Setup Guide: Instantly
Updated over a week ago

For your Instantly integration to function effectively, it is essential to have an active Slack integration. Please make sure you've set up your Slack integration prior to moving forward with the process.

Instantly integration is only available for RB2B Pro users.

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.

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