Objective
Outreach has created a URL that works with the SKUID overlay in CRMs such as Salesforce Lightning, which will open an existing prospect in Outreach or, if the prospect does not yet exist in Outreach, import the corresponding Lead/Contact from your CRM to Outreach.
Outreach Admins can use the below to locate the information required to construct this URL to add the Import to Outreach button in the SKUID Overlay for CRMs.
Applies To
- Outreach Admins
Notes
- To take advantage of this workflow, your CRM Admin will need to build an Import to Outreach button.
- Once you’ve configured these settings, existing prospects can be opened in Outreach by clicking on the SKUID button. If they do not exist in Outreach, you’ll be asked to confirm whether or not you’d like to add the lead/contact as a prospect in Outreach.
- Currently, these steps enable the import of a single lead/contact at a time.
URL Anatomy
For the purposes of this article a basic understanding of an Outreach URL's anatomy is beneficial:
| ID/Type | Description |
|---|---|
| Production Environment |
The Production Environment (aka bento ID) is the subdomain of the URL. Note: As of the 2023 updated Outreach experience, this may be obtained via the Outreach Status Page. |
| CRM Plugin ID |
The CRM Plugin ID is the ID of the active plugin and can be found in the URL for the specific CRM Plugin Settings instance. Example: The below URL contains the Plugin ID 10. https://web.outreach.io/admin-exp/crms/sfdcsandbox/_pluginID_10_connectorName_sbx |
| External Type |
The Object (Lead or Contact). Note: This can be templated from the SKUID button. |
| External ID |
The Object ID. Note: This can be templated from the SKUID button. |
A correct URL will look similar to:
https://app1b.outreach.io/auto-import?pluginId=3&externalType=lead&externalId=0030V00003OmcV3QAJ
How to locate the applicable URL IDs
Outreach Production Environment
- Access the Outreach Platform.
- In another browser tab, navigate to the Outreach Status Page at https://status.outreach.io.
- Review the message at the top of the page indicating what environment you "most recently accessed Outreach on."
For complete details, see How to determine your Outreach Production Environment.
CRM Plugin ID
- Access the Outreach CRM Plugin Settings.
- Review the URL and capture the Plugin ID.
Updated Outreach Experience:
Legacy Outreach Experience:
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