Outreach.io Terminology
Customize this training to give your sales team the help they need directly in Outreach.io to maximize sales rep productivity and pipeline.
01. Create new
Toggle this on (green) to allow #inbound create to bring in net new records.
02. Inbound Update
This function allows records to update in Outreach from your CRM.
Example: If you have the address mapped on the account object and their address changes in your CRM, the address will update inbound. This assumes the polling toggle is enabled and there is an existing mapped account in Outreach.
03. Messages and Events
These activity postings will be pushed up to your CRM after emails are delivered/received, tasks are completed, calls are made, or opens/clicks occur on any email deliveries. These can be customized by clicking on the gear icon to the right of each specific function. Keep in mind that each of these toggles uses 1 API call each time a message or event is pushed to your CRM.
04. Outbound Create
This function allows net new records to be created from Outreach and pushed up to your CRM.
Example: If a prospect is created in Outreach and the outbound create and pushing toggles are enabled on the lead object, a new lead will be created in your CRM. This assumes the lead passes all validation rules in your CRM. Best Practice: All net new records should originate in your CRM to maintain a source of truth for your data.
05. Outbound Update
This function allows records to update from Outreach up to the CRM.
Note: Only fields that are mapped in the 'fields' section of the plugin will be pushed up to your CRM.
06. Polling
The polling function allows for Outreach to automatically scan your CRM for any newly created objects or changes to existing Objects. Outreach will only notice a recently updated object if the change occurred to a mapped field.
Example: Let's say you have the first name, last name, and email address mapped on the lead Object in the Plugin. If the lead's last name updates in your CRM, Outreach would notice this change and attempt an inbound update, as long as the Inbound Update toggle is enabled (explained below). If the lead's phone number was updated, Outreach would not notice that change, since the phone number field is not mapped on the lead.
07. Polling Frequency:
The polling frequency determines how often we poll your CRM for new and/or updated objects (see the polling feature described above).
Note: If you increase the time between polling cycles, less API calls will be used.
08. Pushing
The pushing function will automatically push changes that occur in Outreach up to your CRM, assuming the change takes place on a mapped field. This toggle will also allow newly created objects in Outreach to push to the CRM, assuming Outbound Create is enabled (explained below).
Example: Let's say you have the Outbound Create toggle enabled for contacts. If a new contact is created in Outreach, and the pushing toggle is enabled, that contact would be created automatically in your CRM, assuming it passes all of the validation rules for contacts.
09. Refresh
In-app refresh is a fast way to see the most up-to-data information in Outreach. It is commonly used when navigating the report dashboards, content, prospect pages or anywhere you expect something to change that hasn't. You may need to refresh the browser if you still don’t see what you expect as a final precaution.
10. Sync data down after manual create inside Outreach
Toggle this on (green) to allow records that are manually created in Outreach to search for associated records in Salesforce and pull in relevant data.
11. Update existing
Toggle this on for Outreach to look up to Salesforce to see if existing Opportunity contact roles in Salesforce have updates that have not been synced to Outreach. If so, Outreach will update the Prospect with the current Opportunity contact role.
12. Updated as of
The last time Outreach polled, or searched for data to bring data in from Salesforce.
all
“all” is a condition that can also be represented as “AND” in logic statements. Selecting “all” mean that all conditions must be true. Click “all” to switch the option to “any”.
any
“any” is a condition that can also be represented as “OR” in logic statements. Selecting “OR” means that only one condition in the grouping must be true. Click the text “any” to switch the option to “all”.
