Integration Steps

Integration steps let you connect your Obert campaigns to external platforms. When a lead reaches an integration step in the sequence, they're automatically synced to the destination — no manual push needed.

Available integration steps

Add an integration step

1. Open your campaign's sequence editor.
2. Click Add Step at the point in the sequence where you want the integration.
3. Select Integration from the step type menu.
4. Choose the destination platform.
5. Configure the step:

Instantly

• Select the Instantly campaign to enroll the lead in.
• The lead's email must be available (leads without emails are skipped).

HeyReach

• Select a HeyReach list or campaign.
• The lead's LinkedIn profile URL is required.

Clay

• Select a Clay table.
• Lead data is sent as a new row.

Slack

• Select a Slack channel.
• Customize the notification message using {{variable}} placeholders:
  • {{lead_name}}, {{lead_company}}, {{lead_title}}
  • {{campaign_name}}, {{sender_name}}

Common patterns

Multi-channel outreach

Send Connection Request → Wait 5 days → Check Connection
  ├─ Connected → Send LinkedIn Message
  └─ Not Connected → Add to Instantly (email follow-up)

Enrichment before email

Send Connection Request → Wait 3 days → Add to Clay
  → Wait for enrichment → Add to Instantly

Team notification

Send Connection Request → Wait 5 days → Check Reply
  ├─ Replied → Send Slack Notification ("Lead replied!")
  └─ No Reply → Send Follow-up Message

Prerequisites

Integration steps require the corresponding integration to be configured in Settings → Integrations. If the integration isn't set up, the step will fail with a configuration error.

See the individual integration guides:

• HeyReach
• Instantly
• Clay
• Slack