how to sync outreach activity into salesforce

Adjusting the Salesforce Plugin for Outreach Meetings.

• Click the user's initials in the navigation sidebar.
• Click Plugins under the System Config section of the Settings panel.
• Click the Salesforce Plugin.
• Click Event in the Object Types list.
• Configure the settings as illustrated in the image below.
• You'll want to leave the prospect conditions under Outbound Create "on", to ensure meetings are not pushed to Salesforce that are not associated with ...

Full Answer

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 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 associate a contact to an opportunity in Salesforce?

Outreach will associate the contact and the assigned contact role to the opportunity in Salesforce. Click Save. Click the Fields tab in the menu bar and add the Opportunity, Prospect, Role, and Primary fields as applicable. Click to enable the Update In options for the new fields and click Save .

How does the outreach plugin update contact roles in Salesforce?

If they do not match and the contact role was recently updated in Outreach, the plugin will update the contact role in Salesforce. The plugin will look up to Salesforce to see if there are any new opportunity contact roles in Salesforce that should be added to Outreach. If so, Outreach will pull the date into the Outreach platform.

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How do I sync data from Outreach to Salesforce?

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.

How often does Outreach sync with Salesforce?

every 10 minutesBi-Directional Syncing and Data Transfer Capability Outreach pulls down new records and updates every 10 minutes by default, but can be configured to pull information at shorter intervals as applicable.

Does Outreach use Salesforce?

The power of Outreach lives in Salesforce. Create a report, import a single lead/contact, and click to engage (email, sequence, call) without interrupting your workflow.

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 add an Outreach extension in Salesforce?

Click Open Chrome Web Store on the bottom left corner of the panel. Input Outreach in the search bar and press [Enter]. Click the Outreach Everywhere extension. Click Add to Chrome.

Is outreach a CRM?

Outreach.io emerged among a more-recent wave of CRM-related tools seeking to go beyond the static world of data organization. The platform wants to roll up its sleeves and get in on the real action—that is, to turn the valuable insights of data into actionable strategies.

How do you use outreach?

3:234:21Outreach for Sales Development - YouTubeYouTubeStart of suggested clipEnd of suggested clipCall outreach guides her through the next steps. Either getting a meeting booked in one click orMoreCall outreach guides her through the next steps. Either getting a meeting booked in one click or even handing off a call in real time.

How do I enable advanced task mapping in outreach?

Plugin SettingsAccess the Outreach Platform.Access the CRM Plugin Settings.Click the Salesforce instance and click Types in the menu bar.Click the Task <> Outreach Mailing object.Click to enable the Automatically push changes to Salesforce.More items...•

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 I import prospects into Outreach in Salesforce?

You can easily import multiple leads or contacts into Outreach by clicking the checkbox next to the lead/contact name. Once you've selected the individuals for import, click on the “Import to Outreach” button on the top right hand side of the page.

How do I add contacts to Outreach Salesforce?

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.

Real-Time Bi-Directional Sync

Outreach's intelligent bi-directional sync ensures complete fidelity between data in both systems.

Key Features

Specify which fields on an object should receive updates, both from Outreach to Salesforce and from Salesforce to Outreach.

Introduction to Salesforce

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.

Introduction to Outreach

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.

Purpose of Outreach Salesforce Integration

Using Outreach, you can track your entire sales pipeline, pull out more meaningful insights, and have a scale of the revenue attribution of all your activities. Salesforce is one of the best CRM platforms with amazing features and facilities.

Connection Requirements for Outreach Salesforce Integration

The following requirements must be satisfied to connect Outreach to Salesforce:

Steps in Outreach Salesforce Integration

Before you actually connect Outreach to Salesforce, It is essential to Map Salesforce Opportunity Stages To Outreach. The steps involved in this mapping include:

Best practices for Outreach Salesforce Integration

The best practice for Outreach Salesforce Integrations is discussed below.

Conclusion

From this blog, you would now know to connect Outreach to Salesforce seamlessly. You would have also understood the purpose behind Salesforce Outreach Integrations and their connection requirements. Do not forget to also have the best practices in mind before establishing these connections.

Purpose

The purpose of this article is to provide direction to Outreach Admins in manually syncing an activity in Outreach to a CRM.

Notes

This article references syncing to Salesforce. The process is the same with Microsoft Dynamics.

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.