresponding Salesforce record. This can include updating contact information or custom fields whenever there are changes made in Instantly.
Are there predefined templates for triggers and actions between Instantly and Salesforce?
Yes, we offer predefined templates that streamline the creation of triggers and actions between Instantly and Salesforce. These templates help you set up common workflows without needing extensive customization but can be tailored to fit your unique needs if required.
Is it possible to customize triggers for specific events in Instantly?
Definitely! Our platform allows full customization of triggers based on a variety of events within Instantly. You can define when an action should be prompted based on attributes like contact tags, engagement scores, or campaign interactions.
How does our platform handle authentication between Instantly and Salesforce during integration?
We securely manage authentication through OAuth2 protocols ensuring that your credentials are safe. Once authenticated initially, our system maintains secure token exchanges for seamless communication between both platforms without requiring repeated logins.
What happens if there's an error during the synchronization process?
If an error occurs during synchronization between Instantly and Salesforce, our system logs detailed error messages which help identify and fix issues quickly. We also offer options for retrying failed synchronizations automatically if configured.
