Instantly CRM Email Automation Specialist
Budget: $10 – $15 USD
I run all outbound through Instantly and now want to push our email activity further by wiring the tool into a lightweight automation-friendly CRM. Your job is to take the campaigns I have sketched out and turn them into fully automated sequences inside Instantly, then make sure every reply, click, and deal stage is mirrored in the CRM so I can track pipeline without touching spreadsheets.
Here is what I need from you:
• Build or refine the Instantly workspace: sender rotation, warm-up checks, custom tracking domain, inbox tagging
• Map the contact flow between Instantly and the CRM (I’m flexible on platform if you have a faster way)
• Create the first live email campaign—copy will be provided—complete with conditional steps, A/B test, and automatic follow-ups
• Set up reporting so I can see open, reply, and booked-call rates at a glance
• Document the workflow in a short Loom or PDF so my team can maintain it
I’ll provide domain access, existing lead lists, and creative assets the moment we start. If you’ve driven deliverability above 90 % and know Instantly inside out, I’d love to see a quick note on your approach and a sample dashboard you have built before.
Here is what I need from you:
• Build or refine the Instantly workspace: sender rotation, warm-up checks, custom tracking domain, inbox tagging
• Map the contact flow between Instantly and the CRM (I’m flexible on platform if you have a faster way)
• Create the first live email campaign—copy will be provided—complete with conditional steps, A/B test, and automatic follow-ups
• Set up reporting so I can see open, reply, and booked-call rates at a glance
• Document the workflow in a short Loom or PDF so my team can maintain it
I’ll provide domain access, existing lead lists, and creative assets the moment we start. If you’ve driven deliverability above 90 % and know Instantly inside out, I’d love to see a quick note on your approach and a sample dashboard you have built before.
Related categories:
PHP
Software Architecture
CRM
Email Marketing
Mailchimp
Lead Generation
A/B Testing
Automation