Sync opt-outs to Instantly, Smartlead, EmailBison, PlusVibe and HeyReach

When a reply is labeled Unsubscribe or Do not contact, one workflow removes the lead from Instantly, Smartlead, EmailBison, PlusVibe and HeyReach, so an opt-out in one tool stops every tool.

Hygiene

Instantly

Smartlead

EmailBison

PlusVibe

HeyReachRevOpsSDR managerTeam plan

When

Add LabelUnsubscribe or Do not contact

Then

Remove from Instantly campaignAll active campaigns

And

Unsubscribe in SmartleadAll active campaigns

And

Remove from EmailBison campaignAll active campaigns

And

Remove from PlusVibe campaignAll active campaigns

And

Remove from HeyReach campaignAll campaigns

Why teams run it

Opt-outs are a compliance and domain health issue, and copying them between tools by hand always misses one.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Sync opt-outs to Instantly, Smartlead, EmailBison, PlusVibe and HeyReach.
Set the trigger to Add Label and choose Unsubscribe or Do not contact.
Add the action Remove from Instantly campaign: All active campaigns.
Add the action Unsubscribe in Smartlead: All active campaigns.
Add the action Remove from EmailBison campaign: All active campaigns.
Add the action Remove from PlusVibe campaign: All active campaigns.
Add the action Remove from HeyReach campaign: All campaigns.
Save the workflow and switch it to Active.

Before you start, connect Instantly, Smartlead, EmailBison, PlusVibe, HeyReach under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Sync opt-outs to Instantly, Smartlead, EmailBison, PlusVibe and HeyReach",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "remove_from_sequence_instantly",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "unsubscribe_from_campaign_smartlead",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "remove_from_campaign_bison",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "remove_from_campaign_plusvibe",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "remove_from_sequence_heyreach",
      "campaign_ids": [
        "camp-1"
      ]
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Sync opt-outs to Instantly, Smartlead, EmailBison, PlusVibe and HeyReach". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Does the lead also go on each tool's blocklist?

Yes, where the sequencer integration supports DNC labels: mark the label as DNC and choose tag lead or add domain to blocklist.

How many actions can one workflow run?

Up to 10, so you can add GoHighLevel or QuickMail steps too.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.