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Operations and concepts

Lists, filters, and exclusions

How block lists, exclusion lists, and category-based filters work together across your CRM, sales engagement platform, and OutboundSync to control what syncs.

CRM list management (HubSpot lists, Salesforce lists) is often where you define who should not be contacted or how segments sync. SEP-side settings and OutboundSync category-based filters control what webhook data is released into the sync pipeline.

Start with the comparison below, then use the CRM guides for your stack.

How do I decide which data to sync?Choose sync everything, FILTERED / qualified, or a budget path before you pick webhook events.
Block lists vs exclusion listsUnderstand which pattern applies to which platforms.
How category-based filters workAllowlists and release of held webhook payloads.
Block list maintenance guideDay-to-day monitoring and hygiene.
Updating block lists from lists (HubSpot)HubSpot list → block list workflow.
Updating block lists from lists (Salesforce)Salesforce list → block list workflow.