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
Prerequisites
An Instantly account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect Instantly to Sona
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
Step 2: Create a New Destination
Navigate to the Destinations section
Click + Add Destination
Select Instantly from the list
Step 3: Instantly-Specific Configuration
Step 3: Instantly-Specific Configuration
Instantly Notes: Ensure your Instantly list allows new contacts to be added automatically and that you’re 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 (your database, CRM, etc.)
Select your Target - choose the destination platform you want to sync data to
Enable real-time processing for this destination (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 Destination Setup guide.
Best Practices (optional)
Best Practices (optional)
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