Instantly
When to use this guide: Read this before configuring Instantly with OutboundSync to confirm what the integration covers today.
OutboundSync connects Instantly to HubSpot and Salesforce as a one-way sync, sending email engagement activity and reply-category labels into your CRM as events occur.
What this integration does
Section titled “What this integration does”Instantly is an email-engagement platform with built-in reply categorization, meeting tracking, and label routing. OutboundSync receives Instantly webhook events and writes structured activities to the matching contact or lead — including detailed reply categories like meeting booked, out of office, wrong person, or not interested.
Custom labels configured in Instantly also flow through so teams can drive workflows from the labels they already use for routing.
What syncs into your CRM
Section titled “What syncs into your CRM”- Email sends, opens, link clicks, replies, bounces, and unsubscribes
- Reply category signals: lead interested, meeting booked, meeting completed, lead closed, out of office, wrong person, not interested, and neutral
- Custom labels applied in Instantly
- Campaign, step, and timestamp metadata on every activity
Block list sync
Section titled “Block list sync”OutboundSync syncs HubSpot and Salesforce list-based blocklists into Instantly so prospects you exclude in your CRM are excluded from Instantly campaigns. See block list maintenance for the day-to-day workflow.
Where it syncs
Section titled “Where it syncs”- HubSpot — direct integration
- Salesforce — direct integration
- Close — supported during the current Close beta
- Attio — supported during the current Attio beta
Scope and current limitations
Section titled “Scope and current limitations”- One-way sync (with block list write-back). Activity flows Instantly → CRM. Block list entries flow CRM → Instantly. CRM-side edits to activity records are not pushed back.
- Email channel only. Phone and social are out of scope.
- No company name in Instantly webhooks. Instantly webhook payloads omit company name. On Salesforce create, Account
Namefalls back to the contact’s email domain. LeadCompanyuses the same domain fallback when an email is present; otherwise it uses"Unknown Company".- Primary mitigation: pre-load Contacts or Leads before campaigns — and, when you need Account matching without a Contact, ensure Accounts have Website (or other
accountLookupFields) set to the email domain — so Upsert matches existing records instead of creating domain-named Accounts. See Data is incomplete in my CRM. - If you do not want net-new Salesforce records: set the webhook receiver to Upsert or Update Only. Update Only skips create when no Contact/Lead match is found (and skips creating an Account for a matched Contact that has none); it does not rename domain-named Accounts.
- Primary mitigation: pre-load Contacts or Leads before campaigns — and, when you need Account matching without a Contact, ensure Accounts have Website (or other
- Self-serve setup. Follow the Getting Started guides to connect Instantly, send test payloads on the free tier, and verify CRM activity. Guided onboarding and customer success support are also available — contact support.
