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OutboundSync Help Center

OutboundSync has a feature called category-based filters. This allows you total control over what data syncs from your Sales Engagement Platform (SEP) via OutboundSync.

The way it works is that OutboundSync will capture all data related to a lead—emails sent, replies, opens, etc. 

OutboundSync will "hold" on to those webhook payloads until a Lead Category Update payload is received that matches the allowlist or included categories. Once received, we release all the related webhook payloads.

Below you will find a video walkthrough and a step-by-step explanation. 

First, review this visual flowchart that shows how it works:

For all webhook payloads, your SEP has the identifying data 

Your SEP sends us a payload, for example 

Your SEP sends us a follow-up payload for that same 

 from your SEP. (OutboundSync saves all payloads from the SEP in the Category-based filter queue.)

 payload from your SEP, then we save the 

 matches what you set for your approved lead categories in OutboundSync's Category-based filters in your webhook settings. If there is a match, then we find all payloads for this 

 and send all payloads to your endpoint.

If your SEP sends over one lead category, but you change the status, this updated status will be stored in OutboundSync and will apply to future webhook payloads.