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Skip to navigationSkip to main content Security at OutboundSync OutboundSync is a HubSpot and Salesforce app for teams using outbound sales engagement platforms. Compliance monitoring powered by Vanta. [email protected] Privacy PolicyOpens in new tab 📌 Customers must be on an annual or enterprise plan to be eligible for a signed Data Processing Agreement (DPA). Compliance SOC 2 Type II Powered by Vanta HubSpot Technology Partner Instantly Certified Partner Smartlead Certified Partner EmailBison Certified Partner HeyReach Certified Partner Resources View all Publicly Available Policies View 1 more Security SOC 2 Type II - Report SOC 2 Type II - Management Representation Letter Penetration Testing Statement Tax and Banking OutboundSync, Inc. W9 Wire Details Bank Letter Specific Policies Access Control Policy Business Continuity and Disaster Recovery Plan Incident Response Plan Information Security Policy (AUP) View 4 more Controls Updated about 2 hours ago View all Infrastructure security Unique production database authentication enforced Encryption key access restricted Unique account authentication enforced View 18 more Infrastructure security controls Organizational security Asset disposal procedures utilized Production inventory maintained Portable media encrypted View 11 more Organizational security controls Product security Data encryption utilized Control self-assessments conducted Data transmission encrypted View 1 more Product security control Internal security procedures Continuity and Disaster Recovery plans established Continuity and Disaster Recovery plans tested Cybersecurity insurance maintained View 33 more Internal security procedures controls Data and privacy Data retention procedures established Customer data deleted upon leaving Data classification policy established Data collected Customer personally identifiable information CRM metadata and identifiers Outreach engagement data Web activity logs Subprocessors View all Heroku • Cloud provider USA GitHub • Version control USA HubSpot • Marketing USA Arrows • Customer support USA Updates View all Privacy Data Processing Agreement now available Published May 1, 2025 OutboundSync's Data Processing Agreement is now available under the ResourcesOpens in new tab section of our Trust Center. You can specifically request access here: https://trust.outboundsync.com/resources?s=dl3u9sizb9bfikdk62ymhg&name=data-processing-agreementOpens in new tab Compliance OutboundSync is SOC 2 Type II compliant Published March 31, 2025 OutboundSync is officially SOC 2 Type II compliant! Smartlead, Instantly, EmailBison, and SASMail users can integrate HubSpot and Salesforce in a compliant manner that's ready for security review. For more on our security posture, please review our Trust Center. Harris Kenny | Founder of OutboundSync, Inc. Compliance SOC 2 Type II in progress Published January 21, 2025 We are progressing towards publishing our SOC 2 Type II attestation. Please see the following update from our auditor, Advantage Partners, for when we expect to have this complete. Audit Report: SOC 2 - Type II Trust Service Criteria: Security Audit Start Date: 11/20/2024 Audit End Date: 02/20/2025 Expected Report Issuance By: 04/06/2025 Please don't hesitate to reach out if you have any questions during your company's security review and procurement process. Harris Kenny | Founder of OutboundSync, Inc. Compliance Hello, World! Published August 29, 2024 Hi there and welcome to OutboundSync's Trust Center. As you can see, we take security seriously and are investing accordingly. If you're reading this, you feel the same way. As you will see in this portal, we have signed an engagement letter an auditor (Advantage Partners) to help us through the SOC 2 Type II process. Keep an eye on this portal as we continue to formalize, document, and audit our security practices. This is something we're actively working on every day with the goal of beginning our audit in Fall 2024. Harris Kenny | Founder of OutboundSync, Inc. Media View all OutboundSync HubSpot Product Demo (August 2024) Opens in new tab Watch a ~4 minute walkthrough of how OutboundSync integrates Smartlead with HubSpot, including detailed explanations of key features like the data sync. OutboundSync Salesforce Product Preview (August 2024) Opens in new tab Watch a ~2 minute walkthrough of how OutboundSync integrates Smartlead with Salesforce, this is a high level overview of the integration and how it works.