Instantly: Lead notes and status updates
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 actionsShows 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 updatesCurrentDemonstrates 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
- Watch “This CRM Makes It Easy to Close More Deals (Instantly.ai's CRM)” →
Sync leads to CRM
14:321:12Exporting leads from Clay to InstantlyDemonstrates the native integration to push enriched leads and custom variables directly from a Clay table into an Instantly email campaign.@OskarMoen- 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.@InstantlyAI
- 2:470:44Lead notes and status updatesCurrentDemonstrates adding internal notes to a lead's history and updating their status to 'Interested' within the CRM view.@InstantlyAI