Datapipe
Lead generation agencies
Send each client a weekly report of emails sent, replies and meetings booked.
Read & reportControlled changes
See your Instantly numbers in CSV.
Read campaigns, sequence steps, sending accounts and replies from an Instantly workspace. You can allow teammates and AI tools to start or pause campaigns, change a daily limit, add leads, set interest statuses and manage sending accounts. Allowed changes apply right away and are recorded in history.
- Campaign replies, opportunities and booked meetings for each client, refreshed for you
- See which sequence step and variant earns the replies
- Ask ChatGPT or Claude which inboxes started bouncing this week
CSVUpdated November 2026
| Emails sent | Leads contacted | Unique opens |
|---|---|---|
| 860 | 1,240 | 860 |
| 410 | 640 | 410 |
| 155 | 210 | 155 |
- SetupPaste a key or token
- Reads112 report fields across 6 datasets
- Changes6 change actions
- RefreshDaily to every 15 minutes
Who uses Datapipe with Instantly
Outbound sales teams
Compare campaigns and A/B variants without exporting from Instantly.
Deliverability managers
Watch warmup scores and bounces across every sending account.
What you can do with Instantly
Read and report
One workspace stays bound to each data source.
- Campaign performance
- Campaign results by day
- Sequence steps and variants
- Sending accounts
- and 2 more
Controlled changes
- Start or pause a campaign
- Change a campaign’s daily sending limit
- Add a lead to a campaign
- Set a lead’s interest status
- Pause or resume a sending account
- Turn warmup on or off for a sending account
Changes stay off until you allow them. Allowed changes apply to Instantly right away, and history keeps the values before and after.
Full read details
Campaign totals, daily results, steps and sending account figures use UTC dates, up to 365 days. Leads who replied include the interest status, company and job title; names, phone numbers and custom variables are left out.
Examples for your team
Report replies and opportunities
Compare emails sent, unique replies, opportunities and opportunity value for every campaign in the client workspace.
- Scheduled refresh
- Latest Instantly data
- Updated report
Watch inbox health
Keep each sending account’s status, warmup score and daily bounces in one sheet, so problems show before results drop.
- Scheduled refresh
- Latest Instantly data
- Updated report
Mark a reply as a booked meeting
A teammate sets a lead from the Leads who replied report to Meeting booked.
- Allowed
- Applied
- Recorded
Limit: Opportunity counts follow, and history keeps the earlier status.
Fix things in Instantly without opening it
Spot it, fix it
See the problem in your report, then make the fix in Datapipe instead of opening Instantly, finding the record and retyping it.
More people can help
Teammates and AI tools you allow can make changes without getting edit access to Instantly.
You decide what can change
Changes stay off until you allow them. Every change is recorded with who made it and the values before and after.
Jobs you can stop doing by hand in Instantly
Start or pause a campaign
Pause a campaign that is bouncing
TodayLog in to Instantly, find the campaign and pause it by hand.
With DatapipeYour sending accounts report shows bounces climbing. Pause the campaign from Datapipe; its leads and copy stay as they are.
Start the campaign the client approved
TodayWait for a teammate with Instantly access to switch it on.
With DatapipeStart the campaign from Datapipe once the client signs off. It sends on its own schedule.
Exactly what this can change
Starts, resumes or pauses one campaign in the connected Instantly workspace. A started campaign begins emailing its leads on its own schedule; a paused one stops until it is resumed. Leads, copy and settings stay as they are.
Supported fields: Campaign.
Change a campaign’s daily sending limit
Slow a new campaign down
TodayOpen the campaign settings and change the number.
With DatapipeSet the campaign to 40 emails a day while new inboxes warm up.
Raise the limit after warmup
TodayEdit each campaign’s daily limit by hand.
With DatapipeYour report shows healthy warmup scores. Raise the campaign’s daily limit from Datapipe.
Exactly what this can change
Sets the most emails one campaign may send in a day. Each sending account’s own daily limit still applies.
Supported fields: Emails per day.
Add a lead to a campaign
Add a referral to the right campaign
TodayCopy the details into Instantly by hand.
With DatapipeA teammate adds the referral’s email, name and company to the campaign. Instantly emails them on the campaign’s schedule.
Add an event contact
TodayUpload a one-row CSV in Instantly.
With DatapipeClaude adds the contact from your event list to the follow-up campaign. A lead already in the campaign is skipped.
Exactly what this can change
Adds one lead to a campaign. If the campaign is running, Instantly emails the lead on the campaign’s schedule. A lead already in the campaign, or on the workspace blocklist, is skipped.
Supported fields: Email, First name, Last name, Company, Job title.
Set a lead’s interest status
Mark a reply as a booked meeting
TodayOpen the reply in Instantly’s inbox and change the status.
With DatapipeYour Leads who replied report lists yesterday’s replies. Set the right one to Meeting booked from Datapipe.
Clean up wrong-person replies
TodayGo through the inbox and relabel each one.
With DatapipeClaude marks replies saying the person has left the company as Wrong person, so opportunity counts stay honest.
