Zapier Pipeline Automation for Instantly | Scribe

    Zapier Pipeline Automation for Instantly

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    • 43 steps |
    • 3 minutes
    1
    Navigate to [https://zapier.com/editor/204068302/draft](https://zapier.com/editor/204068302/draft)
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    Click here.
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    In order to connect the correct Instantly account/workspace, you will need to get the API key from Zapier. \ \ Follow these steps: \ \ 1\. Navigate to the correct workspace\ 2\. Go to settings\ 3\. Go to Integrations\ 4\. Scroll down until you see Zapier\ 5\. Copy the API key
    3
    Click 'New Event'
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    Click "Continue"
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    Click "Continue"
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    Select the 'Event Type'.
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    Click "Reply Received"
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    Click "Continue"
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    Click "Continue with selected record"
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    Select the Workspace, there should only be one available.
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    Click "CLIENT FULFILLMENT"
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    Select the client folder.
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    Click "Lead Tracker"
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    The 'Task Name' will be the first name and last name of the contact. \ \ Be sure to put a space in between the first and last names.
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    Enter in all of the relevant info, as seen in the picture, into the Task description.
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    Click 'Replied'
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    Click 'Email'.
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    Insert the Last Name
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    Insert the First Name.