Write from the opportunity context
Prepare outreach for a selected contact from a signal in Settle. Review and edit the email sequence before scheduling it through your connected provider.
Personalized campaign delivery
Turn a buying signal into a relevant conversation.
An approved budget or a planned project gives your team a reason to reach out. Settle helps turn that context into personalized outreach. Instantly puts the prepared sequence into your sending workflow.
Turn a signal into outreach.
Send a researched contact and prepared copy to the right campaign, with a clear reason for the conversation.
- 1
Choose a contact worth reaching
Review the signal, buyer, and contact. Use available public evidence and relationship context to decide whether outreach makes sense.
- 2
Prepare the sequence
Draft and edit the messages in Settle. Make the reason for reaching out specific to the buyer, then schedule the sequence when it is ready.
- 3
Hand off to the configured campaign
Settle creates the lead with the prepared message variables. Your Instantly campaign controls the subsequent sending schedule and reply handling.
Settle + Instantly
What you can do together.
Carry the copy into Instantly
Settle adds a lead to the configured campaign with contact details and custom variables for each email’s subject and body. Signal title and reference travel with the lead.
Keep delivery in your campaign
Instantly manages sending, spacing, threading, and replies using the campaign your team configured. Settle supplies the recipient and personalized content.
Protect the handoff
Settle guards against repeatedly scheduling the same contact from the same signal. A confirmed campaign handoff is recorded as scheduled; it is not a delivery receipt.
Getting connected
Put Instantly to work with Settle.
Requires Settle integration access, an Instantly account with suitable API access, configured sending accounts, and a campaign templated for Settle’s lead variables. Campaign configuration controls whether and when added leads are sent. Any separately enabled outreach automation has its own settings.
Explore Settle plansHow to connect
Prepare your campaign
Create an Instantly campaign with three email steps and templates that use Settle’s message variables. Keep follow-up subjects blank for threaded replies, as described in the in-app setup guide.
Connect Instantly to Settle
Open Settings > Integrations in Settle and choose Instantly. Connect your Instantly v2 API key and campaign ID.
Review before scheduling
Check the campaign’s sending settings and review a prepared sequence before scheduling your first contact.
A few details
Common questions.
What information is sent to Instantly?
The handoff includes the contact email and name, available company, title and website, the prepared message subjects and bodies, and a signal reference when present. The message copy is passed through lead custom variables.
Does connecting Instantly immediately send outreach?
Connecting the account configures the provider. In the interactive signal workflow, your team prepares and schedules a sequence separately. Once a lead enters a campaign, that campaign’s status and sending settings govern delivery. Separately enabled automations can have different triggers.
How does Settle handle duplicate outreach?
Settle guards against scheduling the same contact twice from the same signal. This is not a global guarantee across every external campaign or separate signal. Review existing campaign membership and reconcile an uncertain handoff before retrying.
Does scheduled mean the emails were delivered?
No. Scheduled records the campaign handoff. Instantly manages delivery, and the outcome depends on its campaign, mailbox, and recipient state. Reply, bounce, and unsubscribe reporting requires the corresponding webhook configuration.
Keep the context moving
Build the workflow your team needs.
Use each connection on its own, or combine the steps that fit your sales process.
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See it on an opportunity you care about.
Bring your sources, target buyers, and current tools. We will show how Settle can connect the research to the work your team already does.