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How to connect Blue and Instantly
Create a New Scenario to Connect Blue and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Blue, triggered by another scenario, or executed manually (for testing purposes). In most cases, Blue or Instantly will be your first step. To do this, click "Choose an app," find Blue or Instantly, and select the appropriate trigger to start the scenario.
Add the Blue Node
Select the Blue node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the Blue node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Blue and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Blue and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Blue, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Blue and Instantly integration works as expected. Depending on your setup, data should flow between Blue and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Blue and Instantly
Blue + Instantly + Slack: When a new project event occurs in Blue, Instantly searches for leads related to the project. If leads are found, Slack sends a direct message to a predefined user with information about the leads.
Blue + Instantly + PagerDuty: When a new project event occurs in Blue, Instantly searches for leads. If no leads are found, a PagerDuty incident is triggered, indicating a potential issue.
Blue and Instantly integration alternatives
About Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Blue and Instantly
How can I connect my Blue account to Instantly using Latenode?
To connect your Blue account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Blue and click on "Connect".
- Authenticate your Blue and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Blue leads from Instantly campaign data?
Yes, you can! Latenode allows seamless data transfer, keeping your Blue leads up-to-date with Instantly campaign performance for enhanced sales insights and personalized outreach.
What types of tasks can I perform by integrating Blue with Instantly?
Integrating Blue with Instantly allows you to perform various tasks, including:
- Create new Blue leads from successful Instantly campaigns.
- Update Blue contact information based on Instantly engagement data.
- Trigger Instantly campaigns when a new lead is added to Blue.
- Enrich Blue lead data using information from Instantly profiles.
- Track Instantly campaign performance directly within Blue dashboards.
HowdoIautomaticalycreatenewBluecontactsfromInstantlycampaignsuccess?
Latenode simplifies this! Use our visual editor to map Instantly success triggers to Blue contact creation, saving time and ensuring no lead is missed.
Are there any limitations to the Blue and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Blue and Instantly.
- Custom field mappings may require some manual configuration in the Latenode workflow.
- Advanced Instantly features may require custom JavaScript blocks for full compatibility.
