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About

Zapier

Zapier is a no-code automation platform that connects thousands of apps to help teams automate repetitive tasks and workflows. It enables users to trigger actions in one tool based on events that occur in another, without writing code. Sales, marketing, and operations teams use Zapier to orchestrate lead routing, notifications, CRM updates, and internal processes across their tech stack. Zapier acts as a flexible automation layer that extends the capabilities of tools like Instantly beyond native integrations.

Zapier

and Instantly

The Zapier + Instantly integration allows Instantly events to trigger automated workflows—or “Zaps”—that connect Instantly to other tools in your stack. When key actions occur in Instantly, such as a lead being added, a reply being received, or a campaign status changing, Zapier can capture those events and trigger follow-up actions in connected apps like CRMs, spreadsheets, Slack, task managers, or custom systems. Zapier can also send data into Instantly, such as creating or updating leads based on activity in another platform. This enables teams to automate cross-tool workflows and build custom integrations without engineering effort.

Common Use cases

  • Instantly → other tools: Trigger actions in CRMs, Slack, Google Sheets, or task tools when leads are added or replies are received in Instantly.
  • Other tools → Instantly: Automatically create or update leads in Instantly based on events from forms, CRMs, or internal systems.
  • Custom lead routing: Route leads to different systems or workflows based on reply type, status, or campaign metadata.
  • Internal notifications & ops automation: Keep sales, SDR, or ops teams in sync with outbound activity through automated alerts and updates.
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