OSPRY Docs

Automation

Integrations overview

Who this is for: Owners and admins can connect; everyone can browse · Where: Portal -> Reach -> Outbound Integrations (/integrations)

What this does

Integrations connect your go-to-market stack so OSPRY can send identified profiles where the work happens: a Slack ping, a CRM contact, an email sequence, or any HTTPS endpoint (webhook).

The directory

The Integrations page is a searchable directory with tabs:

  • All integrations
  • Active (shows a count of what you have connected)
  • Sales Automation
  • Marketing Automation
  • ABM Advertising (appears only when ABM is enabled for your account)
  • Other

Use the search box to filter connectors by name. Each connector is a card; open one to connect or manage it.

the Integrations page with the category tabs (All, Active, Sales Automation, Marketing Automation, Other), the search box, and a grid of connector cards.

Steps

  1. Open Reach -> Outbound Integrations.
  2. Use the tabs or search to find the tool you want.
  3. Click a connector card to open its page, then connect it (see Connecting an integration).

When webhooks are sent

A webhook (or connector) delivery fires for three things:

  1. A visitor is identified. As soon as OSPRY resolves a new visitor, you get a delivery with what was resolved at that moment.
  2. A visitor's profile is enriched. When deeper enrichment finishes for that same visitor (phone numbers and personal email, when available and not on a do-not-call list), you get a second delivery with the fuller profile. This only happens for visitors who triggered a delivery in step 1.
  3. An automation rule fires. When one of your velocity rules crosses its threshold, you get a delivery to that rule's destinations, carrying the visitor's saved profile.

A repeat visit from someone already identified is still recorded in your dashboard for analytics, but it does not trigger another delivery. Each delivery carries an X-Sight-Event header naming which of the above triggered it, so your receiving system can tell a first identification apart from an enrichment update or an automation trigger.

Tips & FAQs

  • Owners and admins only for changes. Members have read-only access; the page tells them to ask an owner or admin to connect or change a destination.
  • Free vs Pro connectors. Some connectors are free; others are Pro. A Pro connector you cannot use yet shows an upgrade prompt.
  • No native connector? Use the Webhook connector or a bridge like Zapier, Make, or n8n to deliver profiles to almost anything.
  • ABM Advertising tab. If your plan includes ABM, an ABM Advertising tab appears. Otherwise you may see an upgrade banner pointing to Pro+. See ABM advertising.