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Sync Instantly leads to Grist, enriching your contact database with campaign performance data. Latenode’s visual editor makes custom data transforms easy, and affordable execution costs scale with your outreach.
Connect Instantly and Grist in minutes with Latenode.
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Create a New Scenario to Connect Instantly and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Instantly or Grist, 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.
Instantly
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 Grist Node
Next, click the plus (+) icon on the Instantly node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
Instantly
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Grist
Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Instantly and Grist 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 Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Grist
Trigger on Webhook
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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Instantly and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Grist + Slack: When a new lead is created in Instantly, their information is added to a Grist document, and a notification is sent to a Slack channel to alert the sales team.
Grist + Instantly + Google Sheets: When records are created or updated in Grist, reflecting outreach campaign results, this data is automatically logged into a Google Sheet for reporting.
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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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How can I connect my Instantly account to Grist using Latenode?
To connect your Instantly account to Grist on Latenode, follow these steps:
Can I automatically update Grist with new Instantly leads?
Yes, Latenode's visual editor makes it easy. Automate lead data transfer, ensuring Grist is always up-to-date with the latest Instantly-generated leads, saving you time and improving data accuracy.
What types of tasks can I perform by integrating Instantly with Grist?
Integrating Instantly with Grist allows you to perform various tasks, including:
What Instantly triggers are available within Latenode workflows?
Latenode supports Instantly triggers for new leads, campaign starts/stops, and reaching set quotas, facilitating responsive automation.
Are there any limitations to the Instantly and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: