how to connect outreach salesforce plugin

How to Connect a CRM Environment to Outreach:

• Access the Outreach Platform.
• Access the CRM Plugin.
• Click Add .
• Select the applicable CRM environment. Example: Salesforce, Salesforce Sandbox, or Dynamics.
• Click Allow to grant Outreach access to CRM information if prompted.
• Input the applicable login credentials if prompted. The CRM plugin is connected to Outreach.

Full Answer

Why does the outreach plugin look up Salesforce opportunity roles?

The Outreach plugin will look up to Salesforce to see if there have been any changes in the Salesforce Opportunity contact roles that are not yet reflected in Outreach. This must be enabled for any Inbound Create or Inbound Update toggles to process correctly.

How do I Sync my outreach opportunities with Salesforce?

How To Sync Salesforce Opportunities Access the Outreach Platform. Access the Salesforce Plugin and click the Opportunity Object. On the Sync tab, click to enable the Polling and Inbound sync options as outlined in the table below:

What is outreach CRM integration with Salesforce?

On the other hand, Salesforce is the number one Customer Relationship Management (CRM) platform that leverages your marketing, sales, IT, and other services. When you connect Outreach to Salesforce, their benefits get multiplied. With Outreach Salesforce Integration, the Sales engagement platform (Outreach) becomes more successful.

What is outreach for Salesforce Aloha?

Outreach's intelligent bi-directional sync ensures complete fidelity between data in both systems. All activities executed in Outreach — calls, emails, etc — are automatically logged in Salesforce and conflict resolution detects and resolves conflicts to keep data pristine. It works in Salesforce Aloha and Lightning editions.

How do I connect Salesforce to Outreach?

How To Sync Salesforce Opportunities:Access the Outreach Platform.Access the Salesforce Plugin.Click the Opportunity object.On the Sync tab, click to enable the Polling and Inbound sync options as outlined in the table below: ... Confirm the Outbound Create and Outbound Update options are disabled and click Save.More items...•

How do I manually sync Outreach in Salesforce?

Access the Outreach Platform. Click the Prospects icon (double silhouette) in the navigation sidebar. On the Prospects List View, select the applicable Prospects to sync. Click the More Options icon (ellipses) and select Synchronize with Salesforce from the dropdown menu.

Does Outreach IO integration with Salesforce?

Outreach is compatible with the following CRMs: Salesforce Lightning. Salesforce Aloha (Classic)

What is Outreach in Salesforce?

Purpose of Outreach Salesforce Integration Salesforce Outreach Integration helps you to create and update records on both their platforms.

How do I map a field to Outreach in Salesforce?

How To Map Fields with OutreachAccess the Outreach Platform.Access the CRM Plugin.Click the applicable object type.Click the Fields tab.Click Add in the top right-hand corner. ... Select the applicable field from the Outreach Field dropdown menu.Select the corresponding field from the CRM Field dropdown menu.More items...•

How do I import leads from Outreach to Salesforce?

Select the correct report type, All Leads or All Contacts and Accounts, as applicable.Access Salesforce.Create a view as applicable.Click the checkbox to the left of a Lead or Contact's name to select for import.Click Import to Outreach on the top right-hand side of the page.

What is the difference between Salesforce and Outreach?

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps... Outreach is the largest and fastest-growing sales execution platform provider that helps companies dramatically increase...

How do you use Outreach?

1:1811:13Outreach Sales Execution Platform Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can run this blueprint not just for apple but for any of your target. Accounts. You moveMoreAnd you can run this blueprint not just for apple but for any of your target. Accounts. You move from reactive sales and hoping for engagement to proactive sales and predictable engagement.

Is Outreach a CRM?

Outreach for Sales CRM App Designed for companies and organizations of all sizes, Outreach is a sales engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.)

How do I add users to Outreach?

How To Add a New User Seat in Outreach:Access the Outreach Platform.Click the User icon (single silhouette) in the navigation sidebar.Click +User. ... Input the new User information in the corresponding fields as applicable.More items...•

How does Outreach IO work?

Outreach.io is an email engagement platform that gives you detailed analytics about your cold email outreach campaigns in real time. This allows users to analyze how well their email campaigns are performing and tweak their prospecting and outreach strategies to achieve higher customer success rates.

What is an Outreach group?

Outreach is the activity of providing services to any population that might not otherwise have access to those services. A key component of outreach is that the group providing it is not stationary, but mobile; in other words, it involves meeting someone in need of an outreach service at the location where they are.

What happens when you connect Salesforce to Outreach?

When you connect Outreach to Salesforce, their benefits get multiplied. With Outreach Salesforce Integration, the Sales engagement platform (Outreach) becomes more successful.

What is Salesforce Outreach Integration?

Salesforce Outreach Integration helps you to create and update records on both their platforms. You can either use Outreach or Salesforce as your front-end application depending upon your workflow after the Salesforce Outreach Integration. You can actually enhance your Inbound and Outbound actions with a well-planned communication with your Accounts, Contacts, and Leads.

What is Salesforce CRM?

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data . You can use the Salesforce CRM without any technical background as it is easy to set up and manage. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience.

What is Salesforce Lightning?

Salesforce Lightning is a simple easy-to-use component-based framework of App development from Salesforce. This is specially designed for business users who do not use programming languages. Using Salesforce Lightning, you can create custom actions and create Apps for employees and customers to improve business.

