Instantly Automations

Instantly Automations

Let your sales handoffs run themselves

Pick an event, like a lead replying or getting a positive label. Instantly then runs the next steps for you in your CRM, Slack and the other tools your team uses.

Get started with InstantlySee how it works
  • Available on all Outbound plans
  • Build it yourself or with Instantly AI
  • Test before you switch it on
Positive reply handoffExample
  1. Trigger · InstantlyAny Positive Label
  2. Action · HubSpotCreate or update contact
  3. Action · HubSpotCreate task
  4. Action · SlackSend message
Illustrative examples built from documented triggers and actions. Not real customer data.

Outreach slows down at every handoff

A lead replies with interest. Someone copies their details into the CRM, someone else pings the team, and the follow-up waits until a person gets to it. None of these steps is hard. They just keep stealing time from selling.

Automations turns each of these into a step that runs on its own.

After every interested reply

Today, by hand

  1. Copy the lead into your CRMby hand, every time
  2. Tell the team a lead is interesteda message someone has to remember
  3. Create a follow-up task for the ownerif anyone remembers
  4. Move the lead to the right list or campaignafter checking the reply

With Automations

  • Copy the lead into your CRM
  • Tell the team a lead is interested
  • Create a follow-up task for the owner
  • Move the lead to the right list or campaign

How Automations works

Three steps, all inside Instantly. Build them yourself or ask Instantly AI to draft the workflow for you.

  1. 1

    Choose a trigger

    Start from an Instantly event such as Lead Replies, Any Positive Label or Email Bounced, or from a connected app like HubSpot, Pipedrive or Calendly.

  2. 2

    Add the actions

    Pick what should happen next. One trigger can run several actions, and built-in steps like Condition, Delay and Human Approval control the flow.

  3. 3

    Test, then switch it on

    Use Run Test to check the workflow, toggle it on, and follow each run in the Live Feed.

Automations run for events that happen after you switch them on.

Example workflow

From a positive reply to a ready follow-up

Here is one workflow a sales team could build with documented triggers and actions. When a lead gets a positive label, the lead lands in HubSpot, the owner gets a task, and the team hears about it in Slack.

Illustrative example. The HubSpot and Slack actions need connected accounts for those apps.

Get started with Instantly
  1. Step 1

    Trigger · Instantly

    Any Positive Label

    Starts when a lead in your campaigns gets a positive label.

  2. Step 2

    Action · HubSpot

    Create or update contact

    Maps the lead’s name, email, company and custom variables to HubSpot fields.

  3. Step 3

    Action · HubSpot

    Create task

    Gives the owner a follow-up task with the details they need.

  4. Step 4

    Action · Slack

    Send message

    Posts the lead’s name, email and status to your sales channel.

  5. Want a gate first? Add a Condition step to split the flow, or a Human Approval step to pause until someone approves.

Three workflows teams set up first

For sales teams

Keep your CRM current without copy-paste

When a lead’s interest status changes, create or update the contact in HubSpot so the record matches what happened in your campaign.

  1. When · InstantlyLead Interest Status Changed
  2. Then · HubSpotCreate or update contact
Example recipe

What your team gets back

Connect the tools you already use

Triggers and actions cover Instantly plus a long list of apps, including CRMs, calendars, forms and Slack. Built-in Webhook and HTTP Request steps reach tools without a native integration.

Instantly
  • HubSpot
  • Pipedrive
  • Slack
  • Calendly
  • Typeform
  • Airtable
  • Notion
  • Stripe
  • Attio
  • Clay
  • and many more

Fewer manual handoffs

CRM updates, team alerts and follow-up tasks run when the event happens.

Control over every run

Add Conditions, Delays or a Human Approval step, and review activity in the Live Feed.

Reuse what works

Duplicate a workflow, save it as a template, or download it as a JSON file to import later.

Build it your way

Start from scratch, pick a template, or ask Instantly AI to build the workflow, then adjust it on the canvas.

Questions before you start

Answers come from the Instantly help center.

Read the Automations guide

Full trigger and action lists live in the help center.

Give your team back the busywork

Set up your first automation in the Agents tab, test it, and let the next handoff run on its own.

Get started with Instantly

Available on all Outbound plans.

Made with Instantly