Integrations

Start with the system you are connecting. Not sure how webhooks tie together? Read How it works first.

CRM connectors Setup guidance for HubSpot and Salesforce.

Engagement platforms Setup guidance for Smartlead, Instantly, HeyReach, EmailBison, Salesforge beta, and related tools.

AI and Agents Guides for connecting HubSpot data with ChatGPT and Claude workflows.

Salesforge beta is also available as a direct one-way integration for email and social activity. Dedicated setup docs are coming later, so use the current onboarding plan from the OutboundSync team for Salesforge-specific steps.

Quick entry points

Connect HubSpot Fastest route for first-time HubSpot setup.

Connect Salesforce Fastest route for first-time Salesforce setup.

Connect Smartlead API key Authenticate Smartlead before enabling filters and sync workflows.

Connect Instantly API key Set up Instantly authentication for outbound activity sync.