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
You can easily manage the automations by clicking the three dots(...), re-center, and navigate large automations easily:
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: Configure Your Automation Schedule
Before configuring triggers, you can set the schedule for your automations to run. You can customize the following options:
Frequency
Timezone
Repeat every X days
Time of Day
Run only on weekdays(Mon - Fri)
Step 3: Add a Trigger
Choose which event to start your automation. 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
HubSpot Triggers
HubSpot Triggers
Contact created, updated, deleted
Deal created, updated, deleted
Tasks, notes, communications (email, SMS) created
Conversation created
New message in conversation
Deal association changed
HighLevel Triggers
HighLevel Triggers
Contact created
Contact updated
Trigify Trigger
Trigify Trigger
New Signal Detected
RB2B Trigger
RB2B Trigger
Person / Company Identified
Step 4: 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
Step 5: 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
Actions inside Slack: Send message
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
Configure details for other actions
Step 6: 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.
