Integrate Clay, Smartlead, Instantly, EmailBison, and HeyReach with Salesforce
OutboundSync provides a robust and secure way to get your outbound data into Salesforce.
We support the Lead, Contact, and Account objects and can log activities as either Tasks or EmailMessages. We also write to custom fields for you to use in Flows and Reports.
Ready to see how OutboundSync integrates Clay, Smartlead, Instantly, EmailBison, and HeyReach with Salesforce?
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Use the best tools and work in Salesforce
OutboundSync is designed to sync outbound as close to natively as possible in your Salesforce portal. With over 100 supported fields and multiple supported objects, you are in control.
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 your can follow up.
Timeline events
Log every email sent, reply, open, click, and more on the lead, contact, and account objects.
Contact properties
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.
Review replies in one place
Log activities as tasks or emails on leads or contacts and accounts. With tasks, use custom task subject lines for Flows and Reports.
Write to custom fields and display them in custom layouts for your team. Trigger Flows to route replies, assign owners, and more.
Create advanced Flows
Use OutboundSync to create advanced flows in that update fields, assign owners, create notifications, and much more.
Use triggers for data enrichment with tools like Agentforce and Clay. With that new data, go omnichannel inside of Salesforce like by phone.
From reports to block lists
Make sure you never contact the wrong people. OutboundSync will do an initial pull of your report in Salesforce and monitor for any changes.
Beyond individual emails and profiles, block entire domains to ensure that nobody at a company is contacted via cold outbound.
Native reports and dashboards
Monitor campaign results inside of a Salesforce dashboard so you always know where you stand without jumping to another tool.
Build reports to track things like sending volume, replies, opens, and more on a monthly, weekly, and daily basis.
Integrate with HubSpot
Looking to integrate your Smartlead, Instantly, EmailBison, and HeyReach data with HubSpot? Our HubSpot integration is available in the App Marketplace!
