The Scenario
You are a sales ops lead. A strategy session Monday morning decided that 150 leads tagged as SaaS should move from the general prospecting campaign to a more targeted 'SaaS Follow-Up' campaign with a different email sequence.
The decision was made Monday. It is now Tuesday morning. Your SDR team wants the leads in the new campaign before their afternoon calls.
The slow version:
- Open Instantly
- Search for each lead by email, one at a time
- Click "move to campaign"
- Select 'SaaS Follow-Up' from the dropdown
- Repeat 150 times
- You give up at lead 40 and send your SDR a spreadsheet instead.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the mapping in your workbook and calls the Instantly API to move each lead, so you never touch the Instantly UI.
Open the SheetXAI sidebar and type:
Move each lead email in column A of the Routing tab from Instantly campaign 'General Outreach' to campaign 'SaaS Follow-Up', and write 'moved' or 'not found' into column B.
SheetXAI reads every email in column A of the Routing tab, calls the Instantly API to find and transfer each lead, and writes the result into column B. Leads that were not in 'General Outreach' get 'not found' so you can investigate.
What You Get
150 leads moved without opening the Instantly campaign UI:
- Column B status — "moved" for every lead that transferred cleanly
- "not found" flags — leads that were not in the source campaign, so you know what needs follow-up
- Campaign populated — 'SaaS Follow-Up' has the right contacts ready for the new sequence
- Audit trail in the workbook — your ops team can see exactly what moved and what did not
When an SDR asks why a contact is in the wrong campaign, the answer is in the workbook.
What If the Data Is Not Quite Ready
Routing decisions made in strategy sessions never come with a perfectly clean data set.
When the industry column has inconsistent values
The Industry tags were hand-entered. "SaaS", "saas", "software-as-a-service" all mean the same thing.
Normalize the Industry column in column C of the Routing tab to "SaaS" for any row containing "saas", "software", or "platform" (case insensitive). Then move all SaaS rows from 'General Outreach' to 'SaaS Follow-Up' and write the result into column D.
When you need to route by multiple industries to different campaigns
SaaS goes to one campaign, Fintech to another, Healthcare to a third.
For each row in the Routing tab, move leads tagged "SaaS" to campaign 'SaaS Follow-Up', "Fintech" to 'Fintech Q2', and "Healthcare" to 'Healthcare Series'. Write the destination campaign and result into column C.
When some emails are not in any campaign
The workbook includes leads that were never imported into Instantly.
For each email in column A of the Routing tab, try to move the lead from 'General Outreach' to 'SaaS Follow-Up'. If the lead is not found in any campaign, write 'not in Instantly' into column B. If found in a different campaign, write the current campaign name instead.
When you need to move the leads and update their status in one step
After moving, the SDR team wants each lead's status set to "Interested" so the new campaign picks them up at the right sequence step.
Move all leads in column A of the Routing tab from 'General Outreach' to 'SaaS Follow-Up'. After each move, update the lead's interest status to 'interested'. Write 'moved + updated' or the error into column B.
The pattern: move and update in one prompt, not two separate operations.
Try It
Get the 7-day free trial of SheetXAI and open any campaign routing workbook, then ask SheetXAI to move the leads. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to bulk-update lead interest status in Excel or the Instantly in Excel overview.