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Integrate Instantly with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Instantly with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Instantly

A trigger is an event that starts your Zap and runs the workflow. For example, with Instantly, a trigger could be "New Event."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Instantly to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Instantly to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Frequently Asked Questions about Instantly + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Salesforce

What is required to set up the integration between Instantly and Salesforce?

To set up the integration, you will need accounts on both Instantly and Salesforce, as well as access to our platform. You'll be able to connect these accounts by providing the necessary API keys or authentication tokens from each service into our system.

Can I automate creating leads in Salesforce from Instantly?

Yes, you can automate lead creation in Salesforce using Instantly triggers. When specific actions are performed in Instantly, such as a form submission or a new contact addition, we automatically create new leads in Salesforce using configured actions.

How do I update existing records in Salesforce with data from Instantly?

To update existing records in Salesforce with data from Instantly, you can set a trigger on specific events within Instantly that updates the corresponding Salesforce record. This can include updating contact information or custom fields whenever there are changes made in Instantly.

Are there predefined templates for triggers and actions between Instantly and Salesforce?

Yes, we offer predefined templates that streamline the creation of triggers and actions between Instantly and Salesforce. These templates help you set up common workflows without needing extensive customization but can be tailored to fit your unique needs if required.

Is it possible to customize triggers for specific events in Instantly?

Definitely! Our platform allows full customization of triggers based on a variety of events within Instantly. You can define when an action should be prompted based on attributes like contact tags, engagement scores, or campaign interactions.

How does our platform handle authentication between Instantly and Salesforce during integration?

We securely manage authentication through OAuth2 protocols ensuring that your credentials are safe. Once authenticated initially, our system maintains secure token exchanges for seamless communication between both platforms without requiring repeated logins.

What happens if there's an error during the synchronization process?

If an error occurs during synchronization between Instantly and Salesforce, our system logs detailed error messages which help identify and fix issues quickly. We also offer options for retrying failed synchronizations automatically if configured.

Connect Instantly and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Instantly and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Choose an Action

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
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • Tag
      Required
    Action
    Write
    • Campaign
      Required
    • Ignore if lead exists in other campaigns
    • Launch campaign if it is paused or completed
    • Email address
      Required
    • First Name
    • Last Name
    • Company Name
    • Personalization
    • Custom Variables
    Action
    Write
    • Campaign
      Required
    • Email address
      Required
    Action
    Write
    • Email accounts
      Required
    • Tag
      Required
    Action
    Write
    • Email or domain
      Required
    Action
    Write
    • Tag Label
      Required
    • Tag Description
    Action
    Write
    • Email accounts
      Required
    • Tag
      Required
    Action
    Write

Learn how to automate Instantly on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About Instantly
Instantly is an email automation platform that helps scale outreach campaigns.
Learn more
Related categories
  • Email
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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