The Scenario
You are a sales ops lead. Your team ran a general prospecting campaign for three months. Now the industry data has been validated and 150 leads tagged as SaaS need to move to the 'SaaS Follow-Up' campaign, which has a different email sequence tuned for that vertical.
The decision was made in a Monday strategy session. 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 sheet and calls the Instantly API to move each lead, so you never touch the Instantly UI for this operation.
Open the SheetXAI sidebar and type:
Move each lead email in column A of this sheet 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, calls the Instantly API to find and move each lead, and writes the result into column B. Leads that were not in 'General Outreach' get 'not found' so you can investigate separately.
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 to follow up on
- Campaign population — 'SaaS Follow-Up' has the right contacts and is ready for the new sequence
The column B log is the part that matters. If an SDR asks why a contact is still in the old campaign, the answer is in the sheet.
If the industry column has more than one value you want to route differently, you can give SheetXAI the full routing logic in one prompt.
What If the Data Is Not Quite Ready
Mapping sheets from strategy sessions are never perfectly clean. SheetXAI handles the conditions and the moves together.
When the industry column has inconsistent values
The industry tags were entered by hand. "SaaS", "saas", "software-as-a-service", "Software as a Service" all mean the same thing.
Normalize the Industry column in column C to "SaaS" for any row that contains the words "saas", "software", or "platform" (case insensitive). Then move all rows where Industry is "SaaS" from 'General Outreach' to 'SaaS Follow-Up' and write the result into column D.
When you want to route by multiple industry tags to different campaigns
SaaS goes to one campaign, Fintech to another, Healthcare to a third.
For each row in this sheet, read the Industry column. Move leads tagged "SaaS" to campaign 'SaaS Follow-Up', leads tagged "Fintech" to 'Fintech Q2', and leads tagged "Healthcare" to 'Healthcare Series'. Write the destination campaign and result into column C.
When some emails are not active in any campaign
The list was compiled from multiple sources. Not all leads were imported into Instantly.
For each email in column A, 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 it is found but in a different campaign, write the current campaign name into column B instead.
When you need to move the leads and update their status at the same time
After moving, the SDR team wants each lead's status set to "Interested" so the new campaign picks them up in the right sequence step.
Move all leads in column A from 'General Outreach' to 'SaaS Follow-Up'. After moving each lead, update their interest status to 'interested'. Write 'moved + updated' or the error into column B.
The pattern: move and enrich in one prompt, instead of two separate operations with two separate tools.
Try It
Get the 7-day free trial of SheetXAI and open any campaign routing sheet, 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 or the Instantly in Google Sheets overview.