Exactly what this can change
Sets the interest status of one lead in its campaign, as you would in Instantly’s inbox. Opportunity counts in Instantly and in reports follow the new status. The lead is not emailed.
Supported fields: Interest status.
Pause or resume a sending account
Pause an inbox with errors
TodayFind the inbox in Instantly’s accounts list and pause it.
With DatapipeYour sending accounts report shows a connection error. Pause that inbox; campaigns keep sending from the others.
Resume a fixed inbox
TodayOpen the account and resume it by hand.
With DatapipeResume the inbox from Datapipe once the mailbox is fixed.
Exactly what this can change
Pauses or resumes one sending account in the connected workspace. Campaigns keep sending from their other accounts. Warmup settings are unchanged.
Supported fields: Sending account.
Turn warmup on or off for a sending account
Turn warmup on for new inboxes
TodayOpen each new account and switch warmup on.
With DatapipeA teammate turns on warmup for the three inboxes added this week.
Turn warmup off before a domain is retired
TodayFind each account and switch warmup off.
With DatapipeTurn warmup off for the inboxes on the old domain from Datapipe.
Exactly what this can change
Turns Instantly’s warmup on or off for one sending account. Campaign sending from the account is unchanged.
Supported fields: Warmup.
Set a lead’s interest statusLead mina@cobalt-labs.example · SaaS founders · US · made by Jordan Blake
| Field | Before | After |
|---|---|---|
| Interest status | Interested | Meeting booked |
You control who can change what
- A change is allowed for this data source
- A teammate or AI tool makes it
- It applies right away, or waits for approval if you set that
- Recorded with the values before and after
Source changes are managed on the Changes page in Datapipe. Approval is optional: set it for risky changes, for every change, or for one person. AI tools such as ChatGPT can never widen their own access. Who can turn this on?
Provider rules and limits
Provider permissions still apply, and automations in Instantly may react to changes.
Only fields supported by an allowed action can be changed; for some actions the owner, an admin or a project manager also picks the individual writable fields.
Before you connect
What you need
An API key or token from your Instantly account.
Read and write
Read access for reports. The 6 change actions need edit access in Instantly and stay off until the owner, an admin or a project manager allows them.
Limits and exclusions
Lead names, phone numbers and custom variables are not included.
Full details and limits
Read one Instantly workspace: campaign totals and daily results, sequence steps and A/B variants, sending account health and daily sends, and leads who replied with their interest status. Dates use UTC, up to 365 days. Lead names, phone numbers and custom variables are left out.
Uses an Instantly API key from the workspace. All: Read covers reports; All: All also allows campaign, lead and sending account changes. Each key belongs to one workspace, and the workspace needs an active paid Instantly plan.
Each key reads one workspace, and the workspace needs an active paid Instantly plan. Dates use UTC. Opens and clicks stay at zero for campaigns with tracking turned off. Status and settings show their current value. Lead names, phone numbers and custom variables are not included.
Reports you can build
6 reporting datasets, each with its own fields. Pick one in the app, then choose your columns.
- Campaign performance
- Campaign results by day
- Sequence steps and variants
- Sending accounts
- Sending accounts by day
- Leads who replied
What each dataset reports
- Campaign performance
One row per campaign with Instantly’s totals for the selected UTC dates: emails sent, leads contacted, unique opens, clicks and replies, bounces, unsubscribes, opportunities and opportunity value. Opens and clicks stay at zero when the campaign has tracking turned off. Settings such as status and daily limit are current, not historical.
- Campaign results by day
One row per campaign and UTC day with activity, as Instantly reports it day by day. Days without activity can be missing. Bounces and unsubscribes are not part of Instantly’s daily campaign figures; use Campaign performance or Sending accounts by day for those.
- Sequence steps and variants
One row per campaign, sequence step and A/B variant for the selected UTC dates, including opportunities, meetings booked and won deals credited to that step. Step numbers are Instantly’s own. A missing step or variant means Instantly could not tie the activity to one.
- Sending accounts
Current state of each sending account in the workspace: connection status, warmup status and score, daily limit and email provider. Report dates do not change these values.
- Sending accounts by day
One row per sending account and UTC day: campaign emails sent, bounces, opens, clicks and replies. Use it to spot inboxes with rising bounces before they hurt a campaign.
- Leads who replied
One row per lead whose latest reply falls in the selected UTC dates, with the lead’s interest status, company and engagement counts. Lead email, company and job title come from the lead record; names, phone numbers and custom variables are left out.
Metrics and dimensions
112 report fields across 6 datasets.
Hover or tap a field to see what it means. Custom fields from your own account appear after you connect.
No fields match. Try another search or choose All.
Send Instantly data anywhere
Google SheetsA sheet that refreshes every morning.
Data StudioCharts that read the same numbers.
BigQueryA warehouse table for the same columns.
Excel / CSVA Drive file you can open in Excel.
ClaudeAsk Claude about these numbers in a sentence.
