Integration guide

Instantly + Sentra Sales

If you want to work an Instantly lead list in Sentra Sales, plan a CSV or Excel export and import using the existing file-import capability. This is a file-based handoff, not a native Instantly connector or real-time, bidirectional sync; map and verify the fields before importing.

Compatibility checklist

Plan a file-based handoff

Use an Instantly lead-list export as the source for a CSV or Excel import into Sentra Sales, subject to the available export fields.

Review columns before import

Check how names, email addresses, phone numbers, companies, and other useful fields map to your Sentra Sales lead records.

Keep the scope clear

This is not a claim of native or real-time syncing, a two-way connection, or automation of Instantly email sequences.

Plan your connection

  1. 01Export the intended lead list from Instantly in a CSV or Excel format available to your account.
  2. 02Review and map the exported columns to Sentra Sales fields, checking duplicates and any data that should be excluded.
  3. 03Import the prepared file using the available CSV/Excel capability and verify a sample of the resulting lead records.

Questions

Does Instantly sync leads to Sentra Sales in real time?

No real-time or bidirectional Instantly sync is confirmed here. The documented planning option is a CSV or Excel file handoff using Sentra Sales' existing import capability.

Does this connect or automate Instantly email sequences?

No. This guide covers planning a lead-list import only and does not claim an Instantly connector or email-sequence automation.

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