Instantly's native Salesforce integration retires on December 10, 2026. This guide explains what stops working and how to keep your Salesforce workflows running with OutboundSync or Zapier.
What's changing and when
Until December 10, 2026
Your current Salesforce connection keeps working, including automations, lead imports, and subscriber syncs.
New Salesforce connections can no longer be added.
On December 10, 2026
We disconnect the integration and delete the Salesforce credentials stored in Instantly.
Everything listed below stops working.
What isn't affected
Your leads in Instantly.
Your data in Salesforce.
What stops working on December 10
Automations that use Salesforce
Any workflow with a Salesforce trigger or a Salesforce step stops running. This includes workflows built from the Salesforce templates, such as "Add new Salesforce leads to a campaign" and "Salesforce lead + task on positive reply".
Salesforce triggers
These start a workflow when something happens in Salesforce:
A lead is created, updated or deleted.
A contact is created, updated or deleted.
An opportunity is created, updated or deleted.
A custom object record is created, updated or deleted.
Salesforce steps
These make changes in Salesforce:
Create Lead and Update Lead.
Create Contact and Update Contact.
Create Opportunity and Update Opportunity.
Create Task.
Create Record, Update Record and Get Record, for custom objects.
Importing leads from Salesforce
This is the Salesforce card marked (old) in Settings → Integrations. It lets you import the leads or contacts in a Salesforce list view into a campaign or a lead list. It also lets you paste a Salesforce list view link when you import leads. After December 10, these imports are no longer available.
Subscriber syncs from Salesforce
In Subscribers, Sync from CRM and One-time CRM Sync bring Salesforce leads and contacts into All Subscribers. Ongoing syncs also follow creates, updates and deletes in Salesforce. These syncs stop on December 10. Subscribers you already synced stay in Instantly, but they no longer update from Salesforce.
Move to OutboundSync & Zapier
If you use Salesforce to… | Move to |
Log Instantly activity in Salesforce, such as sends, replies and lead status changes | OutboundSync (Option 1) |
Add new Salesforce leads or contacts to an Instantly campaign automatically | Zapier (Option 2) |
Create or update Salesforce records when something happens in Instantly, in your own way | Zapier (Option 2) |
Move a batch of leads from Salesforce into a campaign once | CSV import (Option 3) |
Keep Subscribers in sync with Salesforce | CSV import (Option 3). There's no automatic replacement today. |
You can combine options. For example, you can use OutboundSync to log activity and Zapier to add new Salesforce leads to a campaign.
Option 1: OutboundSync
OutboundSync logs your Instantly activity in Salesforce: sent emails, replies, lead status changes and more. It works in one direction, from Instantly to Salesforce. It doesn't add Salesforce leads to your campaigns, so use Zapier (Option 2) for that.
Before you start
OutboundSync is a separate service with its own account and pricing.
It receives your Instantly events through webhooks, which are available on the HyperGrowth plan and above. See Outbound Plans Comparison.
A Salesforce admin needs to approve OutboundSync's access to your Salesforce org. OutboundSync's setup guide covers this.
How to set it up
Follow our step-by-step article: Salesforce and HubSpot Integration via OutboundSync. In short:
In OutboundSync, create a webhook for Salesforce with Instantly as the engagement platform.
In Instantly, add that webhook and choose the events and campaigns to send.
Run OutboundSync's sync test, then check that the activity shows up in Salesforce.
For details on which events OutboundSync logs and how it matches leads and contacts in Salesforce, see OutboundSync's Instantly + Salesforce page.
Option 2: Zapier
Zapier connects Instantly and Salesforce in both directions. Before you start:
Instantly: Zapier is available on the Growth plan and above.
Zapier: Salesforce is a premium app on Zapier, so you need a paid Zapier plan.
Salesforce: Zapier supports the Essentials, Professional, Enterprise, Unlimited and Performance editions. Your Salesforce admin may need to approve Zapier first. See Zapier's How to get started with Salesforce on Zapier.
Connect Instantly to Zapier: in Instantly, go to Settings → Integrations, find Zapier and click Copy API Key. Paste the key in Zapier when you connect Instantly. See Zapier Integration.
