How to Connect Instantly as Data Destination
The integration will allow you to add or remove leads to campaigns, update the status of a lead, and add or delete an email to the blocklist in your Instantly account. For example, you can add a lead to a company based on data from your website, landing page, or Google Sheets. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually add or remove leads and emails in your blocklist.
Let's go through the entire Instantly setup steps together!
Navigation:
1. What will the integration with Instantly do?
2. How to connect Instantly account to ApiX-Drive?
3. How to set up data transfer in Instantly in the selected action?
4. Sample data to be sent to your Instantly.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Instantly as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Instantly.
Next, you need to specify the action "Add LEAD to campaign" if you need to add a lead to the selected campaign.
- Add LEAD to campaign - a lead will be added to the campaign in the Instantly account.
- Update LEAD status - the status of the lead in the Instantly account will be updated.
- Remove LEAD from campaign - the lead will be removed from the campaign in the Instantly account.
- Add EMAIL to blocklist - email will be added to the blocklist in your Instantly account.
- Delete EMAIL from blocklist - email will be deleted from the blocklist in Instantly account.
The next step is to select the Instantly account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, fill in the "API Key" field.
To do this, let's go to the Instantly personal account.
Go to the Settings section on the Integrations tab.
In the tab that opens, copy the API Key and paste it into the appropriate field in the ApiX-Drive system.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this login!
Now you need to set up the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Instantly.
Be sure to select a campaign where all data from Google Sheets will go.
Also assign other required fields from the drop-down lists.
Now you can see the test data.
If you want to send test data to Instantly in order to check if the setup is correct, click "Send test data to Instantly" and go to your Instantly to check the result.
If you want to change the settings, click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable auto-update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the Instantly setting as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!