Purpose:
The purpose of this article is to provide direction to Outreach Admins in locating the information required to add the Import to Outreach button in the SKUID Overlay for CRMs.
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.
Intended Audience:
- 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.
- For the purposes of this article a basic understanding of a URLs anatomy is beneficial:
URL Anatomy:
| ID/Type | Description |
|---|---|
| Bento ID | The BENTO ID is the subdomain of the URL and can be located in the Outreach Platform URL following https://. Example: The URL https://app1b.outreach.io/360 contains the Bento ID app1b. |
| CRM Plugin ID | The CRM Plugin ID is the ID of the active plugin and can be found on the CRM Plugin Settings URL. Note: To access the correct URL, users must click into the CRM Plugin instance. Example: The URL https://app1b.outreach.io/plugins/10 contains the Plugin ID 10. |
| 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
- Access the Outreach Platform.
- Review the Outreach URL and capture the Bento ID.
- Access the CRM Plugin Settings.
- Review the URL and capture the Plugin ID.
Note: For now, these steps enable the import of a single lead/contact at a time
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