How it works

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.

Webhooks and delivery How events move from your SEP through OutboundSync to your CRM.

Lists, filters, and exclusions What you configure in the CRM vs the platform, and where to go next.

Sync Operations Category filters, block lists, exclusion lists, and ongoing list maintenance.