Instantly

What is Instantly?

Instantly is a cold email platform. Outbound teams use it to run campaigns across many sending accounts, warm up inboxes, manage leads and handle every reply in a shared inbox called Unibox. For many B2B teams it is where the pipeline's first conversations begin.

A reply in Instantly is the moment interest becomes a conversation. The prospect asks a question, names a problem or requests pricing. The sales development rep books a call, and the reply that started it all stays in the outbound tool while the deal moves somewhere else.

Let the reply that started the deal shape the first document

Cobl reads the campaigns, leads and replies you connect from Instantly. That context sits inside a deal workspace next to the follow-up, the proposal and the deck, so the first written answer reflects what the prospect actually asked.

The angle that earned the reply matters too. It is the one message you know resonated with this buyer, and it is usually lost at the handover from outbound to the account executive.

What Instantly and Cobl look like on a live deal

A campaign about reducing RFP response time gets a reply from a bid director: they answer about forty tenders a year and want to know how the approach works with their existing content library. The rep connects the reply and the lead to a Cobl deal workspace. The follow-up drafted from it answers the content library question directly, with a relevant case study from the Shared Drive.

When the account executive takes the deal over, the reply, the campaign angle and the follow-up are already on the deal. The proposal a month later still leads on the forty tenders a year the prospect mentioned in their first message. Nothing is sent without review.

Key features of the Cobl Instantly integration

Replies as source material

The prospect's reply becomes the context the first document is built from. The follow-up answers the actual question rather than restating the campaign pitch. Replies are usually short, but they name the exact problem the prospect has. Building the first document around that problem is what turns a cold conversation into a qualified deal.

Campaign angle kept on the deal

The campaign and the message that produced the reply stay attached to the deal, so the angle that worked is still visible after the handover to an account executive. The angle is also useful for marketing. When deals are traced back to the campaign that opened them, the outbound team learns which message produces real opportunities rather than only replies.

Lead data behind the document

Lead details from Instantly, such as company, role and custom variables, inform the document so the rep does not retype what the outbound list already held. Custom variables often hold research the SDR did before sending, such as a recent hire or a tech stack detail. Carrying it forward keeps that work visible in every later document.

Works with your CRM, inbox and prospecting data

Instantly context combines with records in HubSpot, threads in Gmail and account data from Apollo. HubSpot holds the deal once it is created, Gmail holds the conversation after the reply, and Apollo holds account data. Instantly supplies the first exchange that started everything.

Frequently asked questions

Does Cobl integrate with Instantly?

Yes. Cobl connects to Instantly so replies, leads and campaign context can open a deal workspace and feed the documents that follow, starting with the first written follow-up.

What Instantly data does Cobl access?

The campaigns, leads and replies you connect to a deal, read through the access the connected account holds. Outbound activity you do not connect is not part of the deal context.

Can Cobl send the follow-up through Instantly?

Cobl prepares the follow-up in the deal workspace. You review it and send it through the channel you choose, so what reaches a prospect is always something a person approved.

Does this replace our CRM?

No. Your CRM stays the system of record. Cobl carries the outbound conversation into the documents the deal needs, from the first follow-up to the proposal.

Can I edit before anything is sent?

Yes. Cobl produces a draft. Precise changes go through the inline editor and approval stays with your team. More on data handling sits on the security page.