Using custom lead/contact object lookup ID
When to use this guide: Use this guide when you are onboarding OutboundSync or validating initial setup.
This feature is only supported by Instantly, EmailBison, and HeyReach since they pass custom fields/properties with every event they send to OutboundSync. This feature is not supported by Smartlead at this time.
Overview
Section titled “Overview”When OutboundSync receives activities from your Sales Engagement Platform, we need to do an API call into your CRM to see if that lead/contact exist or not. This can be done by email address, the record ID, another default field/property, or a custom field/property.
Lookup by email address
Section titled “Lookup by email address”When syncing email data, OutboundSync will default to using the email address. Ensure this field/property is included in your Sales Engagement Platform (including social platforms like HeyReach), and the sync will work automatically.
Lookup by anything else
Section titled “Lookup by anything else”If you want to do a lookup by record ID, another default field/property, or a custom field/property, then you’ll need to include a custom field/property in your Sales Engagement Platform.
Using os_objectlookup_id
Section titled “Using os_objectlookup_id”A custom field/property named os_objectlookup_id needs to be included when you import your leads in your Sales Engagement Platform. This is particularly easy if you are using a tool like Clay to build your lead lists.
Creating your field/property
Section titled “Creating your field/property”If you are using a default field/property in your CRM, then you can skip to the next step. If not, then carefully consider how you create the new field/property that you will use as your reference.
HubSpot and Salesforce offer the ability to enforce uniqueness for custom fields/properties to ensure you don’t create duplicates. Note that HubSpot limits how many properties this can be applied to.
Selecting your field/property
Section titled “Selecting your field/property”In the OutboundSync webhook receiver settings, select the field/property that you want OutboundSync to search for before logging activities to your CRM.
Test it with OutboundSync
Section titled “Test it with OutboundSync”Not sure if you set everything up correctly? Test it!
You can test your payloads using the Test Sync for your webhook receiver, also known as the testing modal, in OutboundSync.
For a detailed explanation, read the Sending test webhook payloads article in the help center.
You can also send test data through tools like Postman, or using curl in your terminal.