Instantly has four actions. They add a lead to an Instantly campaign, find a lead by email, and update a lead by ID or by email. They run on your own Instantly account.
Before you start
Account: your own Instantly account. Nothing is charged from your wallet. Connect it first (steps below).
Input: it depends on the action. Each action below says what the row needs.
Important: Add Lead to Campaign, Update Lead by ID and Update Lead by Email write outside Loopster. With Auto-run on, new values in the first column trigger the row workflow, so data can be sent without you clicking run. Add the column without running it and test one row first. See Run columns safely: Auto-run, test one row, then run the rest.
How do I connect Instantly?
Open Settings, then Connections.
Click Create.
In the Connect an account window, find Instantly in the list and click it.
Follow the steps that open for Instantly.
Then open the column's settings: the Account block shows which account the column uses, with a Manage accounts link. See Connections: Loopster-provided accounts and your own.
How do I use Instantly in a table?
Click Add column, then Add enrichment.
Open the Export tab. Under Outbound, open Instantly, which has 4 actions.
Choose the action you want. The list below says what each one does and what it needs.
For Add Lead to Campaign, choose the campaign (it is required) and map the email. Three skip options (skip a lead already in your workspace, in the campaign, or in a list) start on.
Click the arrow next to the main button and choose Add column without running.
Click the play button on one row, then double-click the cell to read the result.
Check the result in Instantly too.
To run the rest, click the play button on the column header and choose Run all N empty rows in the Run column dialog.
What can Instantly do in Loopster?
Add Lead to Campaign (Export tab): Add a lead to an Instantly campaign with custom variables. Input: an email address.
Find Lead (Export tab): Fetch a lead by email from Instantly. Input: an email address.
Update Lead by ID (Export tab): Patch a lead using its Instantly ID. Input: the lead's Instantly ID.
Update Lead by Email (Export tab): Create a lead if missing, otherwise update it using email lookup. Input: an email address.
How do I check it worked?
Double-click a cell.
The details show the fields of the result. Hover a field and click Add to column to put it in its own column. See Put a result's fields into their own columns.
Also check the result in Instantly.
Troubleshooting
Quick answer
Auto-run is off, or the column was added without running.
A required input or setting has no value (the panel footer warns).
The cell says Error: open it and read the message. Then check the Instantly connection under Settings, then Connections.
Nothing happens, or the cells stay empty
What you see: The column exists, but no row has run.
Why it happens: Auto-run is Off (the app says "New rows and values will not run on their own"), or you chose Add column without running.
What to do: Click a row's play button, or use the column header's Run column dialog. See Why didn't my column run?.
The footer says "Select a column for … before running"
What you see: A warning such as "Select a column for … before running." in the panel footer.
Why it happens: A required input or setting (marked with *) has no value. An input can be empty even when a suggestion names a column.
What to do: Click the input, press / and pick a column from the list. Do not close the list with Esc: a / or @ is then left in the field as plain text.
My cells say Skipped
What you see: Skipped in the cells.
Why it happens: Skipped means "Did not run because of filters or missing dependencies."
What to do: Double-click the cell and read the message. Check that every input is mapped to a column, and look under Run Settings for Add run condition ("Only run if this formula resolves to true.").
My cells say Unsatisfied
What you see: Unsatisfied in the cells.
Why it happens: Unsatisfied means "Enrichment ran correctly, but output didn't match expected format."
What to do: Double-click the cell and read the message. Check the input values in that row, and test one row before you re-run many. See What a cell's message means.
A cell says Error
What you see: The cell says Error, and the footer shows a count such as "1 cell failed".
Why it happens: Error means "Crashed, something went wrong." The message is in the cell it happened in.
What to do: Double-click the cell and read the message. Then open Settings, then Connections, and check the Status of the Instantly connection. Check Instantly before you re-run, because a re-run runs the action again.
I am not sure which Instantly account a column uses
What you see: You want to know which Instantly account a column runs on.
Why it happens: Instantly runs on your own account, and the column's Account block shows which account it uses.
What to do: Open the column's settings and look at the Account block. Its Manage accounts link is next to it. Settings, then Connections, lists every account the workspace can run on. If Instantly is not there, click Create and find Instantly in the list.
The result did not change after I edited an input
What you see: A finished cell keeps its old result after you change an input.
Why it happens: With Auto-run on, Keep existing results is ticked: "Only errored, empty and new cells run. A completed answer is left alone even when one of its inputs changes."
What to do: Double-click the cell and click Re-run this cell, or click the play button on the column header and choose Overwrite all N rows in the Run column dialog. Read the line under each option first. Either one runs the action on Instantly again.
Instantly got the same data twice
What you see: Repeated changes or duplicate entries in Instantly.
Why it happens: This action writes outside Loopster. Re-run this cell and Overwrite all N rows run it again, so Instantly may receive the data again.
What to do: Test one row first and check it in Instantly. Keep Auto-run off until the first row looks right.
A lead I expected is not in the campaign
What you see: You ran Add Lead to Campaign, but a lead is missing in Instantly.
Why it happens: The three skip options start on, so a lead that is already in your workspace, the campaign or a list can be skipped.
What to do: Check the lead in Instantly and the skip options in the panel. Test one row before you run the rest.
What does it cost?
Instantly runs on your own account. Nothing is charged from your wallet. See Your wallet and keeping spend under control.
Good to know
Instantly has four actions in Loopster. They are all in the Export tab.
No action is marked as eligible for a waterfall step.
No action creates rows in your table.
Add Lead to Campaign, Update Lead by ID and Update Lead by Email write outside Loopster. Find Lead only reads from your own account.
Other providers show some of the same names (Add Lead to Campaign). The panel's ACTION line reads Provider › Action, so check the provider name before you add one.