Another way to automate your outreach is through Pabbly Connect.
Available triggers for Instantly are:
Triggers when Email sent in a particular campaign is opened.
Triggers when someone replies to email sent in a particular campaign.
Triggers when Email sent in a particular campaign is bounced.
Triggers when lead unsubscribes.
Triggers when the lead completes a campaign.
Available Instantly actions are:
Add Leads to Campaign
Add a lead to the campaign.
Remove Leads from Campaign
Removes existing lead from campaign.
Update Lead Status
Updates the status of the lead.
Add Entries to Blocklist
Adds new entries to the blocklist.
Remove Entries from Blocklist
Remove existing entries from the blocklist.
Set Campaign Name
Sets a new campaign name.
Set Campaign Accounts
Sets the campaign's sending accounts to emails in the account list.
Remove Sending Account from Campaign
Remove a single sending account from the specified campaign.
Some of the use cases are:
Sending an email notification to your clients or team members when a lead shows interest in your services.
Managing a Block List: Capture the lead data and add it to a Google Sheet
Email Reply Notifications
Send an email from Gmail when a new reply is received in Unibox
To connect Pabbly, simply follow the instructions from the Pabbly dashboard.
First, select the trigger.
Then, copy the webhook and paste it to Instantly.
Go to your Instantly settings, then go to Integrations. You'll find webhooks in the list
Click on 'Add Webhook' to make a new connection.
Copy-paste Pabbly Webhook URL in Add a Webhook field.
Select the campaign you want to send event notifications from, for this webhook.
Select the event type 'Reply Received' from within the campaign to send notifications for.
Click on 'Add webhook' button after all three fields are done, and you should be able to see it added in the list.
Now you need to make or wait for the trigger to happen so that the Webhook response will be captured.
Next, choose an action.
For example, when a reply is received in Instantly, send an email via Gmail or Outlook to your client, so they can quickly reply to the leads.
You will be prompted to connect your Gmail account that will be sending emails:
Next, enter the recipient email address (your client for example), and map the rest of the fields based on the data from the trigger.
You want to add the leads email in "reply to" field.
Finally, click on Save and test:
Once done, scroll to the top and enable Workflow:
Your workflow should now be active and the emails will be sent to the address listed in your action.
Import leads from Google Sheets
Another use case is when a lead is added to a Google Sheet, add a new lead in Instantly campaign.
For this case, create a new workflow with Google Sheet trigger "New or updated Spreadsheet row":
Add the webhook to Instantly:
Follow below steps -
Make sure you're logged into single Google Sheets account while doing the setup. Watch tutorial here
Create a new Spreadsheet. Navigate to the "Extensions", move to "Add-ons" option and then click on "Get add-ons".
A dialog box will appear. Now search for the Pabbly Connect Webhooks add-on, install it, and refresh the page once.
Navigate to the "Extensions" menu again, and click on Pabbly Connect Webhooks.
Click on the "Initial Setup" option, put the Webhook URL provided above, and specify the trigger column. The trigger column should be the one containing email address.
Click on the "Send Test" button & you should be able to receive the webhook response below. Now click on submit button to save the Initial Setup you did.
Move to the Pabbly Connect Webhook from the Sheet menu under the Extensions menu and choose the event when webhook should send data.
That's it. You have successfully set up the webhook in your Google Sheets as a trigger.
Ensure that the trigger column value is modified in order to capture the New or Updated Spreadsheet row.
If you are manually making the change in the Spreadsheet, the updated data will be sent immediately to Pabbly Connect. Ensure enabling the Send on Event option in the addon.
If the change is made through an external platform besides Google Forms in the Spreadsheet, the trigger will be sent once every one hour. Ensure you enable the Send on Schedule option in the addon.
2. The next step is to connect Instantly and choose step "Add leads to campaign"
Select the campaign to which you want to import the leads, and other variables such as first name, last name, company, etc.
Once mapped, test the action:
Open the campaign in Instantly, if the setup is complete, you should see a new lead in your campaign.
And that's it, you can enable or disable this workflow from the top of the page.