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Frequently Asked Questions about Instantly + LeadConnector integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and LeadConnector
How can I set up a trigger in Instantly to start an action in LeadConnector?
To set up a trigger in Instantly that starts an action in LeadConnector, begin by selecting 'New Email Opened' or 'New Email Clicked' as the trigger event. Then, connect your accounts and choose the desired action in LeadConnector, like 'Add Contact' or 'Update Deal.' We guide you through each step with a straightforward interface.
What types of data can be shared between Instantly and LeadConnector?
You can share various types of data between Instantly and LeadConnector, such as contact details like name, email address, deal information, and note additions. This helps ensure that your sales team has the most up-to-date info from your email interactions.
Can I automate the addition of new contacts from Instantly to LeadConnector?
Yes, you can automate the process of adding new contacts from Instantly to LeadConnector by setting 'New Email Replied' as a trigger. This automatically adds the contact information captured from replies into your CRM system within LeadConnector.
Is it possible to update existing deals automatically based on email interactions?
Absolutely. By using triggers such as 'Email Replied' or 'Email Link Clicked,' you can automate updates to existing deals in LeadConnector. For instance, updating statuses or adding notes based on client responses is seamlessly integrated into this process.
What should I do if my triggers aren’t firing correctly?
If your triggers aren't firing as expected, we recommend checking your connection settings between Instantly and LeadConnector first. Ensure that authentication tokens are up-to-date and permissions are properly set. Our support team is also available for further assistance if needed.
Can I customize actions triggered in LeadConnector based on specific criteria in Instantly emails?
Yes, you can customize actions triggered in LeadConnector by setting filters on your triggers within Instantly. For example, you might only want actions to fire if an email is opened by a certain recipient or contains specific keywords. These filters help tailor integrations to your precise needs.
Are there any limitations when using these tools together for automation tasks?
While there’s extensive flexibility when integrating Instantly with LeadConnector, limitations do exist such as maximum number of API calls per hour depending on billing plans. Additionally, certain complex workflows may require more intricate setup through conditional logic available within our platform.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign
- Event Type
Try It- CampaignRequired
- TagRequired
- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
- CampaignRequired
- Email addressRequired
- Email accountsRequired
- TagRequired
- Email or domainRequired
- Tag LabelRequired
- Tag Description
- Email accountsRequired
- TagRequired