Connect Instantly and Salesforce to power AI-driven automation

No-code AI automation
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Choose an Action

Launch your first automated workflow

Start with a template that brings Instantly and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create Salesforce leads from new Instantly events
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Instantly + Salesforce
Create Salesforce contacts for new Instantly events
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Instantly + Salesforce
Create Salesforce records from new Instantly events for easy organization
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Instantly + Salesforce
Update Salesforce leads whenever new events occur in Instantly
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Instantly + Salesforce
Add updated Salesforce records to Instantly blocklists
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Salesforce + Instantly
Update lead status in Instantly when record fields are updated in Salesforce
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Salesforce + Instantly

Create Salesforce leads from new Instantly events

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Instantly + Salesforce

Create Salesforce contacts for new Instantly events

Details

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Instantly + Salesforce

Create Salesforce records from new Instantly events for easy organization

Details

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Instantly + Salesforce

Update Salesforce leads whenever new events occur in Instantly

Details

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Instantly + Salesforce

Add updated Salesforce records to Instantly blocklists

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Salesforce + Instantly

Update lead status in Instantly when record fields are updated in Salesforce

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Salesforce + Instantly

Add new Salesforce outbound messages to a campaign in Instantly as leads
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Salesforce + Instantly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Instantly with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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
Trigger
Instant
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- 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 Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use Instantly and Salesforce with AI agents and code

Beyond Zap workflows. Call Instantly and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Instantly and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Tags to Accounts
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Instantly and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* instantly / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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 Ops

Try it

Update 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 Ops

Try it

Learn how to automate Instantly on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Instantly to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

About Instantly

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

Learn moreLearn moreHelpHelp

Related categories

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Instantly and Salesforce to power AI-driven automation

Launch your first automated workflow

Create Salesforce leads from new Instantly events

Create Salesforce contacts for new Instantly events

Create Salesforce records from new Instantly events for easy organization

Update Salesforce leads whenever new events occur in Instantly

Add updated Salesforce records to Instantly blocklists

Update lead status in Instantly when record fields are updated in Salesforce

Create Salesforce leads from new Instantly events

Create Salesforce contacts for new Instantly events

Create Salesforce records from new Instantly events for easy organization

Update Salesforce leads whenever new events occur in Instantly

Add updated Salesforce records to Instantly blocklists

Update lead status in Instantly when record fields are updated in Salesforce

Add new Salesforce outbound messages to a campaign in Instantly as leads

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Instantly and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Instantly and Salesforce

Add Instantly leads to Salesforce campaigns

Update Salesforce lead status based on Instantly activity

Learn how to automate Instantly on the Zapier blog

4 ways to automate Instantly with Zapier

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Instantly + Salesforce integrations

Connect Instantly to Salesforce on the world's largest no-code automation platform