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How to connect Instantly and SmartSuite
Create a New Scenario to Connect Instantly and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Instantly or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Instantly node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Instantly and SmartSuite 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 SmartSuite 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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Save and Activate the Scenario
After configuring Instantly, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Instantly and SmartSuite (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 SmartSuite
Instantly + SmartSuite + Slack: When a new lead is created in Instantly, a corresponding record is created in SmartSuite. Then, a notification is sent to a designated Slack channel to alert the sales team of the new lead.
SmartSuite + Instantly + Google Sheets: When a record is updated in SmartSuite, the automation updates a corresponding lead in Instantly, and logs this action by adding a new row to Google Sheets.
Instantly and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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FAQ Instantly and SmartSuite
How can I connect my Instantly account to SmartSuite using Latenode?
To connect your Instantly account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update SmartSuite from Instantly campaign data?
Yes, you can! Latenode allows you to seamlessly sync Instantly campaign metrics to SmartSuite, enhancing reporting and analysis with our advanced data manipulation features.
What types of tasks can I perform by integrating Instantly with SmartSuite?
Integrating Instantly with SmartSuite allows you to perform various tasks, including:
- Automatically adding new Instantly leads to SmartSuite as contacts.
- Tracking campaign performance from Instantly inside SmartSuite dashboards.
- Creating automated follow-up tasks in SmartSuite for qualified Instantly leads.
- Updating SmartSuite records when a lead progresses in Instantly.
- Generating custom reports by combining data from both Instantly and SmartSuite.
What Instantly campaign data is available to use within Latenode?
Latenode provides access to campaign stats, lead details, and engagement metrics, allowing you to build detailed SmartSuite reports.
Are there any limitations to the Instantly and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Instantly and SmartSuite APIs may affect large data transfers.
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the polling interval configured within Latenode.
