How to set up Instantly
Authentication
Instantly uses API key authentication:- Log in to your Instantly account
- Navigate to Settings → Integrations → API
- Generate or copy your API key
- Paste the API key in Cargo when connecting
Note: This integration is for Instantly Legacy. For newer Instantly accounts, use the Instantly V2 integration.
Instantly actions
Search
Search for leads or accounts in Instantly. Configuration:- Object type: Choose between Lead or Account
- Email: The lead’s email address (required)
- Campaign ID: Filter by specific campaign (optional)
Write
Perform actions on leads in Instantly. Required fields:- Object type: Currently supports Lead
- Action: Choose from Create, Update, Remove, Block, or Unblock
- Email: The lead’s email address
- Campaign ID: The campaign to add the lead to (required)
- Status: Lead status
- Skip if in workspace: Prevent duplicates if lead exists
- Mappings: Map standard variables (First name, Last name, Company, etc.)
- Custom mappings: Map custom variables for personalization
- Campaign ID: The campaign to remove from
- Delete all from company: Remove all leads from the same company
- Add qualified leads from your CRM to cold email campaigns
- Automatically enroll leads based on scoring or segmentation
- Update lead status based on engagement
- Sync latest contact information
- Block leads who have unsubscribed
- Prevent outreach to competitors or existing customers
Variable mappings
When creating or updating leads, you can map these standard variables:| Variable | Description |
|---|---|
| First name | Contact’s first name |
| Last name | Contact’s last name |
| Company name | Company name |
| Phone | Phone number |
| Website | Company website |
| Custom 1-5 | Custom fields for personalization |

