Unify outbound data in Sona then sync it seamlessly to HubSpot and Salesforce.

Unify All Your Outbound Activity Data

Consolidate email interactions from multiple platforms into one unified view

• Connect all your outbound tools (Salesforce, etc.) to centralize activity data in Sona
• Standardize email tracking across different platforms with consistent data formatting
• Eliminate data silos between your email tools and create a single source of truth
• View complete prospect engagement history regardless of which tool sent the email

Turn unified outbound activity into powerful CRM automation triggers

• Create sophisticated HubSpot and Salesforce workflows based on email engagement patterns
• Trigger follow-up sequences automatically when prospects show buying signals across any platform
• Route high-engagement prospects to appropriate team members based on unified activity scores
• Update contact properties and lifecycle stages using consolidated engagement data from all sources

Automatically sync exclusion lists across all connected outbound platforms

• Create centralized block lists from CRM data that apply to all your email tools
• Prevent outreach mistakes across platforms with synchronized exclusion rules
• Combine HubSpot/Salesforce lists with external sources for comprehensive filtering
• Avoid embarrassing outreach to customers or partners regardless of which tool your team uses

Coordinate follow-up activities across all channels using unified CRM data

• Trigger phone call tasks when prospects engage across any email platform
• Create LinkedIn workflows for website visitors identified through cross-platform tracking
• Route prospects automatically based on comprehensive engagement history from all tools
• Coordinate multi-touch sequences that span email platforms, phone, and social channels