Integrate the best outbound tools with Salesforce.
OutboundSync helps your team use the best outbound tools and work in Salesforce. See what's happening, run flows, build reports, check dashboards, and more.
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Use the best tools and work in Salesforce
OutboundSync is designed to sync outbound as close to natively as possible in your Salesforce portal. With over 100 supported fields and multiple supported objects, you are in control.
Revenue attribution
Know which opportunities were created, or influenced, by your outbound campaign efforts.
Lead routing
Get new replies directed to the right people as leads or contacts so you can follow up.
Timeline events
Log every email sent, reply, open, click, and more on the lead, contact, and account objects.
Custom fields
Take advantage of over 20 custom fields in your Salesforce flows, reports, and more.
Block lists
Block email addresses, or entire domains, off a report in Salesforce. No more CSV exports.
Account-based selling
Associate activities with leads, contacts, and accounts to track activity and followup.
Native reporting
Create your own reports and dashboards in Salesforce to monitor your outbound results.
Custom alerts
Decide when and how to alert your sales reps. Send emails, create tasks, Slack messages, and more.
Handle the inbox
Review replies in one place
Log activities as tasks or emails on leads or contacts and accounts. With tasks, use custom task subject lines for Flows and Reports. Write to custom fields and display them in custom layouts for your team. Trigger Flows to route replies, assign owners, and more.
Automate your work
Create advanced Flows
Use OutboundSync to create advanced flows that update fields, assign owners, create notifications, and much more. Use triggers for data enrichment with tools like Agentforce and Clay. With that new data, go omnichannel inside of Salesforce like by phone.
Manage your lists
From reports to block lists
Make sure you never contact the wrong people. OutboundSync will do an initial pull of your report in Salesforce and monitor for any changes. Beyond individual emails and profiles, block entire domains to ensure that nobody at a company is contacted via cold outbound.
See what's happening
Native reports and dashboards
Monitor campaign results inside of a Salesforce dashboard so you always know where you stand without jumping to another tool. Build reports to track things like sending volume, replies, opens, and more on a monthly, weekly, and daily basis.
Salesforce plans and editions
OutboundSync works with all major Salesforce editions. A detailed breakdown of features by plan and edition is coming soon.
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