RB2B's Instantly integration is only available for RB2B Pro users.
Considerations
RB2B's Instantly integration works in one of two ways:
Manual Pushes
When used in conjunction with Slack, a 'Push to Instantly' button will appear on visitor profiles in Slack. Using that will manually push selected profiles to Instantly.
Slack is required for manual pushing to Instantly.
Automatic Pushes
By toggling on Auto Sync Profiles on the integration settings, RB2B will automatically send profiles of identified visitors to Instantly.
Auto sync is required when Instantly is used in conjunction with sending only ICP tagged visitors.
Setting Up an Integration with Instantly
To initiate your Instantly integration, navigate to Integrations from the sidebar menu. Locate Instantly among the integration options and select View Integration.
Step 1
Enter your Instantly API Key. Don't know it? Instantly has documentation to help you find it. Click Validate API Key to confirm that it has been entered correctly.
Step 2
Pick the Sequence(s) that you will use as shortcuts inside Slack. At least one Sequence is required for the Instantly integration to function.
Step 3
Click Save to publish your changes or click Cancel to abandon your work.
Adding/Removing/Changing Sequence(s)
To see what Sequence(s) your Instantly integration is currently using, navigate to Integrations from the sidebar menu. Locate Instantly among the integration options and select View Integration. From there you will be able to check/uncheck the Sequence(s) that you wish to alter.
After Setup
After you have successfully set up your integration you will gain the ability to push leads from Slack to Smartlead via the individual Slack notifications.
Currently, this is a manual process.
Disconnecting Instantly
To disconnect your Instantly integration, navigate to Integrations from the sidebar menu. Locate Instantly among the integration options and select View Integration. To disconnect the Instantly entirely, click Delete API Key then click Save to publish your changes.
