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Opensend Gains Full-Funnel Visibility and Increases Outbound-Driven Meetings with OutboundSync

opensend-productscreenshot-overview

Industry

B2B SaaS

Challenge

Before OutboundSync, Opensend relied on Smartlead’s pre-built analytics and additional agency-built reports, but their most critical data lived in HubSpot CRM. They needed to track outbound-driven meetings, lifecycle progression, and revenue attribution inside their CRM to know how effective their agency partner was. Opensend lacked visibility into whether these efforts translated into business impact and needed a scalable, reliable solution to bridge Smartlead and HubSpot without internal engineering effort.

Results

Opensend now has full-funnel visibility into outbound impact. They can measure how many outbound-driven meetings were booked and how they influenced revenue. Critical insights, improved agency collaboration, and efficiency gains have been realized, allowing Opensend to focus on pipeline generation instead of fixing reporting gaps.

Tech Stack

Smartlead, HubSpot, Clay

52

Meetings Booked

2

Goal Exceeded By

<30m

Time to Sync

"Outbound Sync has made it incredibly easy to be able to get a clear window into how our outbound campaigns are actually performing. I can't stress enough how freaking easy it was to actually do this."

Alex Wilshire

Growth Marketer at OpenSend

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About Opensend

Opensend is a B2B SaaS company that helps businesses identify website visitors and enrich their data for conversion. Their customers rely on them to uncover and engage high value leads who don't convert on their own.

The Challenge

Before adopting OutboundSync, Opensend faced a significant challenge. Although they relied on Smartlead’s pre-built analytics and additional agency-built reports, their most critical data resided in HubSpot CRM. They needed a way to effectively track outbound-driven meetings, lifecycle progression, and revenue attribution within their CRM. Without visibility into the true impact of their outbound efforts, Opensend struggled to ensure that these initiatives translated into tangible business outcomes. This made it difficult to know whether the investment they were making in working with an elite Clay Enterprise Agency was worth it—or not. They needed a scalable and reliable solution that could bridge Smartlead and HubSpot without requiring internal engineering resources.

The Solution

Based on their agency’s recommendation, Opensend chose OutboundSync. The implementation was remarkably quick, with data syncing going live in under 30 minutes. Key features such as activity syncing, list-based reporting and automation, block list management, and pre-built reports and dashboards were utilized to ensure seamless integration. This enabled Opensend’s reps to have full context before following up via email, phone, or LinkedIn. OutboundSync’s dynamic syncing of Smartlead’s block list with HubSpot prevented redundant outreach, thereby protecting deals and brand reputation. Alex Wilshire, Growth Marketer at Opensend, stated, 'OutboundSync has made it incredibly easy to be able to get a clear window into how our outbound campaigns are actually performing. I can't stress enough how freaking easy it was to actually do this.'

The Results

With OutboundSync, Opensend achieved remarkable results. They were able to measure the exact number of outbound-driven meetings booked and understand their influence on revenue. The agency exceeded its goal of 50 meetings by booking 52, demonstrating clear attribution. Critical insights were gained, such as a lead that only converted after an outbound email from the agency. Improved collaboration with the agency became evident as CRM data showed the agency exceeding expectations, thereby strengthening trust and focusing on results. Efficiency gains were also realized, allowing Opensend to concentrate on pipeline generation instead of fixing reporting gaps. As Opensend explores new sales engagement tools, OutboundSync ensures consistent CRM reporting, maintaining data integrity and hygiene.