Updated October 10, 2025

TL;DR

• Instantly connects to CRMs, automation platforms, enrichment tools, and custom apps. Integration capability is included in your Instantly plan. Your variable costs come from third parties that bill by tasks, operations, credits, or seats.
• For fast wins, start with native CRM sends or Zapier. Use a dedicated connector like OutboundSync when you need reliable two-way HubSpot or Salesforce sync for reporting.
• Typical setup ranges from 15 to 60 minutes for basics and 1 to 3 hours for multi-step automations.
• Control spend by batching updates, deduping at the edge, and gating sends by placement. Use Instantly’s AI and SuperSearch before buying extra enrichment.

Instantly’s AI-powered integration ecosystem

Instantly is the email growth engine for agencies, founders, and lean sales teams. You get deliverability, data, AI, and unlimited email accounts on a flat fee, then connect your stack with native CRM connections, workflow platforms like Zapier or Make, lead enrichment tools, and developer options. Unlimited accounts and warmup are included across Outreach plans on the Instantly pricing page.

Inside the product, the AI Reply Agent guide explains how it reads replies and drafts responses in under five minutes using credits per AI reply. Copilot supports research, targeting, and campaign creation on the Copilot page.

For a full walkthrough, watch the Instantly channel’s full tutorial.

"Getting set up is very easy, especially with the AI copilot that helps you every step of the way." - Antoine M. on G2

Understanding Instantly’s integration capabilities

You can connect Instantly in five common ways. Pick the lightest method that meets your reporting and automation needs.

• Native CRM connections. Push contacts and activity into systems like HubSpot or Salesforce for quick handoffs. Often one-way for activity.
• Workflow automation. Zapier and Make trigger actions across thousands of apps. Zapier bills by tasks, as described in Zapier’s article on how pay-per-task billing works. Make bills by operations and is introducing a credits model.
• Lead enrichment and personalization. Use Instantly's native lead enrichment or integrate in a few clicks with a provider like Clay.

• Specialized two-way CRM sync. OutboundSync is built to write Instantly activity back into HubSpot or Salesforce with attribution and error handling. Follow the OutboundSync integration steps.
• Developer options. API v2 and webhooks let you create contacts, launch campaigns, and pull analytics. Explore the API v2 reference. Unified APIs such as Unified.to can reduce maintenance across many CRMs.

You can also see a full product walkthrough in this 2025 tutorial.

CRM integrations: native, automation and bidirectional sync

If you only need a basic handoff to CRM, native or Zapier works. When RevOps needs two-way sync that reconciles statuses, replies, and fields for accurate reporting, move to a specialized connector.

• Native CRM connections. Simple and fast for contact creation and basic activity. Many teams treat them as one-way feeds for Instantly events into CRM. For reliable two-way control and attribution, pair Instantly with OutboundSync.
• Zapier or Make. Good for routing and mid-complexity sync. Costs scale with task or operation usage and plan tiers, per Zapier’s note on pay-per-task billing.
• OutboundSync. Built for bidirectional sync with mapping, dedupe, and error handling plus timeline events in HubSpot and Salesforce.

Table. CRM integration options and what they cost to run

Best fit by option

• Native. Fast contact push to HubSpot or Salesforce when you only need basic activity in CRM.
• Zapier or Make. Flexible routing and enrichment for small to mid volume. Ideal for proofs of concept and agency playbooks. See the Instantly guide to Zapier automations.
• OutboundSync. Teams that need accurate two-way CRM reporting without maintaining many custom Zaps or scenarios.

Here's guided tutorial on how to integrate Instantly with OutboundSync to Hubspot, Salesforce and more in just a few clicks:

Automate and scale: workflow platforms with AI

Zapier and Make cover most CRMs, enrichment providers, and spreadsheets, and both charge based on usage. Zapier counts tasks. Make has historically counted operations and is moving to a credits model.

Inside Instantly, AI Reply Agent drafts replies in under five minutes and uses Instantly credits per AI reply, while Copilot speeds up research and campaign setup. Learn more on the Copilot page.

Common automations you can ship fast

• Lead capture to Instantly. A form fill or meeting booked creates a contact, adds to a campaign, and updates CRM, following the Zapier integration guide.
• Reply triage. A reply event triggers AI triage, routes meetings to the owner, and logs the outcome in CRM. See examples in this Instantly video on AI agents for agencies.
• Health gating. Inbox Placement tests can auto-pause a mailbox when placement dips and alert your ops channel with the automated tests guide.

