Single page setup guide for OutboundSync's Salesforce integration

Overview

To enable seamless data synchronization between Salesforce and OutboundSync, you’ll need to create a Connected App in Salesforce.

This guide will walk you through the steps to set up a Connected App, link it to OutboundSync, and configure the webhook to sync data from Smartlead.

By following these steps, you’ll ensure that OutboundSync can integrate with your Salesforce platform smoothly and securely.

Steps in Salesforce

1. Login to Salesforce:
   • Go to your Salesforce portal and log in.
2. Access Setup:
   • Click the gear icon in the top right corner to access the Setup Menu.
   • Click Setup
   
3. Navigate to App Manager:
   • On the left-hand sidebar, under Platform Tools, go to Apps > App Manager.
   • If you do not see the App Manager option, contact your Salesforce Admin.  You must have System Platform User permissions. Read more about setting up permissions here.
   
4. Create a New Connected App:
   • Click New Connected App and then select Create a Connected App.
   
   
5. Fill Out the Form:
   • Complete the form with the following details:
     • Connected App Name: OutboundSync
     • API Name: OutboundSync
     • Contact Email: your preferred email (does this need to be their SF email
   
   
   • Check the box for Enable OAuth Settings.
   • Enter the following Callback URL:
     
     https://app.outboundsync.com/oauth/salesforce
     
     
   • Add the following OAuth Scopes:
     • Full Access (full)
     • Manage user data via APIs (api)
     • Perform requests at any time (refresh_token, offline_access)
   
   
   • Uncheck the box for Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
   • Click Save and then Continue.
6. Manage Consumer Details:
   • Under API (Enable OAuth Settings), find Manage Consumer Details.

1. • You will receive a verification code in your email—enter it to proceed.
   • Now you can view the Consumer Key and Consumer Secret.

Steps in OutboundSync

1. Login to OutboundSync:
   • Go to your OutboundSync portal and log in.
2. Navigate to Salesforce Account:
   • Go to Connected Accounts > Salesforce Account.
     
     
   • Copy the Consumer Key and Consumer Secret from Salesforce and paste them into their respective fields in OutboundSync.
3. Find Your Salesforce Domain:
   • In Salesforce, click your profile image in the top right corner and copy the Domain URL under your name.
   
4. Enter Domain URL in OutboundSync:
   • Go back to OutboundSync and enter the Domain URL, adding https:// at the beginning.
   • Example: my.salesforce.com becomes https://my.salesforce.com.
5. Create the Connection:
   • Click Create when you’ve entered all the criteria.  
     
     
   • Log out of any tabs you have open for Salesforce
   • Click Connect on the newly added Salesforce account in OutboundSync. This will prompt you to log in to Salesforce.
   
   • Select Allow on the list of permissions.

Adding the Webhook

1. Navigate to Webhooks:
   • In OutboundSync, go to the Webhooks tab.
2. Create a Webhook for Salesforce:
   • Select Salesforce from the dropdown and click Create Webhook.

Testing the Webhook

1. Select Sync Test:
   • Under your created webhook, select Sync Test to begin testing.
   
   • Choose the webhook type (e.g., Email Sent) and modify the data as needed.
     
     
2. Run the Test:
   • Click Test Sync to execute the webhook test.
     
     

Verify activity in Salesforce

First, go to Salesforce and search for the contact used in the test.

 

Next, open the contact in Salesforce and view their Activity to ensure everything synced correctly.

That's it! You've successfully set up your Salesforce-Webhook data sync in OutboundSync.

Next steps

To finish the process, add the newly created OutboundSync webhook URL into your Sales Engagement Platform.