Instantly: Pipeline management and lead actions
InstantlyAll demos from “This CRM Makes It Easy to Close More Deals (Instantly.ai's CRM)”
- 0:570:46Managing lead communications in Instantly CRMThe demo shows the CRM interface where users can view unified logs of emails, calls, and SMS for specific contacts, including company descriptions and pain points.Instantly· Sync leads to CRM
- 1:431:04Pipeline management and lead actionsCurrentShows how to move leads through pipeline stages (Interested, Meeting Booked), send one-click follow-up emails, and add contacts to subsequences or nurture campaigns.Instantly· Build a cold-email sequence
- 2:470:44Lead notes and status updatesDemonstrates adding internal notes to a lead's history and updating their status to 'Interested' within the CRM view.Instantly· Sync leads to CRM
- 3:310:49Configuring phone numbers and calendar integrationsWalkthrough of purchasing phone numbers for SMS/calling and connecting Google Calendar to book meetings directly from the CRM.Instantly· Set up domains & inboxes (SPF/DKIM/DMARC)
- 4:540:55Creating automated sales flows based on engagementShows how to build a 'Hot Lead' sales flow using triggers like email opens and link clicks to automatically categorize and follow up with prospects.Instantly· Personalize cold emails at scale
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Build a cold-email sequence
44:4910:19Setting up a cold email campaign in InstantlyA step-by-step walkthrough of writing email copy, inserting variables, and configuring campaign settings within the Instantly platform.@InstantlyAI
17:377:21Creating email sequences and templatesDemonstrates setting up the email body, using variables for personalization, and adding automated follow-up steps to a campaign.@InstantlyAI
26:397:47Creating Cold Email Sequences with VariablesShows how to build a multi-step email sequence using variables for personalization and setting up sending schedules.@leadgenjay- 38:244:46Setting Up Subsequences for Inbound TriggersDemonstrates how to use subsequences to automatically move leads into different email flows based on specific keywords or triggers.@leadgenjay
4:352:12Creating an email campaign sequenceWalks through the campaign section, including writing the email body with variables like first name and setting up the sequence.Patrick Walsh 
4:021:13Setting up a cold email sequence in InstantlyShows the campaign builder in Instantly, including adding steps to a sequence and using the AI text generator and variables.@SaaSMaster
12:341:35Creating Cold Email SequencesShows the workflow of importing leads into a campaign and setting up the automated sending sequence.@InstantlyAI
6:031:10Auditing cold email campaign analytics in InstantlyThe host reviews the campaign dashboard in Instantly, analyzing open rates, reply rates, and subject line performance to identify deliverability and engagement issues.@InstantlyAI
12:192:17Setting up follow-up sequences in InstantlyA walkthrough of building out a multi-step follow-up sequence using value-based messaging and call-to-actions within the Instantly platform.@InstantlyAI
20:425:14Creating a Cold Email Campaign and SequenceA walkthrough of the campaign creation process in Instantly, including uploading lead CSVs and writing email scripts using spintax for variation.@felipefuhr_- 46:381:20Setting up Subsequences for Lead NurturingDemonstrates the 'subsequence' feature in Instantly, which allows for automated follow-ups based on specific lead replies or status changes.@felipefuhr_
13:5310:17Writing and scheduling a cold email sequenceA step-by-step walkthrough of writing the initial outreach email and follow-up steps, including subject line testing and curiosity-based CTAs.@InstantlyAI