Instantly

Anytime a new spreadsheet row is created in Google Sheets, add lead to campaign in Instantly.

Zapier integration: Google Sheets —> Add Lead To Instantly Campaign

Remove Leads In Instantly Campaigns From Google Sheets

Zapier Integration: Google Sheets —> Remove Lead from Instantly Campaign

When a lead is marked as interested, create a new row in Google Sheet

Zapier integration: Google sheets —> Add Interested leads

Follow the tutorial to create a Zap: when a lead is marked as Interested, add it to Hubspot

Zapier integration: Create a contact in HubSpot when a lead is marked as Interested in Instantly

Follow the tutorial to create a Zap: when a lead is marked as Interested, add it to Close CRM

Zapier integration: Add a lead to Close CRM when marked as Interested in Instantly

Anytime a lead is marked as interested, send channel message in Slack

Zapier integration: Receive a message in Slack when a lead is marked as Interested in Instantly

Anytime a campaign is completed in Instantly, send channel message in Slack

Zapier integration: Receive a message in Slack when a campaign is completed

Anytime a new event is created in Instantly, find email in Gmail and send channel message in Discord

Zapier integration: Receive a message in Discord when a reply is received in Instantly

Anytime a lead is marked as interested, send channel message in Discord

Zapier integration: Receive a message in Discord when a lead is marked as Interested in Instantly

Anytime a campaign is completed in Instantly, send channel message in Discord

Zapier integration: Receive a message in Discord when a campaign is completed

Follow the tutorial to create a Zap: when a lead is mark as Interested in Unibox, create a lead in Pipedrive

Zapier integration: Create a lead in Pipedrive when a lead is marked as Interested in Instantly

Zapier

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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