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Operations and concepts

How it works

Learn how OutboundSync works — inbound Sources delivery, block lists, exclusion lists, and category-based filters across your CRM and engagement stack.

These pages explain how OutboundSync fits into your engagement platform and CRM without repeating full setup guides. For day-to-day controls after setup, use Sync Operations.

Sources and deliveryHow inbound Sources events move from your SEP through OutboundSync to your CRM.
Lists, filters, and exclusionsWhat you configure in the CRM vs the platform, and where to go next.
Sync OperationsCategory filters, block lists, exclusion lists, and ongoing list maintenance.