How do I send Evaboot leads to Instantly?

Create an API key in Instantly, paste it into Evaboot, then pick the campaign that receives your leads. Each integration sends leads to one Instantly campaign.

Before you start

• A paid Instantly plan. The Instantly API is not available on the free plan.
• An Instantly API key. In Instantly, go to Settings, Integrations, API keys and create a key with these scopes: workspaces:read, campaigns:read, lead_lists:read, leads:create and leads:read.
• A campaign in Instantly to add the leads to.

Connect Instantly

1. Open Integrations and click New integration. If you have no integration yet, the tool cards show on the page directly.
2. Click the Instantly card.
3. Paste your key in the API key field and click Connect Instantly. Evaboot checks the key with Instantly, then opens the Instantly settings page.

Choose the settings

4. Name the integration and pick the Campaign.
5. Pick what to send under Send data from: Sales Navigator exports, URL enrichment, Email finder or Email verifier.
6. Set the filters.
   • Email filter: starts on Safe emails only, so leads with a riskier email are left out.
   • Qualification filter: All prospects, or Qualified only.
7. Pick the trigger.
   • Automatic: send when a job completes: each finished, unlocked export is sent. Under Send leads from, choose all exports, all recurring exports, specific recurring exports, or specific folders.
   • Manual: only send when you trigger it: nothing is sent until you push an export yourself.
8. Choose Skip leads already in another campaign. On by default: leads already in another campaign of this workspace are skipped.
9. Click Save. The integration appears on the Integrations page.

To send leads to another campaign, create a second Instantly integration. Click the Instantly card again and pick the other campaign.

What Evaboot sends to Instantly

• One lead per person, with email, first name, last name, company name, job title and company website.
• Custom variables: linkedin_url, evaboot_linkedin_id and company_linkedin_url. For URL enrichment exports, your own upload columns are added too.
• Instantly needs an email. A lead with no email is skipped.
• Account exports are not sent: Instantly takes people only.
• Instantly never updates a lead it already has, so there is no overwrite option.

How duplicates are avoided:

• A lead already pushed to this campaign is skipped.
• Leads Instantly reports as already in the campaign, in another campaign, or in its blocklist are counted as skipped. Invalid emails are counted as failed.

Send an export by hand

On the export list, click + in the Push column of a finished export (Push this export) and pick your Instantly integration. The export must be unlocked first. Click the Instantly logo in the same cell to see the push log: created, skipped and failed counts.

To send every run of a recurring export, pick the integration under Send new leads to when you set the schedule up.

If it didn’t work

• “That API key was refused. Check it and try again.”: copy the key again and paste it without spaces. Check it has all five scopes.
• “Instantly accepted the key, but this account’s plan or permissions do not allow API access.”: the API needs a paid Instantly plan.
• “The Instantly campaign no longer exists.”: open the integration with Edit, pick another Campaign, then Save.
• Reconnect shows in the Status column: Instantly no longer accepts the key. Click Reconnect and paste a valid key.
• Many leads skipped: check Email filter and Skip leads already in another campaign on the integration. Leads without an email are always skipped.

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