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Getting Started

New here? Create your OutboundSync account first, then pick your CRM below and follow the setup guide end-to-end. Most admins complete first-time setup in under an hour. For a short orientation on webhooks and lists before you start, see Operations and concepts.

Create your account

Section titled “Create your account”
Create your OutboundSync account Passwordless sign-in at app.outboundsync.com — new accounts are created automatically on first login.

Start here

Section titled “Start here”
HubSpot setup guide Connect HubSpot, configure webhooks, and verify your first sync.
Salesforce setup guide Connect Salesforce, set up the External Client App, and verify your first sync.
Connect an engagement platform Smartlead, HeyReach, Instantly, Reply.io, and other supported platforms.

Before you start

Section titled “Before you start”
Check CRM plan requirements HubSpot and Salesforce editions that affect what OutboundSync can do.
Check engagement platform requirements Plan requirements for the engagement platform you're connecting.
Operations and concepts Platform-wide picture before you tune a specific CRM or engagement platform.

After setup

Section titled “After setup”
Run a webhook test payload Confirm your initial sync behavior with a controlled test.
Validate delivery timing Understand how payloads are prioritized and when delays are expected.
Contact support Escalation help when self-serve checks don't pass.