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Engagement platforms

OutboundSync syncs email, social, and multichannel engagement activity into HubSpot or Salesforce so replies, sends, and status changes show up on the right CRM records without manual logging.

Pick your platform below for auth, webhooks, field mapping, and troubleshooting. Self-serve connectors (Smartlead, Instantly, EmailBison, HeyReach, plus webhook-only Aimfox) let you connect with an API key or webhook URL on the free tier. Other platforms use guided setup with the OutboundSync team — each overview page lists what syncs today.

If you are still choosing a CRM path, start with a HubSpot or Salesforce setup guide, then return here for the engagement connector.

Every customer gets an onboarding plan and customer success support, whichever platform you use. Setup itself follows one of two paths:

  • Self-serve setup: Smartlead, Instantly, EmailBison, and HeyReach connect with your own API key; Aimfox is webhook-only (no API key). Follow the connector guides plus a CRM setup guidecreate an account, connect your CRM, and send test webhook payloads on the free tier.
  • Guided setup: other platforms — such as Salesforge, GetSales, Mixmax, Reply.io, Lemlist, Brevo, and SalesRobot — are fully supported but don’t offer self-serve API-key connection yet, so the OutboundSync team configures them with you. Contact support to start. Each platform’s overview page describes what syncs, where it lands, and the current scope.