Instantly.ai to Highlevel ( using Pabbly )

[ennndipl]

Hello,

How to set workflow to send data to Highlevel, whenever my instantly.ai emails are getting new reply? ( with Pabbly? )

 

[ArshilAhmad]

Hi @ennndipl,

Please follow the steps provided in the help text to set up Instantly as your trigger step and capture replies.

You can then select 'LeadConnector V2' as your action application, choose the desired action event, and set up the action step to send data to GHL.

 

[ennndipl]

Really appreciate it!

However Instantly.ai will allow me to use webhooks or API only when I'm on HyperGrowth Plan for 97$ a month which is absolutely crazy..

There are any alternatives for my case - to fire workflows in Highlevel using Pabbly?

Something like Email Parser etc?

ChatGPT came up with these:

1. Use an Email Parsing Tool​

• How It Works:
  • Configure your email inbox (associated with Instantly.ai campaigns) to forward responses to an email parsing tool like Parseur, Mailparser.io, or Zapier Email Parser.
  • These tools can extract the relevant data (e.g., subject, body) from the email and send it to Pabbly Connect via webhook or API.
• Steps:
  1. Set up an email parser to monitor your inbox for replies.
  2. Configure parsing rules to extract key information (e.g., "interested" leads).
  3. Use the parser's integration or webhook to trigger a workflow in Pabbly Connect.

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2. Leverage Instantly's API​

• If Instantly.ai provides API access (check their documentation or with support), you can use Pabbly Connect to make API calls to fetch replies or leads data periodically.
• Steps:
  1. Authenticate with Instantly's API (if available).
  2. Use Pabbly Connect to schedule API requests to fetch interested leads.
  3. Process and route the data to your desired platform.

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3. Monitor Replies via Email Forwarding​

• How It Works:
  • Set up email forwarding in your email provider (e.g., Gmail, Outlook) to forward replies to a system that can trigger a webhook.
• Steps:
  1. Forward responses to a webhook-capable service (e.g., Zapier or Make).
  2. Configure the service to detect "interested" replies based on keywords.
  3. Send the processed data to Pabbly Connect.

---

4. Custom Integration​

• Develop a small custom integration or script to simulate webhook functionality:
  • Steps:
    1. Use a script (e.g., in Python) that checks for new replies in your inbox.
    2. Filter replies to detect "interested" leads.
    3. Send the filtered data to Pabbly Connect via its webhook URL.
  • You can host this script on a server or use a low-cost service like AWS Lambda.

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5. Consider a Different Tool with Webhooks Support​

• If webhooks are crucial and Instantly's Hypergrowth Plan is not feasible, consider switching to another tool that offers similar email outreach capabilities and includes webhook support in lower-tier plans (e.g., Lemlist, Woodpecker).

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Pros and Cons of Alternatives:​

Solution	Pros	Cons
Email Parsing Tools	No upgrade needed; automated reply parsing	May incur additional costs
API Access	Direct access to data	Requires API support and periodic polling
Email Forwarding	Simple to set up	Less efficient than webhooks
Custom Integration	Fully customizable	Requires coding knowledge
Switching Tools	Access to webhooks on lower tiers	Time-consuming migration

 

[ennndipl]

Basically, I'd need to make Email Parser to send info to gohighlevel webhook but how to set it to make sure that proper webhook will be started? ( in regards to proper lead? )

 

[Preeti Paryani]

Hello @ennndipl,

For alternatives that might suit your needs, you can explore tools like Snow.io, Hunter.io, Close, or Mailshake. I’d recommend checking their pricing plans and features to see which one aligns best with your requirements.

You can set up an Email Parser to send info to a GoHighLevel webhook. Refer to this tutorial for guidance:

.

 

[ennndipl]

Thanks, I'll have to find a way to fix it using Instantly, I'd really appreciate at least shortened info what specific data outputs should be transferred with help of Pabbly Email Parser to GHL.

 

[ennndipl]

How to filter received emails by already existing contact name or email address from HighLevel?

I assume by using Filter option in Pabbly but how specifically?

I want to be sure that only reply from specific lead "X" will trigger next steps of automation in HighLevel, not any reply from anyone received to that email address.

To be more specific: If I'll get 3 replies from different people, I want to be sure that any of them will trigger proper workflow in GHL.

 

[ArshilAhmad]

Could you please make a short screen recording and elaborate a bit more on this?

