Integrations
CRM connectors
OutboundSync CRM connector guides for HubSpot, Salesforce, Close, Attio, Pipedrive, and HighLevel beta — auth, mapping, and setup.
Use this section when your issue or task is CRM-side.
Choose your CRM
Section titled “Choose your CRM”HubSpot docsSetup, data model, automation, reporting, and block-list guides.
Salesforce docsObject mapping, reporting recipes, auth troubleshooting, API limits, and validation guidance.
Close beta docsConnected Account overview, one-way sync behavior, supported platform coverage, and onboarding expectations.
Attio beta docsNotes on the matched Person, optional OutboundSync custom object, supported platforms, and team-guided onboarding.
Pipedrive beta docsConnected Account overview, Person and Note writes, lookup methods, and onboarding expectations.
HighLevel beta docsConnected Account overview, Contact and plain-text Note writes, lookup methods, and Location OAuth.
Common CRM tasks
Section titled “Common CRM tasks”Which fields/properties are synced?Review HubSpot property sync behavior.
Salesforce object mappingUnderstand how OutboundSync writes to Salesforce fields.
HubSpot reporting setupBuild activity reporting once data starts flowing.
Salesforce reporting setupBuild Task and custom-field reports once data starts flowing.
Salesforce API usageEstimate API impact before scaling volume.
