Instantly integration allows you to synchronize interested leads from your Instantly campaigns into Klipy for further nurturing.
Once set up, Klipy will:
Capture leads in CRM when prospect answers your cold email
(Coming soon) - Summarize and log their reply (from Unibox) into Klipy using our Mailroom agent.
Prerequisite
You need Hyper Growth or above plan in Instantly to use their API & Webhooks.
Make sure you have full admin access to the workspace you want to connect.
How to set up
Please reach out to us for your unique touchpoint URL (We are planning to make this self-serve soon)
Go to your Instantly integrations settings (https://app.instantly.ai/app/settings/integrations)
Click Webhooks
Click Add Webhook
In Webhook URL input, enter the unique touchpoint URL that we provided (https://api.klipycrm.com/webhook/source/xxxxxxxxxxxxxxxxxxx)
Select the campaign you would like to test with, or simply choose All Campaigns
Select Reply Received for event type.
Click Add Webhook button to finish.
Here is the Webhook Setup Guide from Instantly for reference: https://help.instantly.ai/en/articles/6261906-how-to-use-webhooks#h_3f2b41fee9