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Connect Instantly with OpenPhone to automate outreach follow-ups. Use Latenode’s visual editor and JavaScript nodes to create personalized sequences based on campaign engagement, and scale affordably by paying only for execution time.
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Create a New Scenario to Connect Instantly and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Instantly or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the Instantly node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Instantly
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OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Instantly and OpenPhone 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 OpenPhone 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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OpenPhone
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, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Instantly and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + OpenPhone + HubSpot: When a new lead is created in Instantly, and a call related to that lead is completed in OpenPhone, the lead's details are automatically added as a contact in HubSpot.
OpenPhone + Instantly + Slack: When a call is made in OpenPhone that results in a new contact, and that contact originated from an Instantly campaign, a notification is sent to a designated Slack channel.
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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my Instantly account to OpenPhone using Latenode?
To connect your Instantly account to OpenPhone on Latenode, follow these steps:
Can I automatically update OpenPhone contacts from new Instantly leads?
Yes, you can! Latenode allows real-time syncing, automatically updating OpenPhone with new Instantly leads. Ensure seamless lead management and personalized follow-ups with no coding required.
What types of tasks can I perform by integrating Instantly with OpenPhone?
Integrating Instantly with OpenPhone allows you to perform various tasks, including:
How secure is Instantly data when using Latenode integrations?
Latenode uses enterprise-grade security, including encryption and access controls, to ensure your Instantly data is protected throughout all integrations.
Are there any limitations to the Instantly and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: