Partner spotlight: Instantly
Instantly is an all-in-one cold email and outreach platform with a built-in lead database. See how it syncs activity into your CRM via OutboundSync.
Jason Ma
Instantly → Attio
Put Instantly campaign history on Attio People. Each event writes a Note on the matched Person, and an optional OutboundSync custom object turns events into records you can filter.
Instantly connects to Attio through OutboundSync. Each Instantly event, from sends and opens to replies and lead status changes, writes a Note on the matched Attio Person and links the related Company. Turn on the optional OutboundSync custom object and every event also becomes its own structured record, ready for Attio lists and views.
| Status | Beta (Attio is a one-way beta CRM) |
|---|---|
| Channels | |
| Direction | One-way, Instantly → Attio |
| Attio records | People, with the related Company |
| Block lists | Not available for this pairing |
| Instantly plan | Hypergrowth or higher |
| Setup | Guided: the OutboundSync team runs onboarding |
Attio teams tend to model their pipeline carefully, which makes unstructured email history a poor fit. OutboundSync gives Instantly activity two shapes in Attio: a readable Note on the Person for context, and, when you enable it, a structured OutboundSync record with platform, campaign, event type, and timestamp fields.
Those records are where Attio gets useful. Filter to every Person who replied to a given Instantly campaign, build a list of meetings booked this quarter, or sort by most recent activity. The OutboundSync object upserts on a unique event key, so retried webhooks don't pile up duplicate records.
Every event below arrives in near-real time and lands on the matched Attio record. Pick the ones you want per source.
| Event | Channel | Where it lands in Attio |
|---|---|---|
| Email sent | Note on the Person, plus an optional OutboundSync record | |
| Email opened | Note on the Person, plus an optional OutboundSync record | |
| Link clicked | Note on the Person, plus an optional OutboundSync record | |
| Reply received | Note on the Person, plus an optional OutboundSync record | |
| Email bounced | Note on the Person, plus an optional OutboundSync record | |
| Lead unsubscribed | Note on the Person, plus an optional OutboundSync record | |
| Lead status updates— Interested, not interested, neutral, meeting booked, meeting completed, closed, out of office, wrong person, custom labels, and campaign completed without reply | Note on the Person, plus an optional OutboundSync record |
Event names come from the Instantly webhooks OutboundSync receives. Attio is a one-way beta, so exact event coverage is confirmed during onboarding. See the Instantly event reference.
Filter OutboundSync records by Instantly campaign and event type to see exactly who engaged.
Open a Person before a meeting and read every Instantly touch in order, without leaving Attio.
Use the meeting-booked lead status to build an Attio view of outbound-sourced meetings.
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| Zapier, Make, or n8nCompare integration platforms | Catch Instantly webhooks and write each event to Attio with a workflow you build. | Every event type, retry, and field change is a workflow you maintain, billed per task or step. |
| Custom buildBuild vs buy | Write your own service against the Instantly and Attio APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built email activity sync into Attio People. | One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today. |
Install OutboundSync from the Attio App Store, then optionally create the OutboundSync custom object in CRM Settings.
Add your Instantly API key in OutboundSync, then paste the source's webhook URL into Instantly.
Select Instantly when you create the Attio source, and confirm how contacts are matched.
Trigger one Instantly event and confirm it on a real Attio Person.
Launch with the OutboundSync team watching the first production events in Attio.
Hypergrowth or higher
OutboundSync requires Instantly's Hypergrowth plan or higher, because it relies on Instantly's webhook and API features.
Attio is a one-way beta. There is no Attio plan gate on our side; onboarding runs with the OutboundSync team.
Trusted by outbound teams
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TapcheckTutorials, case studies, and updates related to Instantly.
Instantly is an all-in-one cold email and outreach platform with a built-in lead database. See how it syncs activity into your CRM via OutboundSync.
Jason Ma
Founder walkthrough announcing OutboundSync's Instantly integration. Watch the demo, then set up Instantly + HubSpot or Salesforce on our integration pages.
Harris Kenny
A quick walkthrough with your own stack. Setup takes minutes, with no long-term contract.
