Getting started
Welcome! Let's set up your new OutboundSync account.
- Connect Your Smartlead Account to OutboundSync via API Key
- Single page setup guide for OutboundSync's HubSpot integration
- Which default and custom properties are updated in HubSpot by OutboundSync
- Sending test webhook payloads with OutboundSync
- Webhook guide: Smartlead
- Single page setup guide for OutboundSync's Salesforce integration
- Webhook guide: EmailBison
- Webhook guide: SASMail
- Webhook guide: Instantly
Using block lists
How to ensure you're contacting only the people you want to contact.
- How to create a HubSpot email subscription type and sync with a block list
- Creating block lists from HubSpot lists
- Creating block lists from Salesforce reports
- Updating block lists and understanding block list logs
Managing leads
Articles about how to assign ownership, send notifications, create tasks, and other topics related to routing your leads.
- Routing reply notifications by lead category (e.g. send interested replies to Slack)
- Routing OutboundSync leads using a single webhook and HubSpot workflows
- How to get notified of new activity (like replies) with a HubSpot workflow
- Filtering HubSpot Contacts synced through OutboundSync
Building reports
Create lists, views, reports, dashboards and more to visualize your outbound campaigns in HubSpot.
- How to create HubSpot lists with contacts from OutboundSync
- How to create native reports in HubSpot with OutboundSync data.
- Tracking campaign sending volume in HubSpot by number of emails
- Tracking contacts converted from the Lead Lifecycle stage in HubSpot