 

[ennndipl]

Hi, I'd like to replace attached part of workflow - so If I get answer by email from specific lead (within 24h) from HighLevel, then this exact lead will be moved to next step of pipeline ( woulb be great to also recognize what is reply intent and tag it accordingly ). So basically when actual lead from Highlevel replies I want to push him through GHL workflow as per below.

 

[Preeti Paryani]

Hello @ennndipl,

To assist you better in recreating it in Pabbly Connect, could you please explain the exact requirements and desired outcome of the setup? This will help us understand your use case more clearly and suggest the best approach.

 

[ennndipl]

Hi, I'd like to replace attached part of workflow - so If I get answer by email from specific lead (within 24h) from HighLevel, then this exact lead will be moved to next step of pipeline ( woulb be great to also recognize what is reply intent and tag it accordingly ). So basically when actual lead from Highlevel replies I want to push him through GHL workflow as per below.View attachment 52104

 

[ArshilAhmad]

You can use the 'Search Contact' action step, which will provide you with the Contact ID based on the email address. You can then use that Contact ID in the 'Create or Update Opportunity' action step to update its stage.

 

[ennndipl]

Hi,

that's basically what I need to do:

To incorporate Instantly.ai and Pabbly Email Parser into this workflow and connect it to GoHighLevel (GHL), follow these updated steps:

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Overview of the Workflow:​

1. Emails are sent via Instantly.ai.
2. Replies are forwarded to Pabbly Email Parser for processing.
3. The parsed data (including lead email and intent) is sent to GHL via API to update the workflow or pipeline.

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Step-by-Step Instructions​

1. Set Up Email Forwarding in Instantly.ai:​

• Go to your Instantly.aidashboard and configure email forwarding for replies.
  • Forward replies to the email address provided by Pabbly Email Parser.
  • Ensure that all replies are forwarded automatically.

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2. Configure Pabbly Email Parser:​

1. Set Up a New Email Parser:
   • In Pabbly, create a new email parser and get the unique email address where replies will be sent.
2. Define Parsing Rules:
   • Configure Pabbly to extract relevant details from the reply, such as:
     • Sender email address (to identify the lead).
     • Message content (for intent classification).
   • Use Pabbly’s template builder to define which parts of the email should be extracted.
3. Test the Parsing Setup:
   • Send a test reply to the parser to ensure that the correct information is being extracted.

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3. Create a Workflow in Pabbly Connect:​

1. Set Up Trigger in Pabbly Connect:
   • Trigger: Email Parser by Pabbly → New Email Event.
2. Filter and Intent Classification (Optional):
   • Use conditions in Pabbly Connect to classify the intent of the reply:
     • Example filters: Check if the reply contains keywords like "Yes," "Interested," or "Not Interested."
     • Add intent tags (e.g., Positive, Negative, Neutral).
3. Send Data to GoHighLevel (GHL):
   • Add an action step to send the parsed data to GHL:
     • Choose LeadConnector (GHL API) as the app.
     • Action: Create or Update Contact or Add Opportunity.
     • Map the parsed email address to the corresponding fields in GHL.
     • Include additional tags based on the reply intent.

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4. Update Workflow in GoHighLevel (GHL):​

1. Trigger Workflow on Tag or Pipeline Update:
   • In GHL, create a trigger that starts the desired workflow based on:
     • A specific tag applied (e.g., “Positive Reply”).
     • A pipeline stage update.
2. Move Lead to Next Step:
   • Use the GHL trigger to move the lead to the next pipeline stage or automation workflow.

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Summary Workflow in Action:​

1. Email Sent via Instantly.ai.
   • Replies are forwarded to Pabbly Email Parser.
2. Pabbly Email Parser:
   • Extracts key details from the email reply (e.g., email address, intent).
   • Sends parsed data to Pabbly Connect.
3. Pabbly Connect:
   • Identifies reply intent and tags it (e.g., Positive, Neutral, Negative).
   • Pushes the lead data and tag to GHL via API.
4. GoHighLevel (GHL):
   • Automatically moves the lead to the appropriate workflow or pipeline stage based on the tag or other criteria.

 

[ennndipl]

Could you please instruct me how to build this workflow with Pabbly?

 

[Preeti Paryani]

Hello @ennndipl,

You can set up the trigger as an Email Parser and use a Filter action step to extract and process the required data.

Next, select LeadConnector V2 as your action application, choose the desired action event, and configure the action step to send the data to GHL (GoHighLevel).