Inboundly Guides

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Effortlessly communicate with leads by sending messages from your inbox.

Sending Messages

This is your basic guide to getting started with Inboundly.

Quick Start

Connecting  X/Twitter Inboxes

Managing Connected Inboxes

Effortlessly manage your messages with powerful filtering and search options.

Reading Messages

Easily manage your message status by marking conversations as unread to revisit them later.

Mark as Unread

Streamline your communication with quick replies for frequently asked questions or common responses.

Using Quick Replies

Managing Quick Replies

Stay organized and on top of your leads by efficiently managing follow-up reminders right from your conversations.

Follow-Up Reminders

Gain valuable insights into the potential of your leads.

Opportunity Score

Keep track of important information by managing notes within conversations.

Notes

Organize your leads by adding them to specific lists.

Lists

Easily manage your leads by assigning them to specific stages of your pipeline directly from your conversation.

Labels

Lead Value

Manage and keep lead information up to date.

Contact Info

Easily manage your interactions by blocking and unblocking users as needed.

Blocked Users

Getting Started

Labels represent custom steps within your sales pipeline.

Creating CRM Labels

Managing CRM Labels

Re-Ordering CRM Labels

Effortlessly manage your leads with powerful filtering and search options.

Filtering Leads

Moving Leads

Default Lead Value

Create Lists in just a few simple steps to organize your leads.

Create Lists

Organize & segment your leads using Lists.

Manage Lists

Scan incoming messages for specific keywords, helping you streamline your workflow.

Auto-Segmentation

Looking to maximize your productivity? Set up Zapier to automate tasks between Inboundly and other platforms.

Get Started

Example Integration

Manage your integration credentials from the Settings dashboard.

Credentials

Workspaces consolidate all your Inboundly activity into one place, simplifying your workflow.

General

Team Members

Understand each team role to help you manage access and responsibilities within your workspace.

Get Started

Connecting Accounts

Inbox

CRM

Lists

Integrations

Workspace

Settings

Sending Messages