ERP Next + Instantly(legacy) Integration
Integrate ERP Next to Instantly(legacy) in one click, or tell Integrately AI how you want each lead handled. Add leads to campaigns, tag accounts, update statuses, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is trashed in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is cancelled in ERP Next Instant
Email is sent in Instantly(legacy) Instant- Campaign is completed in Instantly(legacy) Instant
- Email is bounced in Instantly(legacy) Instant
- Reply is received in Instantly(legacy) Instant
2.
- Add Issue in ERP Next
- Update lead in ERP Next
- Search lead in ERP Next
- Create lead in ERP Next
- Create customer in ERP Next
- Update lead status in Instantly(legacy)
- Remove tag from campaign in Instantly(legacy)
- Remove tag from contact in Instantly(legacy)
- Remove lead from campaign in Instantly(legacy)
- Add lead to campaign in Instantly(legacy)
- Add tag to campaign in Instantly(legacy)
- Add tag to account in Instantly(legacy)
- Delete tag in Instantly(legacy)
- Create tag in Instantly(legacy)
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Ready Workflows for ERP Next + Instantly(legacy) Integration
Capture leads, add them to outreach campaigns, track email bounces, update statuses, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + Instantly(legacy) flow
Keep your CRM updated, notify your sales team on Slack, and log interactions in Gmail. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Salesforce (4)
Salesforce (4) +
Pipedrive (4)
Pipedrive (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Calendly (4)
Calendly (4) E
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Add every new ERP Next lead to an Instantly(legacy) campaign, and create a contact in HubSpot.
New leads from ERP Next land in your Instantly(legacy) campaign and HubSpot contact list instantly, eliminating manual data entry.
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When an Instantly(legacy) reply is received, update the lead in ERP Next, and create a task in HubSpot.
Sales reps get notified immediately when prospects reply in Instantly(legacy), with updates logged in ERP Next and HubSpot.
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When an Instantly(legacy) email bounces, update the lead in ERP Next, and update the contact in HubSpot.
Bounced emails in Instantly(legacy) automatically update your ERP Next records and HubSpot contact status.
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When an Instantly(legacy) campaign is completed, update the lead in ERP Next, and create a deal in HubSpot.
Completed outreach campaigns update your ERP Next records and generate new deals in HubSpot automatically.
Supported triggers and actions for ERP Next and Instantly(legacy)
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → What can you automate with ERP Next + Instantly(legacy)?
Streamline your outbound sales and ERP operations with powerful automated workflows.
🚀
Sync ERP Next leads to Instantly(legacy) campaigns
Automatically enroll every new lead from ERP Next into your active Instantly(legacy) cold email campaigns the moment documents are inserted.
📋
Capture every submitted lead field
Map all available contact details from ERP Next documents into your Instantly(legacy) campaign entries instead of just names and emails.
🔔
Alert your team on prospect replies
Notify your sales team instantly whenever a reply is received in Instantly(legacy) so they can engage active prospects immediately.
🔀
Route campaigns based on lead status
Trigger specific Instantly(legacy) actions or tag accounts differently depending on the document status submitted in ERP Next.
🔄
Keep records updated across both apps
Automatically update lead statuses in ERP Next whenever email bounces or replies occur in Instantly(legacy).
🔍
Prevent duplicate lead entries
Search existing lead records in ERP Next before adding contacts to Instantly(legacy) campaigns to keep your database clean.
⚡
Manage email bounces and campaign completions
Update ERP Next records instantly when an Instantly(legacy) campaign is completed or an email bounce is detected.
🌐
Extend your workflow to Slack
Connect ERP Next and Instantly(legacy) to Slack so your entire team receives instant notifications on campaign replies.
And much more...
Who is ERP Next + Instantly(legacy) integration for?
Teams managing outreach and business operations need reliable data flow between ERP Next and Instantly(legacy) to keep campaigns accurate and eliminate manual effort.
Performance marketers
Sales reps
Account managers
Operations leads
Sales managers
Compliance officers
📈
Performance marketers
You're running cold outreach campaigns across multiple segments in ERP Next but your tracking records only update when someone manually exports leads, so the campaign counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Instantly(legacy) instantly and your outreach data stays current.
⚡
Sales reps
You need to act fast when prospects engage with your emails in ERP Next, but replies sit unnoticed in Instantly(legacy) until someone checks manually, leading to missed deals — with this integration, every reply updates your lead records instantly so you can follow up while intent is high.
📊
Account managers
You answer to stakeholders who want to see live campaign progress, but your ERP Next documents and Instantly(legacy) campaigns are kept in separate tabs, resulting in constant status gaps — with this integration, every campaign outcome syncs automatically and stakeholder reporting becomes accurate.
⚙️
Operations leads
The volume of new leads entering ERP Next is too high for anyone to copy into Instantly(legacy) campaigns by hand, causing severe bottlenecks and delayed outreach — with this integration, every document insert triggers instant campaign enrollment and your team scales outreach effortlessly.
🤝
Sales managers
You own the outreach stage and depend on upstream teams to hand over ERP Next leads before you can start emailing, creating frustrating wait times — with this integration, leads flow straight from your ERP system into your outreach campaigns the moment they are created.
📑
Compliance officers
You need a reliable audit history of all outreach activities, but keep finding gaps between your ERP Next documents and Instantly(legacy) campaign logs due to manual tracking errors — with this integration, every bounce and reply is recorded precisely and your compliance audit trail stays complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Instantly(legacy)
Build and manage your ERP Next + Instantly(legacy) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Instantly(legacy) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + Instantly(legacy) Now 
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Frequently Asked Questions
How do I connect ERP Next to Instantly(legacy)?
You can connect ERP Next to Instantly(legacy) in just one click using ready-made workflows on Integrately. Link your accounts, select a template or ask Integrately AI to build your custom flow, and your automation runs instantly.
Can I automatically add new ERP Next leads to my Instantly(legacy) campaigns?
Can I connect ERP Next, Instantly(legacy), and Slack?
What is a good Zapier alternative for ERP Next and Instantly(legacy)?
How does ERP Next handle document triggers in this integration?
How does Instantly(legacy) handle email replies and bounces?
Do I need coding skills to automate ERP Next and Instantly(legacy)?
Is the ERP Next and Instantly(legacy) integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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