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Set up your first integration
Quickly connect Instantly to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Instantly with monday.com - 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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Instantly and monday.com, 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 monday.com
Track lead responses in monday.com
When a new event occurs in Instantly, such as a lead opening an email or responding, Zapier updates the respective item in monday.com. This helps business owners monitor lead engagement and ensures the next actions are carried out efficiently.
Business OwnerSync email engagement with monday.com boards
Whenever a lead interacts with an email campaign in Instantly, such as clicking a link, Zapier updates the monday.com board to reflect the lead's engagement. This provides marketing teams with real-time insight to refine targeting efforts.
Marketing & Marketing OpsAdd qualified leads to campaigns in Instantly
When a lead's status is updated in monday.com to signify it as 'qualified,' Zapier adds the lead to a specific email campaign in Instantly. This ensures immediate follow-up to keep the sales pipeline on track.
Sales OpsLearn how to automate Instantly on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Instantly + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and monday.com
How do I set up an integration between Instantly and monday.com?
To integrate Instantly with monday.com, you need to create a Zap in our platform that allows you to select triggers and actions across both applications. Start by choosing a trigger event in Instantly, like 'New Email Received,' then connect it with an action in monday.com, such as 'Create Item.'
What triggers are available for Instantly when integrating with monday.com?
When connecting Instantly to monday.com, you can set up triggers such as 'New Email Received,' 'Email Opened,' or 'New Contact Added.' These triggers allow you to automate actions on monday.com when specific events occur in Instantly.
Can I customize actions in monday.com based on events from Instantly?
Yes, you can customize actions in monday.com based on specific events from Instantly. For example, if an email is opened in Instantly, you could automatically update a task status or notify a team member within your monday.com board.
Are there specific requirements for integrating these two platforms?
To integrate Instantly with monday.com, you need active accounts on both platforms. Ensure that the relevant permissions are granted for our integration tool to access data on both applications.
What happens if there is a disruption in the integration between Instantly and monday.com?
If there's a disruption, our system will attempt to reconnect and continue syncing new data once connection is reestablished. You can also check logs within your account for error details and troubleshooting steps.
How frequently does the integration sync data between Instantly and monday.com?
The integration typically syncs data between Instantly and monday.com almost instantly following the trigger event. However, sync times can vary depending on server loads and response times from each platform.
Is it possible to test the integration before deploying it fully?
Yes, we provide testing functionality that lets you send sample data through your setup Zaps. This helps ensure everything works correctly before going live with full deployment.
