The Automation Builder allows you to integrate and connect additional tools to Instantly, and it is available to all Email Outreach plans.
You choose a trigger, and Instantly automatically performs an action in another tool. For example, when the lead's interest status changes, Instantly sends them to a LinkedIn campaign in Aimfox, Heyreach, or Valley.
Step 1: Create an automation
Go to the Automations tab
Click 'Add New' to create a new automation workflow
Design your workflow
You can easily manage the automations by clicking the three dots(...):
Settings: Rename the automation or add a description.
Save: Save the changes
Duplicate: Duplicate the automation
Share: Share the automation
History: Check the execution history of the automation workflow
Delete: Delete the automation
Step 2: Add a trigger
You can select available triggers from Instantly:
Lead interest status changed
Campaign finished for lead
Lead added to list
Lead replies
Once you select the trigger event, click 'Continue' to choose the target campaign.
Click 'Continue' to test and save the step.
The 'Lead Interest Status Changes' trigger only works for the default interest status labels within Instantly. Custom labels are not supported for now.
Step 3: Add an action
We support Aimfox, Valley, and HeyReach for adding actions in the workflow. Before configuring the actions, please connect your integration account to Instantly.
Aimfox
Click 'Add New'
You will be asked for a user/password to connect to your Aimfox account.
Valley
Click 'Add New'
Enter your account and password to connect to your Valley account.
HeyReach
Log in to your HeyReach account and navigate to API Integration.
Click on New API key to create a new API Key.
Enter your API Key in Instantly to connect to your HeyReach account.
After setting up the triggers and selecting the connected accounts, you can add the available actions to be performed in these integrations:
Aimfox: Add profile to campaign
HeyReach: Add lead to campaign, Add lead to list
Valley: Add lead to campaign
Below is an example of the workflow with Aimfox integration: When the lead interest status changes in your selected campaign in Instantly, it will add the profile to the selected campaign in Aimfox.
Once you select the actions, click 'Continue' to choose the campaign and map the lead data. To map the variable in Instantly:
Click +
Click the arrow to unfold the variable list
Lead variable: id, email, lastName, LinkedIn, firstName
If the action is set to 'Add leads to campaign' in Instantly, you can check the box:
Ignore if lead exists in other campaigns to skip duplicates
Launch campaign if paused or completed to resume the campaign
The whole process is similar across the board, so you can follow the same steps for other integrations.
Step 4: Activate the automation workflow
Before activating the workflow, please ensure that you test the trigger to confirm that the action you selected can be completed successfully. You can also check the execution history of the automation workflow to verify its success.
Now you can toggle the switch on or click the Play icon in the automation list to activate the workflow.
