Instantly Salesforce integration

Track revenue

Attribute revenue based on your deals. Use lists and reports to understand where outbound is working (or not).

Sync activities

Log your outbound email activity, including sent, replies, opens, clicks, unsubscribes, bounces, and reply categories.

Go omnichannel

Use automation to tap multiple channels, like phones. Use the best tool for each job and grow your pipeline.

Block sending

Use OutboundSync as your block list. Source from your CRM and prevent outreach to key contacts and companies.

YOUR INTEGRATION OPTIONS

Can I use an existing tool?

Instantly's native integration is designed only to pull from Salesforce and push to Instantly for campaigns. It's not bidirectional. So it simply does not solve the problem of pushing data into Salesforce.

Make, Zapier, and n8n are capable, they take time to build, are difficult to maintain, are costly to scale, and requite custom apps and code for the robust features that OutboundSync provides.

Clay is powerful for enrichment but its cell size limits, table row limits, and silent webhook failures lead to data loss for this use case.

Where OutboundSync excels

OutboundSync excels in syncing and relating near-real-time events data.

Sent outbound emails for attribution
Replies to your campaigns for sales rep visibility
Activity metadata like campaign details
Lead status/disposition updates
Current opportunities and accounts for the block list

And we're here to help. Our customer success team has helped hundreds of companies sync tens of millions of records.

CONNECTING INSTANTLY AND SALESFORCE IN 5 STEPS

Get started in minutes

Connect Salesforce: Create a Connected App in your Salesforce account.
Connect Instantly: Add your API key and create/configure your webhook receiver.
Create a webhook: Configure the data you want to sent from Instantly to Salesforce.
Add your block lists: Build a report in Salesforce and configure it as a block list.
Go live: Start sending your new outbound campaigns and using your data in Salesforce.

Email sends, replies, opens, link clicks, bounces, and lead status updates from Instantly. Each event is logged to the Lead or Account/Contact’s activity timeline with metadata and the option to write to custom fields.

OutboundSync can creates/update new Leads or Accounts/Contacts. Events are stored as Tasks or as EmailMessage records—your choice in the set‑up wizard during onboarding. No Opportunity fields are touched unless you build a Salesforce workflow.

Only once. A Salesforce admin authorizes OAuth and (optionally) adds custom fields.

Tiers scale with total outbound emails per month. Full details are on the Pricing page.

Instantly Salesforce Integration

Integrated campaigns close more deals

Track revenue

Sync activities

Go omnichannel

Block sending

Can I use an existing tool?

Where OutboundSync excels

Millions of activities synced every month

Get started in minutes

Preview the setup guide

Converted leads attributed by OutboundSync users

Need clarification?

What data does OutboundSync write to Salesforce?

Which Salesforce objects can it update?

Do I need admin rights to set it up?

How is the Instantly Salesforce integration priced?

Get a demo

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