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How to connect Instantly and Youform
Create a New Scenario to Connect Instantly and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Instantly or Youform, 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 Youform Node
Next, click the plus (+) icon on the Instantly node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Instantly and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Instantly and Youform (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 Youform
Youform + Instantly + Slack: When a new form submission is received in Youform, a new lead is created in Instantly. Then, a message is sent to a Slack channel notifying the team about the new lead.
Youform + Instantly + Google Sheets: On new Youform submissions, create a new lead in Instantly and log the submission details in a Google Sheets spreadsheet.
Instantly and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Instantly and Youform
How can I connect my Instantly account to Youform using Latenode?
To connect your Instantly account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Instantly lead data from Youform submissions?
Yes, you can! Latenode lets you sync Youform data with Instantly in real-time. Update lead statuses and custom fields automatically for efficient lead management.
What types of tasks can I perform by integrating Instantly with Youform?
Integrating Instantly with Youform allows you to perform various tasks, including:
- Add new Instantly leads from Youform submissions automatically.
- Trigger Instantly campaigns when a Youform is submitted.
- Update Instantly lead custom fields with Youform data.
- Send personalized thank-you emails via Instantly after form submission.
- Create detailed reports by combining Instantly and Youform data.
Can I filter Youform submissions before adding Instantly leads?
Yes! Latenode's logic blocks allow precise filtering, ensuring only qualified Youform entries create leads in Instantly.
Are there any limitations to the Instantly and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- The number of active workflows depends on your Latenode subscription plan.
- Rate limits of Instantly and Youform APIs may affect high-volume workflows.
