Here are five quick-win automations that could inspire you to automate your workflows using Make.com and the Instantly AI app:
- Automated Contact Management in HubSpot
- Workflow : Create or update HubSpot contacts from new Instantly events.
- Benefits : This automation ensures that your CRM is always up-to-date with the latest contact information from your outreach campaigns. When a new event is triggered in Instantly, such as a recipient's engagement with an email, the contact information is either added as a new contact or updated if it already exists in HubSpot. This saves time and reduces the risk of human error in data entry.
- Efficient Data Organization in Airtable
- Workflow : Create Airtable records for new Instantly events.
- Benefits : Airtable acts as a flexible database that can be used for various tasks such as project management or inventory tracking. Automating the creation of records in response to new Instantly events streamlines the process of capturing important campaign data for further analysis and action, without the need for manual logging.
- Real-Time Collaboration with Google Sheets
- Workflow : Create rows in Google Sheets for new events in Instantly.
- Benefits : Google Sheets is a widely used tool for collaboration and reporting. By automating the creation of new rows in a Google Sheet whenever an Instantly event occurs, team members can instantly see the latest data. This is great for tracking metrics, sharing real-time results with the team, and maintaining transparency.
- Deal Creation in Pipedrive
- Workflow : Create Deals in Pipedrive when new events occur in Instantly.
- Benefits : For sales teams using Pipedrive, this automation helps to quickly capture potential deals as they emerge from email campaigns. When a prospect interacts with an Instantly email, indicating potential interest, a Deal is automatically created in Pipedrive, ensuring that the sales team can follow up promptly.
- Instant Notifications in Slack
- Workflow : Receive Slack notifications for new Instantly events.
- Benefits : Being instantly notified of important events can be crucial for timely responses. With this automation, users receive Slack notifications whenever a new event occurs in Instantly. This could be beneficial for teams who need to be agile and respond quickly to engagement from outreach campaigns.
These automations are designed to be easy to implement, providing immediate benefits by reducing manual tasks, improving accuracy, and ensuring that key systems are always synchronized with the latest information from your outreach campaigns. By utilizing Instantly AI with Make.com, you can enhance productivity, foster better team collaboration, and ensure a more seamless workflow across your various tools and platforms.
