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How to connect Instantly and Pipefy
Create a New Scenario to Connect Instantly and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Instantly or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Instantly node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Instantly and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Instantly and Pipefy (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 Pipefy
Instantly + Pipefy + Slack: When a new lead is created in Instantly, a new card is created in Pipefy. Then, a notification is sent to a specified Slack channel to inform the team about the new lead.
Pipefy + Instantly + Google Sheets: When a card is moved to a specific phase in Pipefy, it triggers the movement of corresponding leads in Instantly to a specified campaign or list, updating relevant data in a Google Sheet for tracking.
Instantly and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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FAQ Instantly and Pipefy
How can I connect my Instantly account to Pipefy using Latenode?
To connect your Instantly account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Pipefy cards with Instantly campaign stats?
Yes, you can! Latenode’s visual editor makes it easy to map Instantly campaign data to Pipefy cards, ensuring your team always has the latest performance metrics for lead nurturing.
What types of tasks can I perform by integrating Instantly with Pipefy?
Integrating Instantly with Pipefy allows you to perform various tasks, including:
- Create new Pipefy cards from successful Instantly campaign leads.
- Update Pipefy card fields with Instantly performance data.
- Trigger Instantly email campaigns from specific Pipefy card stages.
- Automatically archive cards in Pipefy based on Instantly engagement.
- Send custom notifications to your team on Pipefy when Instantly leads convert.
Can I use JavaScript to manipulate Instantly data before updating Pipefy?
Yes! Latenode allows you to use JavaScript code blocks to transform Instantly data before it reaches Pipefy, offering unmatched flexibility and control.
Are there any limitations to the Instantly and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Instantly and Pipefy APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript coding knowledge.
- Real-time, two-way synchronization between the apps isn't supported.
