OutboundSync + Instantly integration is now live! This integration enables users to log Instantly data (sent emails, replies, lead status changes, etc.) into HubSpot and Salesforce.
Using Instantly’s webhook feature, you can decide exactly which events, such as sent emails, replies, and lead status changes, should flow into your CRM. This approach ensures full-funnel attribution so that you can track and measure the impact of both first-touch and multi-touch interactions all the way through to revenue.
For example, when a lead replies or its status changes in Instantly, that event automatically syncs to HubSpot or Salesforce.
Step 1: Create Webhook Receiver in OutboundSync
Log in to OutboundSync
Go to Webhook receiver
Click Create webhook
Select Profile (HubSpot or Salesforce)
Select owner
Select engagement platform: Instantly
Step 2: Configure Webhooks in Instantly
Log in to Instantly
Access Webhooks: Click on the Integrations menu and select Webhooks.
Add a Webhook: Click the Add Webhook button.
Webhook URL: Use the webhook URL provided by OutboundSync.
Select the events to send to OutboundSync (recommended: All Campaigns for maximum data coverage).
Save and Confirm: Click Add Webhook and verify that it appears in your webhook list.
Test Your Webhooks: Use OutboundSync’s sync test function before going live.
Step 3: Verify Data Flow in Your CRM
Check Contact Records – Ensure email logs, lead status updates, and campaign interactions are visible in HubSpot or Salesforce.
Review Reports – Use CRM reporting features to analyze outbound campaign performance.
Set Up Automations – Configure automation rules for lead follow-ups, status updates, and task assignments.
For anyone wanting to dive deeper into the OutboundSync + Instantly setup, check out this post.