Before you connect
- An Instantly Outbound plan with API access. Instantly currently documents API access on all Outbound plans.
- An active Instantly campaign with its sending accounts, sequence and schedule configured.
- A Ziplined workspace with outreach sync enabled.
- A verified email address already available in Ziplined for each person you want to transfer.
API key
- In the intended Instantly workspace, open Settings → Integrations → API Keys.
- Create a Version 2 API key named for Ziplined. A v1 key will not work.
- Select these permissions:
workspaces:read,campaigns:read, andleads:create. - Generate the key and copy it while it is displayed.
- Open Instantly in Ziplined.
- Enter an Account label, paste the API key, and select Check access.
Choose a target
- Select the People view that should supply leads.
- Choose the intended campaign. Use Load more targets if needed.
- Confirm the campaign is active. Paused campaigns and campaigns with an unverified state are unavailable.
- Select Start sync, then wait for Preparing to become On.
Personalize your messages
Each lead comes with up to four custom fields about why it is new:
Use them as custom variables in your Instantly sequence. A field without a value is left out, so give each variable a fallback.
First transfer
Use a dedicated test destination and a person you have permission to test with. An active campaign can send real messages.- Start the sync and wait until its status is On, after Preparing finishes.
- Have one eligible test person enter the People view after preparation. People already in the view are excluded.
- Check the transfer history in Ziplined, then find that person in the selected destination in the provider.
- Check the provider’s own campaign settings before sending to a wider audience.
Troubleshooting
If you rotate the key, select Reconnect on the existing account rather than creating another connection. Reconnect does not automatically resend waiting people. See Manage an outreach sync.