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Create your OutboundSync account

When to use this guide: Use this guide when you need an OutboundSync account to evaluate the product or connect your CRM and sales engagement platform.

OutboundSync uses passwordless email login. There is no separate sign-up page — your account is created the first time you complete sign-in with a new email address.

Create or sign in to your account

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  1. Go to app.outboundsync.com.
  2. Enter your work email address and click Continue.
  3. Open the verification code from your email and complete sign-in.

If you are new, OutboundSync creates your account automatically on first successful login. The login screen notes: If you don’t have an account, we’ll create one.

Evaluate on the free tier

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After sign-in you can self-serve the evaluation path without a formal pilot. A yellow banner that says you are on a free plan (and to email sales@outboundsync.com to upgrade and start syncing live data) is expected until your account is enabled for live sync. Connecting HubSpot or Salesforce creates the CRM connection and is still the next step — OAuth alone does not remove the banner. Live sync is enabled when OutboundSync turns on paid access for your account (typically after you contact sales or customer success).

  1. Connect HubSpot or Salesforce — see the HubSpot setup guide or Salesforce setup guide.
  2. Create a source in OutboundSync.
  3. Add the webhook URL to your sales engagement platform.
  4. Send a test webhook payload and confirm how activity lands in your CRM.

Optional guided onboarding

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These docs are the self-serve path. Guided onboarding and customer success support are also available — contact support.

Next step

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