ChatGPTAsk ChatGPT about these numbers in a sentence.APIRead the same rows from your own tool.Don't see yours? Use CSV or APIDownload the rows, or read them from your own tool.Ask AI about your data
Claude or ChatGPT can read the same numbers. You ask in a normal sentence, and the answer stays with your report.
AI tools can also make allowed Instantly changes. They can never widen their own access.
Which Instantly campaign booked the most meetings in the last 30 days, and which step did the replies come from?
SaaS founders · US led with 14 opportunities. Most replies came from step 1, variant B.
Better than exporting by hand
- It refreshes on its own, so nobody pastes in a new export.
- Each campaign can be its own row.
- You can keep a row per day instead of one lump sum.
- People and the way you reach them can be their own rows.
- Link clicks stay separate from every other click.
Start from a goal
Campaign performance
One row per campaign with Instantly’s totals for the selected UTC dates: emails sent, leads contacted, unique opens, clicks and replies, bounces, unsubscribes, opportunities and opportunity value.
Use this template →Campaign results by day
One row per campaign and UTC day with activity, as Instantly reports it day by day.
Use this template →Sequence steps and variants
One row per campaign, sequence step and A/B variant for the selected UTC dates, including opportunities, meetings booked and won deals credited to that step.
Use this template →Sending accounts
Current state of each sending account in the workspace: connection status, warmup status and score, daily limit and email provider.
Use this template →How it works
Create a project and choose Instantly in Data sources.
Pick where it goes. This one sends the numbers to CSV.
Pick where it goes. Choose campaign performance or another dataset, the dates and a destination.
Sample report
| Emails sent | Leads contacted | Unique opens | Unique replies | Bounced leads | Unsubscribed leads | Opportunities | Opportunity value |
|---|---|---|---|---|---|---|---|
| 860 | 1,240 | 860 | 1,240 | 1,240 | 1,240 | 1,240 | 1,240 |
| 410 | 640 | 410 | 640 | 640 | 640 | 640 | 640 |
| 155 | 210 | 155 | 210 | 210 | 210 | 210 | 210 |
Sample numbers, so you can see the shape. Your report uses your accounts.
Works well with Instantly
Add both to the same project. Each keeps its own report, so you can check them side by side or ask ChatGPT or Claude a question that needs both.
Questions
Free to start. Paid plans add more data sources and refresh faster.
Free and Starter refresh once a day. Pro refreshes every hour. Agency refreshes every 15 minutes on the first 50 data sources.
No. Name a project, add a data source, then choose a report and destination.
OAuth means you sign in with the service and grant access, without pasting an API key. Datapipe works with multiple partners to provide that sign-in. Some partners already provide it. Some integrations are API-only at present, so you paste a key or token. OAuth is coming soon for some. Some partners do not provide OAuth at all. The setup steps on each integration page say how that source connects. Signing in is only how the connection is made. It is not permission to change records. Where a source supports changes, those writes stay off until the workspace owner turns specific actions on and approves each one. We do not promise OAuth on every source, and we do not share dates.
The workspace owner, workspace admins and project managers. Changes start off. They choose which changes are allowed for each data source and who can make them: project operators and managers, selected teammates, and the AI tools those people connect. They can change this at any time.
No. Teammates make allowed changes in Datapipe, and Datapipe applies them through the connected Instantly account. Nobody else gets a Instantly login from this.
Yes, if that change is allowed for them. They work through Datapipe the same way a teammate does, within the same allowed changes and fields, and every change is recorded in the Changes history. AI tools can switch changes off, but they can never widen their own access. Asking for more waits for a person.
Yes, if you want. For each data source, approval can cover risky changes only (deleting, sending, publishing, refunds and price changes) or every change. You can also switch it on for one person, such as an intern. Those changes wait on the Changes page until the owner, an admin or a project manager approves them. Nobody but the owner approves their own change.
Datapipe sends each change once and records the result in the Changes history. If it cannot confirm that Instantly received it, the request is marked Uncertain and is never retried automatically, so you can check Instantly first.
Yes. Datapipe reads the reports on this page and can make 6 kinds of change: start or pause a campaign; change a campaign’s daily sending limit; add a lead to a campaign; set a lead’s interest status; pause or resume a sending account; turn warmup on or off for a sending account. Each one stays off until the owner, an admin or a project manager allows it for this data source. Allowed changes apply right away and are recorded in the Changes history. Provider permissions still apply.
This page lists 112 report fields across 6 datasets. You pick the columns when you build the report.
Read one Instantly workspace: campaign totals and daily results, sequence steps and A/B variants, sending account health and daily sends, and leads who replied with their interest status. Dates use UTC, up to 365 days. Lead names, phone numbers and custom variables are left out. Account permissions and the records available from the provider determine which rows can be read.
One for each Instantly account you add to a project. Adding the same account to another project counts again. Reports and destinations do not use extra data sources.
Yes. The same numbers can go to a sheet, a chart, a warehouse, or an assistant.
Try Instantly with sample data first
Build the report first, then add Instantly when you are ready.