Connect Instantly to Salesforce

Check Custom Tracking Domain Status

Tool to check Custom Tracking Domain (CTD) status for email accounts. Use to verify SSL configuration and CNAME records for a specified domain/host.

Activate Campaign

Tool to activate or resume a paused campaign. Use when you need to start sending operations for a specific campaign. Prerequisites: Campaign must have at least one sender account, one lead, email sequences, and schedule configured.

Add Leads in Bulk

Tool to add multiple leads in bulk to a campaign or list. Use when you need to import several leads at once to an Instantly campaign or list. Supports duplicate handling options and lead verification.

Get API Keys

Tool to retrieve paginated list of API keys for organization. Use when you need to list all API keys with their names, scopes, and timestamps.

Bulk Assign Leads

Tool to bulk assign leads to organization users. Use when you need to assign multiple leads to specific organization members.

Get Campaigns Analytics Overview

Tool to get analytics overview for one or multiple campaigns. Use when you need comprehensive performance metrics including leads, emails, replies, opens, clicks, and CRM events.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.