GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Outreach is an intuitive sales automation platform. It helps sales teams set up email campaigns & touch points based on any number of criteria that they choose. Teams can create a sequence of emails & calls to put every single prospect through.
Below you'll find detailed information, specifically for Outreach integrations:
Supported Outreach Integrations
When you click "authorize Outreach", a pop-up window appears, allowing you to log in and allow access.
If you already authorized Outreach account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Accounts before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- OWNED BY ME
- OPTED OUT
- OWNED BY
- HAS TAGS
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TAG
- SET OWNER TO
- UPDATE OPTED OUT
- REMOVE TAG
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Outreach fields being mapped by default. For instance, in a connection with HubSpot, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Outreach Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Outreach, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Outreach. You will be able to review this segment first before deleting or taking any other action in Outreach too.
In connections between Outreach and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Outreach. You will be able to review this segment first before taking any action in Outreach too.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!