
When this happens...

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Triggered when a new email is sent.
Triggered when a specific lead is unsubscribed.
Triggered when a specific campaign is completed.
Triggered when a Lead is marked as not interested.
Action is the task that follows automatically within your Segmetrics integrations.
Returns the full customer journey of a single contact by email
Adds a contact to the specified SegMetrics integration.
Add Tags to given contact.
Adds a purchase to the specified SegMetrics integration.
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Segmetrics and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Segmetrics data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Segmetrics and Instantly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Segmetrics and Instantly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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