Frequently Asked Questions

We take data protection very seriously. To learn more about how we secure and handle your personal information, please see our full details in the Privacy Policy.

Compliance depends on how each organization configures and uses the service. Overloop publishes privacy and DPA documentation for customers to review. Overloop documents processes for requests involving access, rectification, deletion, portability, and objection. For more details, please visit our GDPR Compliance Page.

HubSpot and Pipedrive CRM integrations are available on Growth and Enterprise; Salesforce is available on Enterprise. You can map prospect owners and fields. Email, first name and last name map automatically; other fields are matched manually. Sent Overloop emails can be logged through your CRM’s BCC address. Prospect replies cannot sync from Overloop into HubSpot. Read the official CRM integration guide.

Integrating with Overloop is very simple! Just follow the step-by-step instructions in our help desk article here: CRM Integrations Settings

Yes! Overloop supports connecting both Gmail and Outlook accounts, making it easy to manage your prospection emails directly within the platform.

Linking an email account requires careful configuration. Overloop provides a smart-limits algorithm and deliverability checks that can help manage sending volume and domain reputation, but they cannot prevent all account or delivery issues. Review the setup, monitor results, and adjust volume when needed.

Using your main domain is beneficial because it already has a strong reputation and regular email activity, which helps balance your cold outreach efforts.

To maintain good volume, it is a best practice to connect multiple email accounts.

Each plan includes a set number of credits per user seat, per month:
· Starter → 250 credits
· Growth → 500 credits
· Enterprise → 1000 credits

Credits are deducted in real time whenever you:
· Source a prospect from Overloop’s database → 1 credit
‍· Find a valid email address (whether the prospect was sourced or imported) → 1 credit

On monthly plans, unused credits expire at the end of each billing cycle. On yearly plans, all credits are granted upfront and remain valid for 12 months.

You can easily monitor your credit usage by clicking your initials in the top-right corner and selecting the Credits Usage page.

Prospect sourcing and email finding will stop, but ongoing sequences for existing prospects will continue. At that point, you can:
· Wait until your next subscription renewal - credits reset with each new billing cycle.
· Upgrade your subscription to the next plan - get more credits immediately.
· Renew your subscription early receive new credits right away without waiting for the billing date. or more details, see our article: Understand Credit Usage

Yes, you can upgrade or downgrade your Overloop AI subscription anytime. If you upgrade, you’ll get immediate access to the new features and credits, and the cost will be adjusted based on your current billing cycle. If you downgrade, the change will take effect at the end of your current period. You can manage your subscription anytime from the Settings > Subscription page in your account.

New Overloop AI accounts include a 14-day free trial. When the trial ends, your subscription starts automatically unless you cancel before the end of the trial. You can cancel the trial from your account to avoid being charged. See the Subscription & Billing guide.

Manage or cancel your subscription in Billing & Invoices. After cancellation, your access remains active until the end of the current billing period. For questions about a charge or a refund request, contact support through the in-app chat or at support@overloop.ai. The support team will confirm the terms that apply to your subscription.

Yes, you can cancel your Overloop AI subscription at any time. To do so, navigate to Settings > Subscription and click on the Cancel button. Please note that only account administrators have the ability to cancel the subscription.

If you cancel your subscription, you will retain access to your current plan until the end of your billing cycle. After that, your subscription will be terminated.

Overloop combines Smart Limits, deliverability checks, and configuration guidance to help limit over-sending and manage sender reputation. No tool can guarantee inbox placement; outcomes also depend on domain and mailbox setup, reputation, content, volume, and recipient behavior.

For more detailed information, you can check out our Email Deliverability.

Yes! Overloop AI lets you schedule automatic delays between emails and set up follow-up sequences. You can customize:

- How many days to wait before sending the next email
- Different follow-up messages to send if there’s no reply
- Out of Office detector to automatically pause sequences and resume when the prospect returns

As a best practice, we recommend sending initial emails closer together, with later follow-ups spaced further apart to keep your outreach effective and non-intrusive.

This helps automate your outreach while maintaining a personal touch.

Overloop uses AI to draft personalized emails from information available for the prospect and company, such as social profiles and company data. A person should review the source, context, accuracy, and tone before sending.

You can adjust storytelling, tone, and writing style so the draft better fits your campaign.

A multi-channel outbound campaign is a sales strategy that combines various ways to connect with prospects, such as emails and LinkedIn. By engaging with prospects across different communication channels, you increase the likelihood of conversion.

Overloop combines configurable LinkedIn steps with cold email outreach in one multichannel workflow.