What is outreach in sales?

One of the most intuitive sales automation platforms is Outreach. This platform benefits the sales teams very much to create a sequence of calls and emails campaign depending on the criteria they set. Outreach is mainly based on “Sequences”. Outreach enables the sales team to systematically organize and skillfully handle all their prospects. This platform simplifies the tasks of checking the messages when the leads reply and the other scheduling operations. With Outreach, it is automatically notified to the sales team when the leads reply and also schedule the next sequence of events for those leads. Outreach can also detect the best-performing times of the week to organize the email campaigns.

What is Salesforce customizable?

Customizable: Salesforce’s specialty lies in the customization that it offers. Users can customize this CRM tool according to their business requirements. This particular feature plays a huge role in Salesforce’s immense popularity.

How long does it take to set up Salesforce?

Ease of Setup: Unlike other CRMs, which on average take up to nearly a year to get installed and deployed, Salesforce can be set up from scratch and be deploy ready within few weeks only.

How does outreach work?

Outreach automatically detects when leads are converted to contacts, dynamically remaps to the contact, and pulls data in to stay up to date.

What is outreach version control?

Outreach performs real-time version control in data transfer to ensure that if both records have changed, the more recent update will survive.

Does Salesforce Aloha support outreach?

All activities executed in Outreach — calls, emails, etc — are automatically logged in Salesforce and conflict resolution detects and resolves conflicts to keep data pristine. It works in Salesforce Aloha and Lightning editions.

What is outreach integration?

The Outreach integration is a true bi-directional sync. As such, you can import, modify and update any data, field, or object.

What is outreach OAuth?

Outreach utilizes an OAuth connection to sync data between both platforms. When setting up Outreach for the first time, all configuration will be done within Outreach.

What happens if a prospect opts out of communication in Outreach?

If a prospect opts out of communication in Outreach, the opt-out will reflect in your CRM – either the standard opt-out (true/false) or a custom field created by your CRM's Admin.

How often does Outreach pull down new records?

Outreach pulls down new records and updates every 10 minutes by default, but can be configured to pull information at shorter intervals as applicable.

When a record's lead or contact status is updated in Outreach, the information is then synced to the?

When a record's Lead or Contact status is updated in Outreach, the information is then synced to the corresponding CRM record automatically.

Does Salesforce have to authorize outreach?

Salesforce must authorize Outreach through a Salesforce system user and meet the following requirements:

Do you have to be an admin for Outreach?

Outreach users must be listed as an Admin in the Outreach Platform to have access to the plugin settings for connections.

What is outreach opportunity?

Outreach Opportunities allow Users to manage and track opportunities through the entire sales pipeline, enabling Users to engage in more meaningful ways and measure revenue attribution down to the activity.

Why disable fallback sync in Salesforce?

Outreach recommends disabling the fallback sync option to avoid duplicate tasks syncing to Salesforce once the Opportunities have been configured to sync. For more information on disabling the Fallback Sync option, refer to the How to Disable the Fallback Sync Option on Plugin Types article.

Create your own Integration

Connect Outreach and Salesforce the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect Outreach and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

Can Salesforce plugin sync with Salesforce?

If you have Salesforce, you can enable Outreach's Salesforce Plugin and configure it to ensure all of your team's activities automatically sync back to Salesforce so you can build advanced reports and provide activity visibility to your entire organization. In this course we will cover how to connect and configure the Salesforce plugin based on your team's needs. This course is a great overview for anyone who is configuring the plugin for the first time, who needs to make adjustments to their existing plugin configuration, or to anyone who simply wants to learn more about how the Salesforce plugin works.

Can you use Salesforce plugin with Outreach?

If you have Salesforce, you can enable Outreach's Salesforce Plugin and configure it to ensure all of your team's activities automatically sync back to Salesforce so you can build advanced reports and provide activity visibility to your entire organization.

Note

For the purpose of illustrating and introducing Outreach users and admins to the Plugin section, the images displayed in this article are of a configured Salesforce plugin. Microsoft Dynamics 365 Sales will appear the same.

Types

The Types tab displays the different objects within a CRM and the different options available to connect to those objects.

Limits

The Limits tab allows an Administrator to set limits on how many API calls Outreach is allowed to make on a given day. The API calls available are designated by the CRM and if you need additional API calls, we recommend reaching out to your CRM representative.

Settings

The Settings tab shows a toggle for the setting labeled "Refresh users on reconnect." When enabled, this setting causes all users (active or not) to sync upon reconnecting the plugin in Outreach. This means locked, inactive user seats will be created in Outreach in order to sync to any unmapped users. This setting is enabled by default.

Activity

The Activity tab provides a user friendly, historical, snapshot of when and what Outreach has synced with the CRM.

Logs

The Logs tab provides a more in-depth, technical overview at user and sync activity. The Logs will show which actions are happening, when they are happening, and if Outreach is able to sync.

Purpose

Bi-Directional Syncing and Data Transfer Capability

Compatibility

Connection Requirements

Salesforce Requirements to Connect to Outreach

• Outreach's connection to Salesforce is used to create and update records in either platform and then sync the two platforms to mirror each other. Users have the option of using Outreach or Salesforce as the front-end application, depending on workflow. Users can also leverage the connection for both inbound and outbound actions, along with tactical...

See more on support.outreach.io

Pre-Connection Considerations