Integrations

Start with the system you are connecting. Not sure how webhooks tie together? Read How it works first.

CRM connectors Setup guidance for HubSpot, Salesforce, and Close beta.

Engagement platforms Setup guidance for mature SEP guides plus current beta platform overviews.

Inbox management Setup guidance for HotHawk and Masterinbox unified-inbox platforms.

AI and Agents Guides for connecting HubSpot data with ChatGPT and Claude workflows.

Close beta is available as a direct CRM integration with one-way email and social activity sync into Close Leads. The docs also include current overview coverage for beta and guided-onboarding platforms such as Brevo, Drippi, GetSales, Lemlist, Mixmax, Reply.io, Salesfinity, Salesforge, SalesRobot, SuperSend, HotHawk, and Masterinbox. Clay is supported via its native sequencer routing through the Smartlead webhook receiver. Use the current onboarding plan from the OutboundSync team when a platform page says setup is guided.

Quick entry points

Connect HubSpot Fastest route for first-time HubSpot setup.

Connect Salesforce Fastest route for first-time Salesforce setup.

Connect Smartlead API key Authenticate Smartlead before enabling filters and sync workflows.

Connect Instantly API key Set up Instantly authentication for outbound activity sync.