Instantly: Creating automated sales flows based on engagement

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 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
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 engagementCurrentShows 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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Personalize cold emails at scale

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1. 14:101:46AI Personalization in InstantlyShows how to use AI prompts within Instantly to generate personalized opening lines for cold emails based on lead data.@InstantlyAI
2. 14:023:36AI-powered lead enrichment and personalizationShows how to use the AI agent to scrape website data and generate personalized opening lines or 'icebreakers' for each lead in the list.@InstantlyAI
3. 30:075:33AI-driven personalization with InstantlyDemonstration of using AI prompts and variables to generate personalized first lines and email content based on prospect data.@InstantlyAI
4. 7:420:48AI-Powered Email PersonalizationWalks through using AI prompts to generate personalized summaries and relevant email content based on prospect data.@InstantlyAI
5. 15:451:23Optimizing email copy and angles in InstantlyA walkthrough of adjusting the email copy within the Instantly campaign editor, focusing on specific problem-based hooks for local business owners.@InstantlyAI
6. 8:092:03Creating personalized email variants in InstantlyThe video demonstrates how to use variables and location-based personalization within the Instantly campaign editor to create unique email lines.@InstantlyAI
7. 9:513:17Setting up personalization variables for lead listsShows how to map lead data columns like city and location to create custom personalization variables for the email campaign.@InstantlyAI
8. 12:472:16AI-powered email personalization in InstantlyDemonstrates using Instantly's AI (LLM) to generate personalized opening lines and variables for each lead in a campaign.@InstantlyAI
9. 4:540:55Creating automated sales flows based on engagementCurrentShows how to build a 'Hot Lead' sales flow using triggers like email opens and link clicks to automatically categorize and follow up with prospects.@InstantlyAI
10. 10:370:51AI Campaign Analytics and RecommendationsDemonstration of the Copilot's ability to read campaign performance data and suggest specific adjustments to improve success rates.@InstantlyAI