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How to set up Instantly

Authentication

Instantly uses API key authentication:
  1. Log in to your Instantly account
  2. Navigate to SettingsIntegrationsAPI
  3. Generate or copy your API key
  4. 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 for leads or accounts in Instantly. Configuration:
  • Object type: Choose between Lead or Account
For Leads:
  • Email: The lead’s email address (required)
  • Campaign ID: Filter by specific campaign (optional)
Use case: Look up existing leads before adding them to campaigns to avoid duplicates.

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
For Create/Update actions:
  • 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
For Remove action:
  • Campaign ID: The campaign to remove from
  • Delete all from company: Remove all leads from the same company
Use cases: Creating leads:
  • Add qualified leads from your CRM to cold email campaigns
  • Automatically enroll leads based on scoring or segmentation
Updating leads:
  • Update lead status based on engagement
  • Sync latest contact information
Blocking leads:
  • 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:
VariableDescription
First nameContact’s first name
Last nameContact’s last name
Company nameCompany name
PhonePhone number
WebsiteCompany website
Custom 1-5Custom fields for personalization

Rate limits

Instantly has a rate limit of 5 requests per second. Cargo automatically handles rate limiting and retries to ensure reliable delivery.