Lead generation agencies
Send each client a weekly report of emails sent, replies and meetings booked.
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.
Updated November 2026
| Emails sent | Leads contacted | Unique opens |
|---|---|---|
| 860 | 1,240 | 860 |
| 410 | 640 | 410 |
| 155 | 210 | 155 |
Send each client a weekly report of emails sent, replies and meetings booked.
Compare campaigns and A/B variants without exporting from Instantly.
Watch warmup scores and bounces across every sending account.
One workspace stays bound to each data source.
Changes stay off until you allow them. Allowed changes apply to Instantly right away, and history keeps the values before and after.
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.
Compare emails sent, unique replies, opportunities and opportunity value for every campaign in the client workspace.
Keep each sending account’s status, warmup score and daily bounces in one sheet, so problems show before results drop.
A teammate sets a lead from the Leads who replied report to Meeting booked.
Limit: Opportunity counts follow, and history keeps the earlier status.
See the problem in your report, then make the fix in Datapipe instead of opening Instantly, finding the record and retyping it.
Teammates and AI tools you allow can make changes without getting edit access to Instantly.
Changes stay off until you allow them. Every change is recorded with who made it and the values before and after.
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.
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.
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.
TodayOpen the campaign settings and change the number.
With DatapipeSet the campaign to 40 emails a day while new inboxes warm up.
TodayEdit each campaign’s daily limit by hand.
With DatapipeYour report shows healthy warmup scores. Raise the campaign’s daily limit from Datapipe.
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.
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.
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.
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.
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.
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.
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.
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.
TodayOpen the account and resume it by hand.
With DatapipeResume the inbox from Datapipe once the mailbox is fixed.
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.
TodayOpen each new account and switch warmup on.
With DatapipeA teammate turns on warmup for the three inboxes added this week.
TodayFind each account and switch warmup off.
With DatapipeTurn warmup off for the inboxes on the old domain from Datapipe.
Turns Instantly’s warmup on or off for one sending account. Campaign sending from the account is unchanged.
Supported fields: Warmup.
| Field | Before | After |
|---|---|---|
| Interest status | Interested | Meeting booked |
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 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.
An API key or token from your Instantly account.
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.
Lead names, phone numbers and custom variables are not included.
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.
6 reporting datasets, each with its own fields. Pick one in the app, then choose your columns.
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.
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.
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.
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.
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.
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.
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.
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.
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 →One row per campaign and UTC day with activity, as Instantly reports it day by day.
Use this template →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 →Current state of each sending account in the workspace: connection status, warmup status and score, daily limit and email provider.
Use this template →Create a project and choose Instantly in Data sources.
Pick where it goes. This one sends the numbers to BigQuery.
Pick where it goes. Choose campaign performance or another dataset, the dates and a destination.
| 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.
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.
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.
Build the report first, then add Instantly when you are ready.