Watch how you can leverage Instantly's AI to book more calls (200% more in this case)

Enrich and personalize: lead intelligence integrations

Better data improves reply rates and reduces bounces. Before adding extra tools, you can source verified, enriched leads from Instantly’s SuperSearch and export to major CRMs via the software overview.

Popular choices and how they bill

• Clay: Contact discovery, enrichment, and AI research on a credit model.
• Persana AI: AI-assisted research and personalization with credit-based usage and CRM integrations.

Custom solutions: API, webhooks and unified APIs

If you need tight control, use API endpoints and webhooks to automate contacts, campaigns, analytics, and even Inbox Placement tests. Browse the Instantly Integrations collection to wire up API and webhooks.

To support many client CRMs with one build, consider a unified API like Unified.to. You integrate once, then connect multiple back ends such as HubSpot, Salesforce, and Instantly.

Your key needs and checklist

What matters most to sales and RevOps leaders is safe scale, clean data, and clear reporting. Integration choices affect all three.

• Deliverability and safety. Keep ramping conservative and rely on warmup, placement tests, and a private deliverability network before scaling. A simple rule is do not send past 30 emails per inbox per day. Pause when placement dips. See Inbox Placement for the guardrails.
• Privacy and compliance. Instantly publishes a DPA and sub-processors and uses OAuth with major providers. Keep PII minimal and avoid prohibited data categories when syncing, as listed in Instanly’s sub-processors.
• CRM reporting. If one-way activity is not enough, adopt a true two-way sync rather than chaining many Zaps or scenarios. If reporting is your goal, keep contact, company, deal, and activity mapping simple on day one.

Cost optimization strategies you can apply now

• Batch writes. Group CRM updates to reduce tasks or operations in iPaaS tools. Zapier’s key concepts explain how tasks add up.
• Deduplicate at the edge. Clean lists in Sheets or your enrichment table before you write to CRM.
• Use first-party data. Pull leads from SuperSearch before buying more credits elsewhere, as outlined in this guide to AI for bootstrapped SaaS sales.
• Gate sends by health. Auto-pause on poor Inbox Placement to protect domain reputation with automated tests.
• Watch usage. Track iPaaS task or operation counts monthly. Zapier supports predictable overages with pay-per-task billing.
• Pick the right sync. Move to a two-way connector when you need attribution and fewer custom automations to maintain.
• Scope AI usage. Route high-value reply types to AI and handle ambiguous ones manually. For copy generation speed-ups, see this video on writing sequences in seconds.

Estimated setup times for common Instantly integrations

• Native HubSpot or Salesforce connection. 15 to 30 minutes for auth and basic mapping.
• Zapier basic flows. 30 to 60 minutes for one trigger plus two actions, as shown in the Zapier automation guide.
• Make scenarios with branching. 45 to 90 minutes including error paths per Make’s help.
• Outbound sync for HubSpot or Salesforce. 1 to 3 hours for core objects. 1 to 2 days if you add custom fields and dedupe logic. See the Integrations collection for mapping examples.
• Clay enrichment plus Instantly sync. 1 to 2 hours to set fields and throttling, illustrated in a Clay review and walkthrough.
• Persana AI personalization. 30 to 60 minutes for fields and prompts.
• API plus webhooks minimal app. Half a day for basic triggers. 2 to 3 days for a full end-to-end pipeline using the API v2 reference.

Proof and adoption signals from our customers

"It is the Inbox placement feature which i like the most as it help us to get to know the spam score and the mails that are placed in the inbox so by this we can manage the mail ids accordingly." - Verified User on G2

"Simple and well-designed UX, effective support from both humans and AI for small questions. Additionally, the AI is capable of entering campaign configurations and applying fixes, which is a huge time saver!" - guillaume n. on G2

"In just the past 180 days, I’ve been able to book over 100 meetings, close deals worth more than €15,000, and even walk away from my regular 9 to 5 job, all with the help of Instantly." - Dustin G. on Trustpilot

For a visual walkthrough of CRM syncing and workflows, watch this Instantly video on closing more deals with Instantly’s CRM.

