Getting Started
New here? Pick your CRM below and follow the setup guide end-to-end. Most admins complete first-time setup in under an hour. For a short orientation on webhooks and lists before you start, see How it works.
Start here
Section titled “Start here” HubSpot setup guide Connect HubSpot, configure webhooks, and verify your first sync.
Salesforce setup guide Connect Salesforce, set up the External Client App, and verify your first sync.
Connect an engagement platform Smartlead, HeyReach, Instantly, Reply.io, and other supported platforms.
Before you start
Section titled “Before you start” Check your CRM tier HubSpot and Salesforce edition requirements that affect what OutboundSync can do.
Check your engagement platform tier Plan requirements for the SEP you're connecting.
How webhooks and lists work Platform-wide picture before you tune a specific CRM or SEP.
After setup
Section titled “After setup” Run a webhook test payload Confirm your initial sync behavior with a controlled test.
Validate delivery timing Understand how payloads are prioritized and when delays are expected.
Contact support Escalation help when self-serve checks don't pass.