Salesforce → Instantly: add new Salesforce leads to a campaign
Create a Zap.
Trigger: choose Salesforce and the New Lead event.
For contacts, use New Contact.
For any other object, or for changes to existing records, use New Record or Updated Record and pick the object.
Action: choose Instantly and Add Lead to Campaign.
Pick the campaign and map the lead's Email, which is required. Map any other fields you use, such as first name, last name and company name.
Use the action's duplicate check option if you don't want duplicate leads.
Test the Zap, then publish it.
To keep statuses aligned, you can also use the Instantly action Update Lead Status, for example, when a lead's status changes in Salesforce.
Instantly → Salesforce: create or update a Salesforce lead when someone replies
Create a Zap.
Trigger: choose Instantly and the New Event event.
Pick the event type, such as Reply Received or Lead is marked as interested.
Optionally, limit it to one campaign.
Action: choose Salesforce and Find or Create Record.
Set the object to Lead and search by Email, using the lead's email from the Instantly event.
If no lead is found, Zapier creates one. Fill in Last Name and Company, which Salesforce requires for new leads.
Optional, to log a follow-up: add a Salesforce → Create Record action, set the object to Task, and link it to the lead from step 3.
Optional, to change the lead: add Salesforce → Update Lead, using the lead ID from step 3, for example, to change the lead status.
Test the Zap, then publish it.
Rebuilding an Automations workflow in Zapier
In Instantly Automations | In Zapier (Salesforce app) |
Lead Created | Trigger: New Lead |
Contact Created | Trigger: New Contact |
Opportunity Created, Record Created | Trigger: New Record (pick the object) |
Lead, Contact, Opportunity or Record Updated | Trigger: Updated Record (pick the object) |
Lead, Contact, Opportunity or Record Deleted | No matching Zapier trigger |
Create Lead / Update Lead | Action: Create Lead / Update Lead |
In Instantly Automations | In Zapier (Salesforce app) |
Create Contact / Update Contact | Action: Create Contact / Update Contact |
Create Opportunity, Create Record | Action: Create Record (pick the object) |
Update Opportunity, Update Record | Action: Update Record (pick the object) |
Create Task | Action: Create Record with the Task object |
Get Record | Search: Find Record |
On the Instantly side, use the New Event trigger for things that happen in Instantly. Use Add Lead to Campaign, Remove Lead From Campaign, Update Lead Status, and Find Lead for changes in Instantly.
Option 3: One-off import with a CSV file
Use this to move a batch of leads once. It's also the way to refresh Subscribers from Salesforce.
1. Export from Salesforce. Open a report with the leads or contacts you want. Include at least Email, plus First Name, Last Name and Company. Then:
Click the dropdown arrow next to the report and select Export.
Choose Details Only and the .csv format.
Click Export and save the file.
If you don't see the export option, ask your Salesforce admin. See Salesforce's Export a Report.
2. Upload to Instantly
To a campaign: open the campaign, go to Leads, add leads, and choose Upload CSV.
Map the Email column, which is required. Keep Check for Duplicates Across All Campaigns/Lists checked if you don't want duplicates.
Checklist: before December 10
Find what uses Salesforce. Check Automations for workflows with a Salesforce trigger or step.
Check Settings → Integrations for the Salesforce and Salesforce (old) cards.
Pick a replacement for each one: OutboundSync, Zapier or a CSV import.
Rebuild each one in OutboundSync or Zapier.
Test with a test lead, and check the result in Salesforce and in Instantly.
Pause the old Instantly workflows and syncs once the new setup works, so nothing runs twice. Do this before December 10.
FAQ
1. Will I lose any leads or data?
No. Your leads in Instantly and your data in Salesforce are not affected.
2. What happens to my Salesforce workflows on December 10?
They stop running. Rebuild them in OutboundSync or Zapier before then.
3. Can I reconnect Salesforce after December 10?
No. After December 10, use OutboundSync, Zapier, or CSV imports.
4. I need help switching.
Contact our support team. We're happy to help.