Instantly: Pipeline management and lead actions

All demos from “This CRM Makes It Easy to Close More Deals (Instantly.ai's CRM)”

1. 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
2. 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
3. 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
4. 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)
5. 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

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1. 22:512:10Pushing AI-generated leads to Instantly sequencesThe video shows the final step of pushing the researched leads and AI-generated email bodies into an Instantly campaign sequence via the CLI.Instantly
2. 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.Instantly
3. 12:341:35Creating Cold Email SequencesShows the workflow of importing leads into a campaign and setting up the automated sending sequence.Instantly
4. 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.Instantly
5. 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.SaaS Master
6. 13:272:19Writing a cold email sequence in InstantlyShows the process of creating a new campaign, writing the subject line, and using variables like first name and company name to personalize the sequence.Vincent Robin
7. 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.Instantly
8. 11:590:27Pushing leads to Instantly campaignsThe final step of the workflow shows how the enriched and verified leads are automatically pushed into an Instantly email campaign.Valcav
9. 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.Instantly
10. 10:322:17Create an automated email sequence in InstantlyA walkthrough of setting up an email sequence, selecting an audience, and using templates for e-commerce outreach.Instantly
11. 7:242:13Generating AI Email Sequences and AnglesThe video shows the AI generating multiple email variants, follow-ups, and different psychological angles for a cold outreach campaign.Instantly
12. 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.Lead Gen Jay