Smartlead → Salesforce

Smartlead Salesforce Integration

Connect Smartlead's sequencer to Salesforce in minutes—without custom building, Zapier, Make, or n8n. Learn how to integrate Smartlead and Salesforce, and how OutboundSync gives revenue teams full control.

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Integrated campaigns close more deals

Track revenue

Attribute revenue based on your deals. Use lists and reports to understand where outbound is working (or not).

Sync activities

Log your outbound email activity, including sent, replies, opens, clicks, unsubscribes, bounces, and reply categories.

Go omnichannel

Use automation to tap multiple channels, like phones. Use the best tool for each job and grow your pipeline.

Block sending

Use HubSpot lists or Salesforce reports as block lists so you never email the wrong people.

Your integration options

Can I use an existing tool?

Smartlead offers a native HubSpot integration (and does not integrate with Salesforce). That integration has feature shortcomings compared to a dedicated sync layer. OutboundSync supports both HubSpot and Salesforce with near-real-time activity sync, block lists, and attribution so you can run workflows and reports without gaps.

Where OutboundSync excels

OutboundSync excels in syncing and relating near-real-time event data.

Sent outbound emails for attribution
Replies to your campaigns for sales rep visibility
Activity metadata like campaign details
Lead status/disposition updates

And we're here to help. Our customer success team has helped hundreds of companies sync tens of millions of records.

Millions of activities synced every month

Get started in minutes

Connect Salesforce: Create a Connected App in your Salesforce account.
Connect Smartlead: Add your API key and create/configure your webhook receiver.
Create a webhook: Configure the data you want to send from your sequencer to Salesforce.
Add your block lists: Build a report in Salesforce and configure it as a block list.
Go live: Start sending your outbound campaigns and using your data in Salesforce.

Learn more →

Salesforce plans and editions

OutboundSync works with all major Salesforce editions. A detailed breakdown of features by plan and edition is coming soon.

Need clarification?

What data does OutboundSync write to Salesforce?

Email sends, replies, opens, link clicks, bounces, and lead status updates from Smartlead. Each event is logged to the contact or lead record's activity timeline, with optional custom properties and company association.
Which Salesforce objects can it update?

OutboundSync can create/update Leads or Accounts/Contacts. Events are stored as Tasks or EmailMessage records—your choice in the set-up wizard. No Opportunity fields are touched unless you build a Salesforce workflow.
Do I need admin access to set it up?

Yes, a Salesforce admin authorizes OAuth and (optionally) adds custom fields. Continued access is required for the app to continue to work.
How is this Smartlead Salesforce integration priced?

Tiers scale with total outbound messages per month. Full details are on the Pricing page.
Which Smartlead tier/plan do I need?

OutboundSync requires Smartlead's Pro (or higher) plan, because it relies on Smartlead's webhook and API features.

Get a demo and see for yourself

Pick a time that works for you.