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Salesforce outbound integration and orchestration

Every outbound send, reply, and unsubscribe—logged on the right record, routed to the right rep, and visible in your Salesforce reports. Across email, social, and phone.

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Connect outbound platforms to Salesforce with full control

OutboundSync Salesforce integration diagram

Run outbound from Salesforce with complete visibility

Outbound activity shows up in Salesforce like it was sent from Salesforce. Over 100 supported fields across leads, contacts, and accounts with full Flow compatibility.

Revenue attribution

Know which opportunities were created, or influenced, by your outbound campaign efforts.

Lead routing

Get new replies directed to the right people as leads or contacts so you can follow up.

Timeline events

Log every email sent, reply, open, click, and more on the lead, contact, and account objects.

Custom fields

Take advantage of over 20 custom fields in your Salesforce flows, reports, and more.

Block lists

Block email addresses, or entire domains, off a report in Salesforce. No more CSV exports.

Account-based selling

Associate activities with leads, contacts, and accounts to track activity and followup.

Native reporting

Create your own reports and dashboards in Salesforce to monitor your outbound results.

Custom alerts

Decide when and how to alert your sales reps. Send emails, create tasks, Slack messages, and more.

Handle the inbox

Review replies in one place

Every reply lands on the right record—as a task or email on leads, contacts, and accounts. Use custom task subject lines for Flows and Reports, then route, assign, and follow up from Salesforce.

Contact record reply view in Salesforce
OutboundSync flow in Salesforce

Automate your work

Create advanced Flows

Trigger Flows from outbound activity—update fields, assign owners, send notifications, and enrich records with tools like Agentforce and Clay. Then go omnichannel from Salesforce by phone or social.

Manage your lists

From reports to block lists

Never contact the wrong people. Build a report in Salesforce, and OutboundSync keeps your outbound platforms in sync—including domain-level blocks so nobody at a company gets cold outreach.

Block list from Salesforce report
OutboundSync reporting dashboard in Salesforce

See what's happening

Native reports and dashboards

See outbound results without leaving Salesforce. Build dashboards to track sending volume, replies, opens, and more—daily, weekly, or monthly.

Deciding which Salesforce edition you need

OutboundSync works across Salesforce editions, but each edition has different API limits, features, and setup requirements. Here's what you need to know before connecting OutboundSync to Salesforce.

Professional

Limited support - API limits may restrict ongoing sync.

  • Requires add-on for sufficient API capacity
  • Base API varies (add-on may be required)
  • 1,000 API calls per user license
  • Best for very small teams (fewer than 5 reps)
  • Requires close API usage monitoring
  • Admin available during setup recommended

Most popular

Enterprise

Recommended - Best balance of capability, API capacity, and cost.

  • 100,000 base API calls per 24 hours
  • 1,000 API calls per user license
  • Example: 25 users ≈ 125,000 calls/day
  • Reliable for scaled outbound with multiple sequences
  • Activity logging for attribution and reporting
  • Low-risk setup experience

Unlimited

Ideal - Best for scale and high activity volume.

  • 100,000 base API calls per 24 hours
  • 5,000 API calls per user license
  • Example: 25 users ≈ 225,000 calls/day
  • Built for high-volume outbound teams
  • Maximum API headroom for growth
  • Enterprise-grade features and support

Certified and trusted

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Salesforce integration FAQ

  • What data does OutboundSync write to Salesforce?
    OutboundSync writes outbound activity like sends, replies, opens, clicks, and status updates to Salesforce objects so teams can power Flows, reporting, and attribution.
  • Which Salesforce objects can be updated?
    OutboundSync can write to Leads or Accounts/Contacts, and store activity as Tasks or EmailMessage records, depending on your configuration.
  • Can we manage block lists from Salesforce?
    Yes. Build a Salesforce report as your exclusion source and OutboundSync will keep block lists synced to your connected outbound platform.
  • Does this require custom middleware?
    No. OutboundSync provides a dedicated Salesforce integration path, so teams can avoid maintaining custom middleware for core outbound activity sync.
  • Does this support revenue attribution workflows?
    Yes. OutboundSync brings structured outbound activity into Salesforce so teams can build attribution logic, dashboards, and follow-up automation in native Salesforce workflows.

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Salesforce resources

Tutorials, case studies, and updates related to Salesforce.

Partner spotlight: Salesforce
Company

Partner spotlight: Salesforce

Salesforce is the world's leading CRM, founded in 1999 in San Francisco. See how OutboundSync syncs outbound activity into Salesforce records.

Jason Ma

Partner spotlight: HealthTech2Care
Company

Partner spotlight: HealthTech2Care

A spotlight on HealthTech2Care, a US growth partner that runs outbound — email, social, and phone — exclusively for healthtech and life sciences companies.

Jason Ma