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.
With manual pushes, you are able to select multiple sequences to send data to.
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.
With automatic pushes, you are limited to sending data to a single sequence.
Setting Up an Integration with Instantly
To initiate your Instantly integration, navigate to Integrations from the sidebar menu. Locate and select Instantly among the integration options or visit https://app.rb2b.com/integrations/instantly
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 Discard to abandon your work.
Adding/Removing/Changing Sequence(s)
To change what sequence(s) RB2B sends contacts to, simply check/uncheck the required sequences from your list of sequences then click "Save" at the top right of the window.
After Setup
After you have successfully set up your integration you will gain the ability to push leads from Slack to Instantly 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.
