The Instantly & Pipedrive integration is now live in our Automation Builder. You can now create powerful, automated workflows that connect Pipedrive with Instantly and other available tools.
Connect Instantly directly with your Pipedrive CRM to automatically sync leads, deals, activities, and more between both platforms.
Step 1: Create Your Automation
Go to the Automations tab
Click 'Add New' to create a new automation workflow
Design your workflow
Re-center, and navigate large automations easily
Managing Your Automations
Undo / Redo: Revert or reapply your most recent changes
Zoom In / Out: Adjust the canvas view
Re-center view: Automatically scales and positions the canvas to show all nodes
Run Test: Execute the workflow manually to test triggers and actions
Paused/Active Toggle: Pause or activate the workflow
Three dots:
Settings: Rename the automation or add a description
Re-arrange: Reset the positions of all nodes
Save: Save the changes
Duplicate: Duplicate the automation
History: Check the execution history of the automation workflow
Delete: Delete the automation
Step 2: Add a Trigger
You can add different triggers from Instantly, Pipedrive, or other available apps. One trigger can run multiple actions in a single flow.
Pipedrive Triggers
Person Created/Updated/Deleted
Deal Created/Updated/Deleted
Lead Created/Updated/Deleted
Activity Created/Updated/Deleted
Instantly Triggers
Lead interest status changed
Campaign finished for lead
Lead added to list
Lead replies
Step 3: Add Built-in Steps
HTTP Request
Push data from Instantly to external APIs.
Add Conditional Branching (If/Else Logic)
You can now add logic inside your workflows. Conditional branching is the simple “if this, then that” logic inside a workflow.
If the condition matches → Action A happens next
If the condition does not match → Action B happens next
The workflow makes the decision automatically based on the data: different data → different action → fully automated. Example:
If lead has a corporate domain → send Slack alert to a specific channel
If lead uses Gmail/Hotmail → send to a different channel
The IF condition node now supports multiple conditions in one step, with AND / OR logic. That means you can check several rules at once without stacking multiple IF nodes.
Add Delay
You can set a delay before the next action runs. Set delays in minutes, hours, or days to create more precise automation sequences.
Step 4: Add Actions
After setting up the triggers, choose what action(s) to perform in Pipedrive, Instantly, or other available apps.
Connect Your Pipedrive Account
If you don't have a Pipedrive account connected, click 'Add new' to connect your Pipedrive account.
Available Actions
Actions inside Pipedrive:
Create/Update Person
Create Activity
Create/Update Deal
Create/Update Lead
Create Note
Create Project Task
Actions inside Instantly: Add lead to list, Add lead to campaign
Configure Your Action
After selecting an action, click "Continue" to configure:
Map variables when creating person: Enter / to map the variables: Email, First name, Last Name, Phone, Organization ID, Label IDs, or Custom variables
Configure details for other actions
To get the Person ID, you'll need to configure a workflow:
Trigger: Person created in Pipedrive
Action: Add lead to Instantly campaign or list
In the 'Configure' step, add the Pipedrive person ID as a custom variable
Step 5: Test and Activate
Before going live, please always test your automation.
Click "Continue" after configuration
Test the trigger event
Verify the action completes successfully
Review the test results
Below is an example of the test result for a person created in Pipedrive: Upon receiving the Data Out result, you can check if the sample person has been created in Pipedrive.
You can now activate the workflow by toggling the switch on and check the execution history of the automation workflow to verify its success.