Building a scalable and cost-effective outreach stack

Start with the simple wins. Connect Instantly to your CRM. Add a Zapier flow to push replies and meetings. Layer enrichment only where it lifts quality. When you need two-way CRM reporting, use a dedicated connector instead of stitching many automations. Use Instantly’s AI, warmup, and placement tests to protect sender reputation and reduce manual work. If you prefer a guided setup, request an interactive demo.

Optimize your outreach with Instantly’s integrations

Start a free trial today to map your stack against the options above and pick the lightest path to your goals. Review plans and credits, scan supported connectors, and share the developer docs with engineering and RevOps using the Integrations collection.

Frequently asked questions

• How much do Instantly integrations cost each month?
  Most integration features are included in your Instantly plan. Your additional costs usually come from iPaaS tools that bill by tasks or operations and enrichment tools that bill by credits. A common starter range is 50 to 250 dollars per month as you scale usage. See plan tiers on the pricing page.
• Are Instantly’s native CRM integrations one-way or two-way?
  Native connections typically push contacts and activity into CRM and are used as one-way feeds for reporting. For reliable bidirectional sync across objects and fields, follow the OutboundSync integration steps.
• What is the fastest way to connect Instantly to HubSpot or Salesforce?
  Use Instantly’s built-in connectors for initial contact and activity push. If you want more control or a visual reference, watch this short Instantly & HubSpot integration walkthrough.
• When should I choose OutboundSync over Zapier or Make?
  Pick a two-way connector when revenue reporting depends on syncing contacts, companies, deals, and activities in both directions. Use Zapier or Make for lighter routing, enrichment, and notifications where usage-based billing stays predictable. The Instantly guide to Zapier automations shows what you can ship fast.
• How do Zapier and Make pricing models compare for outbound workflows?
  Zapier bills per task, including overages via pay-per-task billing. Make historically bills per operation and has introduced a credits model.
• How do Instantly’s AI features affect cost?
  Copilot is part of the platform experience. AI Reply Agent drafts replies in under five minutes and consumes Instantly credits per AI reply, which you can monitor and cap. For faster copy creation, see how to write email sequences in seconds.
• How can I avoid deliverability drops when scaling?
  Do not send past 30 emails per inbox per day. Warm domains, keep bounces at or below 1 percent, run placement tests, and pause when placement dips. Use strict send windows and rotate inboxes based on Inbox Placement.
• Can I combine LinkedIn touches with Instantly emails?
  Yes. Many teams add light LinkedIn steps and coordinate records via automation. Keep volumes conservative to protect accounts and ensure CRM logging for a clear audit trail. See multi-channel tool ideas in our AI SDR & BDR tools guide.
• Do I need developers to integrate Instantly?
  No for basic CRM connections and common automations. Yes for custom workflows, bulk data jobs, or internal tools built on the API and webhooks. Share the Integrations collection with engineering.
• What ROI should agencies expect from integrations?
  Expect faster handoffs and fewer missed replies from AI triage, plus cleaner attribution when activity lands in CRM. Use this model to plan impact in the Instantly pricing ROI guide.
• Is Instantly compliant for client data?
  Instantly publishes a DPA and a sub-processor list and uses established auth methods. You are responsible for lawful contact use and for avoiding restricted data categories in uploads. See Instanly’s sub-processors.
• Where can I see supported connectors and step-by-step guides?
  Browse the Integrations collection for API v2, webhooks, Zapier, Make, HubSpot, Salesforce, Pipedrive, and OutboundSync guides.

Key terms glossary

• CRM integration. Connecting Instantly with HubSpot, Salesforce, or Pipedrive to share contacts and activity.
• Bidirectional sync. Two-way updates that reconcile changes on both sides for accurate reporting.
• Workflow automation. Tools like Zapier and Make that connect apps and run logic based on triggers and actions, covered in Zapier’s key concepts.
• API. An Application Programming Interface that enables programmatic reads and writes. See the API v2 reference.
• Webhooks. Real-time events sent to your endpoint when something happens, such as a reply. Review setup paths in the Integrations collection.
• Lead enrichment. Adding verified contact and company data to improve targeting and deliverability, as shown in this Clay review and walkthrough.
• AI automation. Using agents like Copilot or AI Reply Agent to research, write, and triage. See Instantly’s AI agents page.