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Set up your first integration
Quickly connect Instantly to Clay with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Instantly with Clay - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Instantly.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Instantly and Clay, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign
- Event Type
Try ItTriggerInstant- CampaignRequired
- TagRequired
ActionWrite- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
ActionWrite- CampaignRequired
- Email addressRequired
ActionWrite
- Email accountsRequired
- TagRequired
ActionWrite- Email or domainRequired
ActionWrite- Tag LabelRequired
- Tag Description
ActionWrite- Email accountsRequired
- TagRequired
ActionWrite
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Practical ways you can use Instantly and Clay
Track email campaign activity in Clay.
Stay on top of your email campaign performance by automating data transfer. When new activity occurs in Instantly (like a reply, bounce, or unsubscribe), Zapier logs the activity in a Clay table. This keeps your performance metrics centralized for better decision-making.
Business OwnerUpdate lead statuses in Instantly from Clay.
Ensure real-time collaboration between marketing and sales teams. When a specific action is taken in a Clay workspace, Zapier updates the respective lead's status in Instantly. This keeps both teams aligned and informed without manual updates.
Marketing & Marketing OpsAdd new campaign leads to a Clay table.
Streamline lead tracking and management by connecting your email campaigns to Clay. When a new lead is added to an Instantly campaign, Zapier creates a new record in a Clay table. This ensures leads are tracked reliably and reduces the risk of missed opportunities.
Sales OpsLearn how to automate Instantly on the Zapier blog
Learn how to automate Clay on the Zapier blog
Frequently Asked Questions about Instantly + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Clay
How do I set up an integration between Instantly and Clay?
To set up an integration between Instantly and Clay, you'll need to use a trigger and an action. For instance, you can set the trigger to be when a new contact is added in Instantly, which will prompt an action in Clay to update the contact's details or create a new entry. Start by selecting these applications and follow the prompts to configure accordingly.
What triggers can I use with Instantly when integrating with Clay?
With Instantly as part of your integration with Clay, you can utilize triggers such as 'New Contact' or 'Updated Lead'. These triggers will initiate actions in Clay, allowing for seamless data transfer between the two platforms.
Which actions are available in Clay when integrated with Instantly?
When Instantly is integrated with Clay, potential actions within Clay include adding a new row into a table, updating contact information, or even triggering pipeline updates whenever there's a new activity from Instantly.
Can I update existing entries in Clay using data from Instantly?
Yes, by setting an 'Updated Lead' trigger in Instantly, you can update existing entries in Clay. This ensures that any changes made in your lead details on Instantly are automatically reflected on your database or records within Clay.
Is it possible to create automated follow-ups using this integration?
While the direct setup for automated follow-ups isn't explicitly available via our Zapier services for this integration, you can configure workflows where leads meeting certain criteria are tagged or moved into specific categories within either platform. Then manually manage or automate follow-up actions based on those categorizations outside the integration scope.
What should I do if the integration isn't working as expected?
If your integration isn't working as expected between Instantly and Clay, check that both apps are correctly connected and authenticated in our system. Review step-by-step configuration guides again and ensure that any triggers and actions selected match what you intended to achieve. Also confirm that there have been no recent changes to permissions or API tokens.
How often does data sync occur when using this integration?
When leveraging Zapier for integrating Instantly with Clay, data sync generally occurs based on trigger activity – meaning every time there's a new event like added contact or updated entry in Instantly that's set as a trigger. However, be mindful of usage plans which might affect timing.
