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Automatically create or update Salesforce leads and contacts from Instantly campaign responses. Use Latenode’s visual editor and affordable pricing to build scalable, custom lead management automations without complex code.
Connect Instantly and Salesforce in minutes with Latenode.
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Create a New Scenario to Connect Instantly and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Instantly or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Instantly node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Instantly
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Instantly and Salesforce 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 Salesforce 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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Salesforce
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, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Instantly and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Salesforce + Slack: When a new lead is created in Instantly, this automation updates the lead's record in Salesforce and sends a notification to a Slack channel to alert the sales team.
Salesforce + Instantly + Google Sheets: When a record is updated in Salesforce, the automation searches for corresponding leads in Instantly and then logs both Salesforce and Instantly data in 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Instantly account to Salesforce using Latenode?
To connect your Instantly account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce leads from Instantly campaigns?
Yes, you can! Latenode enables you to create automated workflows to generate Salesforce leads directly from successful Instantly campaigns, improving lead management and sales efficiency.
What types of tasks can I perform by integrating Instantly with Salesforce?
Integrating Instantly with Salesforce allows you to perform various tasks, including:
How does Latenode enhance Instantly data processing for Salesforce?
Latenode enriches data via JavaScript and AI, transforming Instantly data before it reaches Salesforce for greater accuracy and customization.
Are there any limitations to the Instantly and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: