Integrate ProspectSoft with Omnisend

ProspectSoft (Prospect CRM) is a CRM built for B2B wholesalers, distributors, and manufacturers, with sales, quoting, and order management in one place.

With the ProspectSoft integration, every contact created or updated in ProspectSoft is synced to Omnisend in real time, together with their CRM details. You can then segment, personalize, and email your B2B contacts from Omnisend without exports or manual imports.

Benefits

Real-time contact sync: New and updated ProspectSoft contacts appear in Omnisend within seconds.
Contact enrichment: Job title, role, department, CRM status, and all other ProspectSoft contact details sync to the contact profile as custom properties.
B2B segmentation: Build segments by job title, role, CRM status, or company, and target the right buyers with each campaign.
Always up to date: When a contact changes in ProspectSoft, the change is reflected in Omnisend automatically.
No code needed: Setup takes a few minutes and uses ProspectSoft's built-in webhooks.

Setup Process

Step 1. In Omnisend, go to Apps → search for the ProspectSoft app and click Connect Now.

Step 2. Copy the webhook URL shown in the app. Omnisend uses this URL to receive contact updates from ProspectSoft.

Step 3. In ProspectSoft, go to Settings → System Settings, search for Webhook and click Click to Configure. Click + to add a new webhook.

Step 4. Add two webhooks with the same webhook URL from Step 2:

Webhook URL	Entity	Action
Omnisend webhook URL	Contact	Create
Omnisend webhook URL	Contact	Update

In Error Email, enter an email address that should be notified if ProspectSoft can't deliver a webhook. Save each webhook.

Step 5. Confirm the setup in Omnisend.

That's it! Contacts created or updated in ProspectSoft will now sync to Omnisend automatically.

What Data is Passed

Contact Fields in Contact Profiles

The following fields are added to the contact profile in Omnisend:

Email address
First name
Last name
Phone number: the mobile number, or the phone number if no mobile is set. Only numbers in international format (starting with +) are synced.
Tag: source: prospectsoft (added to all contacts)

Contact Custom Properties

All ProspectSoft contact details are added as custom properties. Empty fields in ProspectSoft are not synced.

Custom Property	Description
`ProspectSoft_Contact_ID`	ProspectSoft contact ID
`ProspectSoft_Division_ID`	ID of the company (division) the contact belongs to
`ProspectSoft_Address_ID`	ID of the contact's address in ProspectSoft
`ProspectSoft_Main_Address_ID`	ID of the company's main address
`ProspectSoft_Delivery_Address_ID`	ID of the company's delivery address
`ProspectSoft_Individual`	`1` if the contact is a private individual, `0` if part of a company
`ProspectSoft_Email_Bounced`	`1` if emails to this contact have bounced in ProspectSoft
`ProspectSoft_Email_Flag`	ProspectSoft email preference (`1` or `0`)
`ProspectSoft_Mail_Flag`	ProspectSoft postal mail preference (`1` or `0`)
`ProspectSoft_Fax_Flag`	ProspectSoft fax preference (`1` or `0`)
`ProspectSoft_Swap_Flag`	ProspectSoft data-sharing preference (`1` or `0`)
`ProspectSoft_Opt_In`	ProspectSoft opt-in value (`1` or `0`)
`ProspectSoft_Role_Code`	Contact role code (e.g. `MANBUY`)
`ProspectSoft_Title`	Title (e.g. Mr, Ms, Dr)
`ProspectSoft_Forename`	First name
`ProspectSoft_Surname`	Last name
`ProspectSoft_Preferred_Name`	Preferred name
`ProspectSoft_Salutation`	Salutation used in correspondence
`ProspectSoft_Job_Title`	Job title
`ProspectSoft_Department`	Department
`ProspectSoft_Phone_Number`	Phone number as entered in ProspectSoft
`ProspectSoft_Mobile_Phone_Number`	Mobile number as entered in ProspectSoft
`ProspectSoft_Email`	Email address
`ProspectSoft_Status_Flag`	Contact status in ProspectSoft (e.g. `A` for active)
`ProspectSoft_Source`	Where the contact came from
`ProspectSoft_Alternate_Reference`	Your own reference for the contact
`ProspectSoft_Accounts_ID`	Contact's ID in your accounting system
`ProspectSoft_Created`	Date the contact was created in ProspectSoft
`ProspectSoft_Created_By_User_ID`	ProspectSoft user who created the contact
`ProspectSoft_Last_Updated`	Date the contact was last updated in ProspectSoft
`ProspectSoft_Last_Updated_By_User_ID`	ProspectSoft user who last updated the contact
`ProspectSoft_Last_Updated_Timestamp`	Exact time of the last update
`ProspectSoft_Record_Link`	Path to the contact record in ProspectSoft
`ProspectSoft_Klaviyo_ID`	Klaviyo ID, if the contact was previously synced to Klaviyo

💬 Learn more: Collect & Manage Custom Properties.

Use ProspectSoft Data in Omnisend

Once contacts are syncing, here are some ways to use their ProspectSoft data:

Target buyers by role: Create a segment where ProspectSoft_Job_Title or ProspectSoft_Role_Code matches your buyer roles, and send them product launches or price updates.
Reach only active CRM contacts: Segment on ProspectSoft_Status_Flag to leave out contacts marked as inactive in ProspectSoft.
Keep your list clean: Exclude contacts where ProspectSoft_Email_Bounced is 1.
Separate trade and private customers: Use ProspectSoft_Individual to send different content to company contacts and private individuals.
All ProspectSoft contacts: Segment on the tag source: prospectsoft to reach every contact synced from your CRM.

Personalize Your Emails

Use contact properties to personalize campaigns and automation emails:

Variable	Description
`[[contact.ProspectSoft_Preferred_Name]]`	Contact's preferred name
`[[contact.ProspectSoft_Salutation]]`	Salutation used in correspondence
`[[contact.ProspectSoft_Job_Title]]`	Contact's job title
`[[contact.ProspectSoft_Department]]`	Contact's department

💬 Learn more: Use Personalization in Omnisend.

FAQ

What do I need in ProspectSoft?

You need access to System Settings in ProspectSoft to add webhooks. If you can't see the Webhook setting, contact your ProspectSoft administrator or ProspectSoft support.

Do I need both webhooks?

We recommend adding both. The Create webhook syncs new contacts, and the Update webhook keeps their details current in Omnisend. Both use the same webhook URL.

What subscription status will new contacts have?

New contacts created through this integration are set to nonSubscribed for email and SMS. They won't receive marketing messages until they opt in through Omnisend's subscription forms. ProspectSoft's own preference fields (such as ProspectSoft_Email_Flag) are saved as custom properties but don't change the subscription status.

Are contacts without an email address synced?

No. Omnisend needs an email address to create a contact, so ProspectSoft contacts without one are skipped.

Why is a contact's phone number missing?

Only phone numbers in international format (for example, +44 20 7946 0958) are synced to the phone field. Update the number in ProspectSoft to include the country code. The number as entered is always available in ProspectSoft_Phone_Number or ProspectSoft_Mobile_Phone_Number.

Does historical data sync?

No. Only contacts created or updated after the webhooks are added will sync. To bring existing contacts into Omnisend, export them from ProspectSoft and import the file into Omnisend.

A change in ProspectSoft didn't sync. Why?

ProspectSoft only sends an update when a contact field is changed and saved. If changes stop syncing entirely, check the Error Email inbox: ProspectSoft turns off a webhook after repeated delivery failures, and you'll need to turn it back on in System Settings → Webhook.

Does Omnisend send data back to ProspectSoft?

No. The integration is one-way, from ProspectSoft to Omnisend. Deleting a contact in ProspectSoft doesn't delete it in Omnisend.

If you couldn't find the answer to your question, reach out to our support team through the in-app chat or at [email protected] - our team is available 24/7.