Overview
This guide walks you through connecting your Sona Audiences to Instantly for automated syncs. By completing this setup, your outbound campaigns in Instantly will always target the most relevant leads based on real-time Sona segmentation.
Prerequisites
An Instantly account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect Instantly to Sona
Go to Connectors in the Sona sidebar.
Locate or add the Instantly Connector.
Authenticate and ensure the status reads Active.
Step 2: create a new destination
Navigate to the Destinations section.
Click + Add Destination.
Select Instantly from the list.
Step 3: Instantly-specific configuration
Instantly Notes: ensure your Instantly list allows new contacts to be added automatically and that you are complying with Instantly's deliverability and opt-in requirements.
Enter a Destination Name: use a clear, descriptive name for your sync configuration.
Select your Source: choose the data source you want to sync from, such as your database or CRM.
Select your Target: choose the destination platform you want to sync data to.
Enable Real-Time Processing: located under Record Matching, check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting an audience, record matching, setting sync frequency, field mapping, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use descriptive destination names like "Intent: Instantly Cold Nurture".
Test your sync with a smaller audience before going live.
Regularly review destination sync logs to monitor for issues.
Align Instantly destinations with lifecycle stages or campaigns for better targeting.
FAQs
What does this destination do?
What does this destination do?
This destination syncs a Sona Audience to Instantly so your outbound campaigns always target the most relevant leads based on real-time Sona segmentation.
What should I check in Instantly before syncing?
What should I check in Instantly before syncing?
Ensure your Instantly list allows new contacts to be added automatically and that you are complying with Instantly's deliverability and opt-in requirements before activating the sync.
When should I enable real-time processing?
When should I enable real-time processing?
Enable real-time processing, found under Record Matching, when you need immediate data updates rather than waiting for the scheduled sync frequency. It is ideal for time-sensitive workflows and immediate lead follow-up, since it overrides the regular sync schedule.