4 ways to automate Instantly

When it comes to sales and marketing, you’d give anything to connect with your ideal customer. And with Instantly’s robust platform for outreach, deliverability, and more, it’s possible. But making that information accessible to your team is another problem entirely. It needs to show up in so many places, like your CRM, your spreadsheets—even your team’s to-do list.

That’s where automation comes in. With Zapier, you can connect Instantly to thousands of other apps and create fully automated workflows (we call them Zaps) that do work for you. Not sure where to start? Here are some of the most popular ways to automate Instantly with Zapier.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Connect Instantly with a spreadsheet

If you work in marketing or sales, you likely use several specialized apps to do your job. But no matter how sophisticated your apps are, there’s often no replacement for the trusty spreadsheet—which lets you store, organize, and analyze large amounts of information.

Instead of trying to keep your spreadsheets up to date with the latest data from Instantly (which would take a lot of time and effort), you can fully automate the process. With these workflows, you can create new Instantly events in a spreadsheet—well, instantly.

You can also create a Zap that does the opposite, which is handy if you use spreadsheets to collect customer information or other data that needs to live in Instantly.

Get notifications for new Instantly activity

When there’s new sales or marketing activity, you need to act quickly to make the most of the moment. But when you’re working with a high volume of leads or customers, it can be easy to miss crucial moments—like a lead visiting your website.

With Zapier, you don’t have to worry about missing key Instantly activity. You can create a Zap that sends you a notification every time there’s a new Instantly event. You can even get those notifications wherever you and your team spend the most time—whether that’s Slack, email, or somewhere else.

Keep your CRM and Instantly in sync

When they’re not running demos or meeting with prospects, sales teams spend most of their time in their customer relationship management (CRM) app. It’s where they track prospects and deals, see lead activity, and manage their pipeline.

To equip your sales team with the most up-to-date information, you want all your Instantly activity to show up in your CRM. You can use one of these Zaps to automatically update contacts, leads, and more in your CRM based on new Instantly activity.

Add Instantly activity to your to-do list

In sales, following up quickly is key. But managing those follow-ups can quickly become a second job—and take your sales experts away from closing deals.

That’s where automation can be invaluable. With Zapier, you can create a Zap that adds items to your to-do list or project management app based on Instantly activity—so your team can focus on what they do best.

Supercharge your sales with Instantly and Zapier

Instantly is home to valuable information about your prospects and customers—information that can equip you to close more deals and win more revenue. By connecting Instantly to your other business-critical apps with Zapier, you can arm your sales and marketing teams with that info—and take some work off their plates, too.

And this is just the start of what you can do with Instantly and Zapier. What will you automate first?

by Zapier