Instantly.ai users, this one’s for you! OutboundSync’s integration with Instantly is live! Bringing your outbound campaign data into HubSpot and Salesforce.
Here’s what this means:
- Full-Funnel Attribution – Track every email sent, every reply, and every booked meeting inside your CRM. No more guessing how outbound contributes to revenue.
- Instantly Inbox → CRM – Lead statuses and rep-managed inbox activity get logged directly in HubSpot and Salesforce, ensuring nothing slips through the cracks.
- Campaign Performance Visibility – Build detailed reports that break down performance by campaign, rep, and timeline. Know exactly what’s driving meetings and deals.
- Omni-Channel Sales Execution – Whether your team follows up via email, LinkedIn, or phone, OutboundSync ensures your CRM remains the system of record.
We’ve already logged over 10 million events for outbound teams, we're about to finish our SOC 2 Type II attestation, and we're so excited to bring our platform to Instantly users!
If you’re an Instantly agency or user and want to streamline your outbound tracking, attribution, and automation, here's a quick walkthrough.
Transcript
0:00 Hey there, my name is Harris Kenny. I'm the founder of OutboundSync, and I am very excited to announce that our Instantly integration is live. Now we're talking to, I think, some of the best Instantly agencies about rolling this out for their clients And I just want to show you how it works and give
0:19 you a brief overview of Instantly, Instantly's webhook feature, and what that looks like to get that data into HubSpot and Salesforce Let's jump right in First, looking at an Instantly campaign, you can see that you're going to run it like you've run it before Everything is going to be the same We're
0:40 going to simply use the webhook feature inside of Instantly to decide what webhook events we want to send over to our CRM.
0:48 And if you want to be able to fully attribute revenue and get both first and multi-touch, even last-touch attribution, this is going to be critical You can have every sent email, every reply, and the lead status changes are going to come in the Instantly inbox, where a rep is handling the leads inside
1:07 of Instantly. We'll be able to push that disposition over to the CRM to be able to not only route or handle notifications, but specifically be able to track the performance of campaigns over time so that you not only have the Instantly dashboard, but you're also going to have that report inside of HubSpot
1:27 or Salesforce so that your other folks on the team can see what's going on. And again, you can connect Instantly campaigns to booked meetings conversions through other sources, revenue, and closed one, you know, deals beyond that deals in the pipeline, pipeline stages, just get a sense of what outbound
1:48 is doing to actually drive growth in the business. Let's look on the HubSpot side at what this actually looks like.
1:54 So here you can see, we're looking at a contact record. We're going to log those emails as emails. In HubSpot, those emails would be associated up at the company level in HubSpot.
2:06 And then we're also going to be logging these timeline events. And just to show you specifically, you can see that this is an instantly timeline event.
2:12 So we're calling this out. So if you happen to be using OutboundSync already and using another product, another sales engagement platform, and you want to be exploring Instantly, we're going to make it really easy for you to drop in all of your existing workflows and reports and try Instantly.
2:28 Looking at how that individual data rolls up into reports, you can see a sample of a pipeline funnel, looking at conversion from sent emails that are contacted, excuse me, to the number of contacts that opened, to replied, positive replies, meetings booked, and then deals associated with your outbound
2:48 campaigns. You can even track the sending volume over time and the most recent event on those contacts in the campaigns.
2:56 You can break out performance on the campaign level and you can look at overall sending by month. You can break out the specific positive replies and make sure that they've been followed up on and moving forward in terms of lifecycle stage.
3:10 And you can set up automation from a sales ops perspective. You have to make sure the reps are getting everything they need to see.
3:15 Here we can update, for example, the lifecycle stage, create tasks. We can manage opt-outs and, uh, have a fallback for replies that come in that don't get notified to make sure that nothing slips between the cracks.
3:28 Jumping over to the Salesforce side. Currently, we support writing to the account and contact objects inside of Salesforce. Now we've got a lot more coming in the Salesforce side, but for now, you can see how it works today.
3:40 We're logging emails as emails, and then you can drill down and get all the details of your instantly campaign data inside of Salesforce.
3:48 Now, the power of having this activity data available to your reps is that they have visibility into what happened before they got the leads.
3:55 They can see the conversation that happened. They can see the campaign, the hook, the offer that led to the engagement.
4:02 And the last thing is that when you get this data into your CRM, you can also go omni-channel. So whether that's LinkedIn outreach through sales navigator, one-to-one outreach, or even picking up the phone, the idea is that you can use the best tools for the job, and you can have your CRM be your system
4:20 of record. So we're really excited to be working with Instantly. They've been doing very, very helpful, uh, really supportive. Their support team has been exceptional, and we're really looking forward to bringing this integration to Instantly users.
4:35 We've logged well over 10 million events through OutboundSync, and our platform has really come a long way. We're going to be finishing up our SOC 2 Type II audit, and we're excited to be working with notonlyagencies, and early stage companies, but increasingly the mid-market and enterprise teams that
4:54 are seeing the value in using scaled outbound tools like instantly. You can learn more today by going to outboundsync.com. Thanks.