FAQs
Have questions about your Salesforce and Outreach integration? Below we’ve covered some topics that are frequently asked about with some step-by-step instructions.
How do I import from Salesforce to Outreach?
Go to the Outreach app and click on Import Contacts. You'll be able to select the fields you want to import, and then map them to the corresponding fields in Outreach.
Make sure that you have the correct permissions set up in Salesforce before you start importing contacts. If you're not sure how to get access, your Salesforce administrator can help you out.
How do I sync emails from Outreach to Salesforce?
Start by going to the CRM Plugin Settings, then click the Salesforce instance and select Types in the menu bar.
After that, click on the Task <> Outreach Mailing object and enable both Automatically push changes to Salesforce and Create new Tasks options.
Finally, configure the Outbound Create options based on your organization's workflow according to the table below.
To sync only emails marked as delivered to Salesforce, you can configure the options to “Bounced At Is Empty”, “Delivered At Is Not Empty”, or “Conditions set to All”.
To push delivered and bounced emails to Salesforce, configure the options to “Bounced At Is Not Empty”, “Delivered At Is Not Empty”, or “Conditions set to Any”.
How do I add an Outreach extension in Salesforce?
First, log into your Salesforce account and go to the AppExchange. From there, search for Outreach and select the add button next to it.
You’ll be asked to review the package details and agree to any additional terms and conditions if applicable. Once you accept the package details you should see a pending installation bar at the top of your screen that lets you know when the process is completed.
After the installation is complete, you will need to log into Outreach and grant Salesforce permission to access your Outreach data.
To do this, go to Settings > Account Settings > Apps & Integrations, select Salesforce from the list of Integrations, and click Allow Access to grant permission.
Now, you'll have both platforms fully connected and ready for seamless integration.
How do I add prospects from Salesforce to Outreach?
All you need to do is select the Add Prospects from Salesforce option when setting up your integration in Outreach. Then, every time a new prospect enters your Salesforce account, it will also be added to Outreach automatically.
You can also manage the sync process manually in either Salesforce or Outreach. If you update a prospect's information in one system, it will automatically be updated in the other, keeping your data consistent and up-to-date across both platforms.
How do I map a field to Outreach in Salesforce?
You'll first want to create the field in Outreach. This can be done either by creating a new field or by editing an existing one.
Once that's done, head to Outreach Settings > Salesforce Integrations > Map Fields > select the Object you want to map.
This will bring up a list of fields in Salesforce and Outreach that can be mapped together. Once you've chosen which fields need to be mapped, click Save at the bottom of the page and your mapping will be complete.