With OutboundSync, you can seamlessly integrate SASMail from Sales Automation Systems into your outbound sales workflow, ensuring that all your campaign activity is tracked, routed, and synced with your CRM. This integration enables enhanced visibility into outreach activities like sent emails, replies, and lead categorization—all directly accessible within HubSpot or Salesforce.
This guide will walk you through setting up webhooks for SASMail, so you can take full advantage of the data synchronization between your Sales Engagement Platform (SEP) and CRM.
What Are SASMail Webhooks?
A webhook is an HTTP callback that sends data to a specified URL when certain events occur in your SASMail account.
Instead of constantly polling SASMail for updates, webhooks allow you to receive event notifications instantly, enabling seamless integration with your applications.
If an event fails to deliver, SASMail will retry a maximum of five (5) times over the next 24 hours to deliver that webhook payload.
Setting Up Webhooks in SASMail
SASMail allows you to set up multiple webhook URLs for each given SASMail workspace.
SASMail does not have have sub-segmentation at the account- or client- level, since SASMail users typically partition their accounts at the workspace-level.
1. Go to the Settings section of your SASMail workspace.
2. Click the New Webhook URL button.
3. Enter a name, a webhook receiver URL from OutboundSync, and toggle on the webhook event types you want to send to OutboundSync. Pictured below are all the currently supported webhook event types:
- Email Sent: A new scheduled email as sent to a contact
- Contact Replied: A contact replied to your email
- Manual Email Sent: You sent a manual email (one-off, reply, or forward)
- Email Opened: A contact opened your email
- Contact Unsubscribed: A contact unsubscribed from future emails
- Contact Interested: A contact sent a positive (interested) reply
- Email Bounced: You sent an email that bounced
4. Click the Subscribe to webhooks button.
5. Review your newly created webhook in the Webhooks section of the Settings menu in your SASMail workspace:
Limitations and Considerations
- No Webhook Logs: Note that SASMail does not maintain user-facing data about webhook logs but does maintain robust internal diagnostic logs. Additionally, OutboundSync logs are available and we can help you review them along with our internal server diagnostic logs.
- Error Handling: SASMail does have a publicly documented policy of five (5) retry attempts within 24 hours. OutboundSync is always developing new methods to ensure we have the latest data available from SASMail.
- Security: Implement proper security measures on your SASMail account to that will be sending webhook payloads to OutboundSync.
Best Practices
- Test Your Webhooks: Before deploying to production, test your webhooks by first reviewing SASMail's webhook documentation and using OutboundSync's sync test function.
- Use Unique URLs: If setting up multiple webhooks, remember to use unique URLs to distinguish between them.
- Monitor Performance: Keep an eye on your records in your CRM and history in OutboundSync. If anything seems off, contact us so we can help you diagnose the issue.
Conclusion
Webhooks are an integral part of automating your workflows with SASMail and your CRM. By understanding how they work and setting them up correctly, you can run a fully integrated outbound operation that integrates with your automations, workflows, and sales processes.