- First, you need to register in ApiX-Drive
- Choose what data to transfer from Salesforce CRM to Instantly
- Turn on auto-update
- Now the data will be automatically transferred from Salesforce CRM to Instantly
Integration Salesforce CRM + Instantly
Connect Salesforce CRM and Instantly via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Salesforce CRM and Instantly yourself, without programmers
Other available integrations
Salesforce CRM (245 available connectors)
Instantly (163 available connectors)
Without restrictions
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Automation capabilities of
Salesforce CRM and Instantly
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Salesforce CRM to Instantly.
Transmit data at specified intervals from Salesforce CRM to Instantly.
Data source: Salesforce CRM, available actions:
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get POSSIBILITY (modified)
- Get POSSIBILITY (new)
- Get POSSIBILITY by stage (new)
- Get TASKS (modified)
- Get TASKS (new)
- Get ORDERS (modified)
- Get ORDERS (new)
- Get ORDERS by stage (new)
- Get COMPANIES (modified)
- Get COMPANIES (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
- Get LEADS by stage (new)
Data receiver: Instantly, available actions:
- Add EMAIL to blocklist
- Add LEAD to campaign
- Update LEAD status
- Delete EMAIL from blocklist
- Remove LEAD from campaign
F.A.Q. on integration of Salesforce CRM and Instantly
How is integration of Salesforce CRM and Instantly carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Salesforce CRM with Instantly?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Salesforce CRM and Instantly
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
Information about Instantly
Instantly is an online service with an extensive list of email marketing tools. It allows you to connect a set of accounts for flexible management and analysis of mailing metrics. It can also be used to conduct hot mailings, thanks to the Warmup Emails option. And the Email Validation and Bulk Domain Testing tools make it possible to filter the database from inactive email addresses and check web domains in bulk to improve message deliverability. In addition, there is a Campaign Builder feature for automating and personalizing emails. And the Inbox Rotation tool allows you to automatically move emails between accounts. More
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