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How to connect Instantly and Gmail
Create a New Scenario to Connect Instantly and Gmail
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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Gmail will be your first step. To do this, click "Choose an app," find Instantly or Gmail, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Gmail Node
Next, click the plus (+) icon on the Instantly node, select Gmail from the list of available apps, and choose the action you need from the list of nodes within Gmail.
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Authenticate Gmail
Now, click the Gmail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gmail settings. Authentication allows you to use Gmail through Latenode.
Configure the Instantly and Gmail 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 Instantly and Gmail 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Gmail, 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 Instantly and Gmail integration works as expected. Depending on your setup, data should flow between Instantly and Gmail (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Gmail
Instantly + Gmail + Slack: When a new lead is created in Instantly, a welcome email is sent via Gmail, and a notification is sent to a Slack channel to alert the sales team.
Gmail + Google Sheets + Instantly: When a new email arrives in Gmail, the sender's email address is extracted and added to a Google Sheet. The email address is then used to create a new lead in Instantly.
Instantly and Gmail integration alternatives
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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About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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FAQ Instantly and Gmail
How can I connect my Instantly account to Gmail using Latenode?
To connect your Instantly account to Gmail on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Gmail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email sequences based on Instantly lead status changes?
Yes, you can! Latenode's visual editor makes it easy to trigger Gmail sequences when a lead’s status changes in Instantly, automating personalized follow-ups & boosting engagement.
What types of tasks can I perform by integrating Instantly with Gmail?
Integrating Instantly with Gmail allows you to perform various tasks, including:
- Automatically forwarding new Instantly leads to a Gmail mailing list.
- Sending summary reports from Instantly campaigns to your Gmail inbox.
- Creating new Gmail drafts based on Instantly lead data.
- Triggering personalized welcome emails via Gmail for new Instantly leads.
- Archiving Gmail conversations as Instantly lead notes.
How does Latenode handle Instantly data security during Gmail integration?
Latenode uses secure protocols and encryption to ensure your Instantly data remains protected when integrated with Gmail. Your data's safety is our top priority.
Are there any limitations to the Instantly and Gmail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Instantly might require parsing before use in Gmail.
- Rate limits apply based on your Instantly and Gmail subscription plans.
- Advanced HTML formatting from Gmail may require custom JavaScript.
