Instantly

Connect Instantly to manage leads and cold email campaigns in your workflows.

How to set up Instantly

Authentication

Instantly uses API key authentication:

1. Log in to your Instantly account
2. Navigate to Settings → API
3. Generate or copy your API key
4. Paste the API key in Cargo when connecting

Instantly actions

Create lead

Add a new lead to an Instantly campaign.

Required fields:

• Email: Lead’s email address

Optional fields:

• Campaign: Select campaign to add lead to
• List: Select lead list to add to
• Assigned to: Assign to team member

Standard fields:

Field	Description
first_name	Lead’s first name
last_name	Lead’s last name
company_name	Company name
personalization	Personalization text
phone	Phone number
website	Company website

Custom variables: Add any custom fields for email personalization.

Duplicate handling:

• Skip if in workspace: Prevent adding duplicates in workspace
• Skip if in campaign: Prevent adding to same campaign twice
• Skip if in list: Prevent adding to same list twice

Update lead

Modify an existing lead’s information.

Required fields:

• Lead ID: The lead’s unique identifier

Optional fields: Same as create lead (all standard and custom fields).

Delete lead

Remove a lead from Instantly.

Required fields:

• Lead ID: The lead’s unique identifier

Instantly data models

Fetch leads

Pull all leads from Instantly into Cargo.

Features:

• Syncs all leads from your workspace
• 30-minute minimum sync interval
• Unifies contacts by email

Listen events

Receive real-time events from Instantly.

Event types:

• Email sent
• Email opened
• Link clicked
• Reply received
• Bounced
• Unsubscribed

Features:

• Auto-ingests events as they occur
• Real-time webhook processing

Rate limits

Instantly API has a rate limit of 10 requests per second. Cargo handles rate limiting automatically.

Best practices

• Use custom variables for personalized outreach
• Enable duplicate skip options to avoid re-adding leads
• Leverage events for real-time engagement tracking
• Assign leads to team members for follow-up
• Use lead lists for organization