In this video, Harris Kenny, Founder of OutboundSync, walks you through the key features of this integration, designed to supercharge your outbound campaigns and bring seamless connectivity between EmailBison and your CRM.
What you’ll learn:
Whether you’re looking to optimize your workflows, log email activity seamlessly, or leverage advanced CRM features, this integration is here to help.
0:00 Hi there, my name is Harris Kenny, I'm the founder of OutboundSync, and I'm excited to share an exciting new integration that has been months in the making, and really, years in the making.
0:09 OutboundSync is now integrating EmailBison with HubSpot in Salesforce. Now, EmailBison is a powerful sales engagement platform that has a set of really unique features footprint for how they're doing their outbound outreach.
0:36 In addition to that, they have a very robust set of webhooks, APIs, and other tools and documentation that we're finding some of our agency partners are using to get great results.
0:48 Now, I want to show you quickly how email bison works, how it interacts with OutboundSync, and what that looks like inside of HubSpot and Salesforce.
0:58 These are big topics with a lot to cover, and this video is only going to be a few minutes. So give me a second to show you how it works.
1:03 And if you're interested. You can always find out more jumping into email bison. You can see a test account with a little bit of test data.
1:11 Now it's a really clean interface that allows you to connect a number of secondary domains and secondary email accounts in order to do outreach to net users.
1:20 It also has a powerful feature that allows you to write custom or one-off emails and all of that is going to be logged back through webhook events to up on sync and then into your CRM.
1:33 In order to do that, we're going to go to the settings and we're going to create a webhook events that we want to send over now on the screen.
1:40 You can see what we're supporting right now, but keep in mind that we are going to be adding new features to our integration and we're working really closely with their team to do that.
1:51 Once you've decided what data you want to send to OutboundSync, we're actually going to create that webhook URL or that destination for EmailBison to send the data.
2:00 We're going to create the webhook URL or a webhook receiver. We're going to drop that into EmailBison and we're going to start to receive that data.
2:08 Note that both HubSpot and Salesforce, they have unique settings and configuration options within OutboundSync. Right now on the screen you can see how you would configure the payloads to come from EmailBison and go to HubSpot.
2:22 But Salesforce will have its own set of unique features because the platforms are pretty different. Going back to EmailBison, now that you've made this connection between the two tools, you're going to see that the inbox in EmailBison is going to push over to your HubSpot and Salesforce accounts.
2:39 In HubSpot, the inbox this means connecting to the company and the contact records, logging email activities, and timeline events. And these can be stacked to build workflows, reporting, and a lot of native functionality that's already inside of HubSpot.
2:53 Same thing with Salesforce, logging to accounts and contacts, logging activities, allowing the user to take advantage of flows and powerful automation and reporting built inside of Salesforce.
3:04 is just the beginning, and we're really excited about what we're building with their team. Thanks for checking it out. Please let us know if you have any questions or if you'd like to see a more in-depth demo of how it works.
3:13 Thanks.