OutboundSync is now in the HubSpot App Marketplace

It’s been over a year of hard work and I am THRILLED to announce that OutboundSync is listed in the HubSpot App Marketplace! Here’s a fresh demo showing how it works.

To try it out, go to the HubSpot App Marketplace and search for “OutboundSync”. Then, install the app in your HubSpot portal.

Find OutboundSync in the HubSpot App Marketplace today ➔

Transcript

[00:00:00] Hey there. My name is Harris Kenny. I’m the founder of Outbound Sync, and I’m excited to share with you how teams are using our app to transform their outbound. Now, if you’re watching this video, I’m going to assume you’re probably already using HubSpot as your CRM. Then you’re evaluating SmartLead for your cold outbound, or you’re using it and simply looking for a better, deeper integration.

[00:00:20] In either case, you’re in the right place. Let’s start with Smartlead, then I want to show you how this all looks inside of HubSpot. Smartlead is a powerful outbound platform that’s geared around deliverability. This is not the same as what you’re going to do with your sales hub sequences. With Smartlead, you’re reaching net new prospects, and there’s a whole suite of features and very specialized capabilities around cold email and landing in the primary inbox.

[00:00:45] The challenge with a tool like this is that you want to integrate it with the rest of your workflows so that your team can execute their tasks, create deals, and deliver. Have reporting and all the other things that you’ve already built into your current system of record, which is HubSpot. Outbound Sync is a connector app that allows you to create webhook and API connections between SmartLead and HubSpot.

[00:01:06] We also allow you to forward that data onto additional tools like Clay, Zapier, Make, N8n, and more. The way it works is we sit in the middle, we catch your campaign data, and we have some features built in there that we can do like, for example, assigning companies, assigning contacts, creating tasks, and filtering based on lead category so that you only send interested leads over to your HubSpot account.

[00:01:31] Once you’ve got everything configured, the data starts to flow. Let’s see what it looks like inside of a HubSpot portal. Now, we’re going to take a quick spin through the contact and company objects, an example list, an example report, and example workflows to show what’s possible. Here, in this contact record, you can see that we created a contact in a portal that has the HubSpot Salesforce Data Sync enabled.

[00:01:53] You can see the emails are being logged as emails in the timeline. You can also see timeline events. music ends which can be used later on for lists, workflows, and a lot of other things. Going to the company object, you can see that we are associating these email activities up at the company level, which can be really helpful for ABM or account based marketing and sales workflows.

[00:02:13] You can see that we’re building lists of contacts. We can also build lists of companies. These lists can also be used as block lists in HubSpot. You can take contact and company lists from HubSpot, push them to SmartLead so that they don’t receive any further communication. You can go a step further by doing subscription types and managing opt outs for cold outreach specifically inside of your HubSpot account.

[00:02:36] Now let’s look at reports. These are a few really basic ones, but if you look at outboundsync. com and if you look at our HubSpot app marketplace listing, you can see a lot more examples. The idea is that you can replicate a full reporting infrastructure inside of HubSpot, living alongside the rest of your data so you can compare Outbound with your other initiatives, trade shows, paid advertising, content, and other things that you’re doing to generate new leads for your business.

[00:03:02] When it comes to workflows, there are unlimited possibilities. In this case, I’m showing you what it looks like to take a reply, create a new lead using HubSpot’s lead object, and assign it to that contact owner. Then we’re checking to see if that contact has a mobile number or not. If it does, great, we’re going to create a call task.

[00:03:19] If it doesn’t, we’re going to use Operations Hub Pro and send a webhook over to Clay to check multiple providers to get a phone number for this new contact and lead. Let’s look at an example of interested lead follow up. In this case, we’re only wanting to service interested leads specifically to the sales team.

[00:03:37] We’re using the lead category that we get from SmartLead. We’re defining a lifecycle stage of this lead as being an MQL. And then we’re assigning the lead to the sales rep for follow up. Lastly, this is handling opt outs. You can see a very simple workflow that’s taking the unsubscribe event from SmartLead and updating the subscription type for one to one outreach inside of HubSpot.

[00:04:00] allowing us to have consistent rules across both platforms when it comes to opt in and opt out communication. If you’re ready to start syncing your data today, go to the HubSpot app marketplace, search for outbound sync, and then sign in to install the app in your HubSpot portal. Thanks.