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Module 06 · Integrations

Instantly

Coming soon

Let Sales read outreach campaigns and their analytics, leads, and email replies in Instantly. Read only. Coming soon.

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Instantly sends outreach email campaigns from many mailboxes. Once you connect it, Sales can read how each campaign is doing, which leads replied, and what they said.

Which assistants use it#

AssistantStatus
SalesComing soon

What assistants can do#

Instantly connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Read campaigns and their analyticsReads on its own
Read leads and email repliesReads on its own
Launch or pause a campaign, add leads, or replyNever run from chat

Setup (when it opens)#

  1. In Instantly, open Settings, then Integrations, and create a key with read scopes only. Copy it; it shows once. Every Outreach plan from Growth up includes access for developers.
  2. Open Integrations in StellarFirm and pick Instantly.
  3. Paste the key, switch on the live option, and press Connect.

Permissions#

  • Nothing here waits for an Approve because nothing here changes data. Nothing is sent from chat.
  • Give the key read scopes only, so it can never do more. Checking whether an email address is valid uses Instantly credits, so it never runs from chat.
  • Revoke the key in Instantly whenever you want to cut access.

Prompts to try#

PromptCampaign readout
Sales, compare how many people replied to each of my active Instantly campaigns this month and tell me which sequence step loses the most people.
PromptHot leads
Sales, list the Instantly leads who replied this week with interest and draft a follow-up for each for me to approve.