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COLD EMAIL & SALES ENGAGEMENT · MIGRATION GUIDE

Switching from Instantly to Salesforge

There is no Instantly importer in Salesforge: download leads as CSV, rewrite your sequences, reconnect mailboxes and let warmup run before you send.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 27, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Instantly to SalesforgeVerified Sep 27, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: How do you switch from Instantly to Salesforge without losing leads or deliverability?

Export first, while your Instantly subscription is still active, because Instantly says expired accounts can't reach the dashboard or export data.

Download leads, analytics and the blocklist as CSV, and copy every sequence step by hand, since sequences can't be downloaded and Unibox replies only come out through the API. Salesforge takes the CSV (up to 100,000 rows) and sorts contacts into Safe and Unsafe at one validation credit each, with 300 a month on Pro, so clean the list before you upload it. Before you cancel, work through every open reply in Unibox, because those are the warmest leads you have and they won't follow you. When the mailboxes reconnect, I'd restart at a modest volume and build back up over a couple of weeks, since a sudden jump in sends from a mailbox is exactly the pattern spam filters watch for.

My read of the verified data on this page, checked against vendor sources on September 27, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Instantly to Salesforge

    LinkedIn steps

    Salesforge Pro includes 1 LinkedIn sender; Growth is unlimited.

    Lower annual price

    Pro is $40 a month billed annually.

    Unlimited users on Growth

    The whole team shares one Growth plan.

    How the migration actually works

    Instantly says expired accounts cannot reach the dashboard or export data, so export before you cancel.

    StepWhat you do
    1Download leads from InstantlyFrom a campaign’s Leads tab, or CRM, Leads, select leads and use Row actions, Download selected. Also export analytics and the blocklist as CSV.
    2Save your sequencesInstantly sequences cannot be downloaded as files; copy each step’s copy and timing by hand or pull them through the API.
    3Set up SalesforgeStart the 14-day free trial (no card), then pick Pro (1 user, 5,000 emails) or Growth (unlimited users, 50,000 emails).
    4Reconnect mailboxesConnect Google mailboxes by OAuth (a Workspace admin must allow Salesforge) or other providers by SMTP, and turn on warmup.
    5Build the sequence and upload leadsCreate the sequence and upload your CSV (up to 100,000 rows). Review the Safe and Unsafe tabs before adding contacts.
    6Cancel InstantlyOnce the new sequences are sending, cancel Instantly at the end of its billing period.

    What this path doesn’t do for you:

    Campaigns, Unibox replies and sending history do not move; Instantly’s Unibox replies can only be pulled through its API. Validating imported contacts uses Salesforge credits (300 a month on Pro).

    Pricing side by side

    PlanInstantlySalesforge
    Pricing basisPer plan, capped by emails and uploaded contactsPer plan, capped by emails and active contacts
    Free planNone listedNone; 14-day free trial
    Entry paidGrowth $47/moPro $48/mo monthly, $40 annual
    Next tierHypergrowth $97/moGrowth $96/mo monthly, $80 annual

    US list prices checked on each vendor’s pricing page on September 27, 2026. Prices for tools HelpCompare already covers reuse their verified listings.

    Feature parity check

    CapabilityInstantlySalesforge
    LinkedIn stepsNot on the pricing page1 sender on Pro, unlimited on Growth
    Emails a month (entry plan)5,0005,000
    Importer for the otherNoneNone (CSV upload)

    Going the other direction, or want the full comparison first?

    Read the Salesforge vs Instantly comparison Switching from Salesforge to Instantly instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Instantly and Salesforge. Rows where both tools are the same are left out; the full side-by-side is on each tool’s page: Instantly, Salesforge.

    What changesInstantly (today)Salesforge (after)
    SOC 2 reportNot publishedSOC 2 Type Isource
    Other certificationsNot publishedCASA Tier 2source
    HIPAA (BAA)Not supportedsourceNot published
    GDPR data processing agreementDPA offeredsourceNot published
    Two-factor authenticationYesEnforcement: Not plan-gated in vendor docs (workspace owner setting)sourceNot published
    Admin audit logYessourceNot published
    EncryptionCommercially reasonable encryption for subscriber personal data (algorithms not published)sourceNot published
    Mobile appsiOS, AndroidsourceNot published
    Device & session controlsYesOwner-set re-authentication interval; sign out all sessions or force-log-out every workspace user.sourceNot published

    Checked September 27, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Can Salesforge import my Instantly campaigns?

    No. Upload leads as CSV and rebuild the sequence steps in Salesforge.

    Will I lose my Instantly data if I cancel first?

    You may: Instantly says expired accounts cannot access the dashboard or export data. Export first.

    Will Salesforge cost less?

    On annual billing, yes at the entry tier: Pro is $40 a month against Instantly Growth at $47 monthly. Month to month it is $48 against $47.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    InstantlyPricing, free plan, AI cost & every comparison›SalesforgePricing, free plan, AI cost & every comparison›
    Salesforge vs InstantlyHead-to-head comparisonInstantly vs OutreachHead-to-head comparisonSmartlead vs InstantlyHead-to-head comparisonWoodpecker vs InstantlyHead-to-head comparisonInstantly vs Smartlead vs WoodpeckerHead-to-head comparisonOutreach vs SalesloftHead-to-head comparison
    Salesforge to InstantlySwitching guideInstantly to OutreachSwitching guideInstantly to SmartleadSwitching guideInstantly to WoodpeckerSwitching guideOutreach to InstantlySwitching guideSmartlead to InstantlySwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Need sign-off?

    Turn this into a one-page decision brief

    Verified prices costed for your team size, a check against your must-have requirements, the questions to settle before you sign, and a source for every figure. Print it, or paste it into an email to whoever approves the spend.

    Build a decision brief

    From shortlist to switched

    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    01 · CompareWhich tool fits your team, side by side.116 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent nine years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 27, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill