Instantly

A light integration: Salesfinity verifies your Instantly API key and lists your campaigns. It does not write anything back to Instantly.

What the Instantly integration does

Salesfinity's Instantly integration is currently a light, read-only connection: it verifies your Instantly API key and lists your Instantly campaigns. That is the full extent of it today. It does not import leads, does not write call activity back, and does not change anything inside Instantly.

What it does

  • Validates and stores an Instantly API key for your team.

  • Reports connection status so you can confirm the key is still working.

  • Lists your Instantly campaigns, which the AI Companion can read when you ask what campaigns are running.

What it does not do

  • It does not import leads or build calling lists from Instantly campaigns.

  • It does not write call activity, recordings, dispositions or notes back to Instantly.

  • It does not add leads to a campaign, change lead status, or complete tasks.

  • It performs no write operations of any kind against Instantly.

What to use instead if you need more

  • To dial a list and have calls logged back onto the prospect record, connect a CRM such as HubSpot or Salesforce, or a call-aware sequencer such as Outreach, Salesloft, Apollo or Amplemarket.

  • To build a calling list from scratch, use Salesfinity's List Builder, which sources and enriches prospects directly.

  • To manage email campaigns from Salesfinity, the Smartlead integration covers campaign, lead and mailbox operations.

Common use cases

Checking which Instantly campaigns are live

A manager wants a quick read on what is currently running in Instantly without opening another tab. They ask the Salesfinity AI Companion, which lists the campaigns from the connected Instantly account. It is a read, not a change.

Confirming the Instantly key is still valid

API keys get rotated and quietly break integrations. Salesfinity exposes a connection status check for Instantly, so you can confirm the stored key still authenticates before relying on it.

How to connect Instantly to Salesfinity

  1. In Salesfinity, open Settings → Integrations.

  2. Find Instantly and click Connect.

  3. Generate an API key in Instantly and paste it into Salesfinity. The key is validated before it is saved.

  4. Check the connection status, then view your Instantly campaigns from within Salesfinity.

Frequently asked questions

Does Salesfinity log calls back to Instantly?

No. The Instantly integration performs no write operations. Call activity, recordings, dispositions and notes are not sent to Instantly. If you need calls logged onto a prospect record, use a CRM integration such as HubSpot or Salesforce, or a sequencer such as Outreach, Salesloft, Apollo or Amplemarket.

Can Salesfinity import Instantly leads as a calling list?

No. The integration reads campaign names only, not the leads inside them. To build a dialable list, use Salesfinity's List Builder or import from a connected CRM.

What can the Instantly integration actually do today?

Three things: validate and store your API key, report connection status, and list your Instantly campaigns. It is deliberately described as a light integration because that is its current scope.

Is the Instantly connection per rep or per team?

Per team. A single Instantly API key is stored for the workspace and shared across the team.

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