Connect Salesforce and Instantly in Deepline, describe the SOQL filter or list view, and Claude runs the pull + Instantly import. sf_lead_id as a custom variable closes the reply loop.
Salesforce to Instantly is a supported Deepline workflow path for Claude Code. Use it when an agent needs to run Salesforce, inspect the returned fields, and write the reviewed result into Instantly with run history, retries, and explicit failure states.
Best query match
“How do I connect Salesforce to Instantly with Claude Code?”
Source primitive
Salesforce returns structured fields that Deepline records with provider attribution and row-level status.
Destination primitive
Instantly receives only reviewed rows after the pilot command succeeds.
This workflow moves data from Salesforce into Instantly with Claude Code as the orchestration layer. It is strongest when you need a repeatable, inspectable handoff with explicit auth, cost math, and recovery steps.
First callable command
curl -s "https://code.deepline.com/api/v2/cli/install" | bash
deepline auth registerOne command installs the Deepline CLI and registers a workspace. Takes about 30 seconds. You only do this once per machine.
curl -s "https://code.deepline.com/api/v2/cli/install" | bash
deepline auth registerIn the Deepline dashboard, click Integrations → Salesforce → Authorize. Salesforce opens its OAuth consent screen — pick sandbox or production, approve scopes. Deepline manages the refresh-token flow and JWT rotation every 55 minutes.
In the Deepline dashboard, click Integrations → Instantly → paste your API key from Instantly Settings → Integrations. Deepline will auto-list your active campaigns so you can pick the destination per run.
Open Claude Code and describe the workflow in plain English. Deepline handles the tool calls, waterfall routing, rate limits, auth refresh, and dedup. An example prompt for this pair:
> Pull Salesforce Leads where Status='Open-Not Contacted' AND Industry IN ('Software','Technology') AND CreatedDate > 30 days ago. Push to Instantly campaign "New SF Leads" with sf_lead_id and Company as custom variables.Once Claude's one-off run looks right, type "Deploy this as a workflow" and tell it the schedule. Deepline wraps the exact prompt + tool chain as a recurring workflow with run history, billing, and alerting in the dashboard.
> Deploy this as a workflow that runs every weekday morning at 8am.For 1,000 leads: $0.50
~0.05 credits per Lead pushed. Salesforce SOQL + Instantly import; both included in existing subscriptions. Deepline's credit pricing is pay-as-you-go — see code.deepline.com/docs/pricing for current rates.
Deepline tries the cheapest provider first and only falls back if it misses. For Salesforce workflows, this means email enrichment stops at the first valid hit — you don't pay for the second and third provider unless you need to.
Once the one-off run looks right, "Deploy this as a workflow" wraps the same prompt + tool chain as a cron-scheduled workflow. Run history, per-run billing, and retry logic all live in the dashboard. No DevOps.
Salesforce keys, Instantly OAuth, waterfall fallbacks (Hunter, Dropcontact, Findymail, Prospeo) — all live in the Deepline dashboard. Rotate once; every workflow picks up the new credential automatically.
“Re-engagement campaigns off stale CRM segments outperform cold outbound by 2-3x on reply rate when you filter by last_contacted_date and add a fresh angle.”
Citations sourced from community posts, vendor case studies, and engineering blogs.
Cause: Salesforce credentials are either expired, revoked at the provider side, or the account tier doesn't expose API access.
Fix: Click the integration row in the dashboard → Test Connection. If it fails, re-paste the API key (or re-run OAuth for key-based providers). Confirm the provider account tier includes API access — most providers gate this to paid tiers.
Cause: The filter returned 0 matches, OR rows failed a downstream gate (email not verified, already in destination, deliverability check failed).
Fix: Open the run in the Deepline dashboard → expand the step-by-step trace. Every row's path is logged: matched/unmatched at each stage. Most frequent culprit is the email-verification gate. Loosen the filter or remove the gate in the prompt if that's the cause.
Cause: Either hit a provider rate-limit, ran out of Deepline credits, or the destination API returned 500s Deepline classified as permanent.
Fix: Dashboard → Workflows → Recent Runs. Failed runs show the exact error and a "Replay" button. Credits are visible top-right. Rate-limit issues auto-resume once the window resets; permanent errors need intervention.
No. You need Claude Code (the CLI/IDE). Deepline provides the tool-execution layer and credit system. Your Claude Code subscription or Anthropic API key handles the LLM calls — Deepline handles the GTM actions underneath.
Built-in. For Instantly as a destination, Deepline uses the provider-native idempotency key (email for HubSpot/Attio, External_Id for Salesforce, campaign-level dedup for Instantly/Smartlead/Lemlist). Reruns update existing records instead of creating duplicates.
Yes. Paste them in the Deepline dashboard under Integrations. Deepline uses your keys for the actual provider calls — you keep your provider contracts, billing, and rate limit allocation. Deepline's credit billing only covers the orchestration + waterfall layer.
Deepline runs exactly what you describe. The 1000 in cost-math is the reference cost per 1K rows — a 3-row run costs 3/1000 of that total. You never pay for rows that don't exist.
Yes. Mention it in the prompt — e.g. "If Salesforce doesn't return an email, fall back to Hunter → Dropcontact → Findymail." Deepline assembles the waterfall automatically and charges you only for the provider that successfully finds each row.
Connect Salesforce and Smartlead in Deepline, define the SOQL filter, and Claude runs the pull + Smartlead import with sf_lead_id as the attribution key.
Connect HubSpot and Instantly in Deepline, describe the segment, and Claude runs the export + Instantly import. Pair it with the instantly-to-hubspot workflow for a closed feedback loop.
Point Instantly webhooks at Deepline, describe the routing, and Claude updates the matching Salesforce Lead with the correct Status + creates a Task on every event.
Run it on Deepline or fork the full skill pack on GitHub. Either way, the code is yours to read and change.