Create a Lead, Contact, or Account in Outreach from Salesforce

Adding a single lead, contact, or account from Salesforce only takes a few clicks within the Outreach platform. The steps are outlined below.

If you're trying to add more than one lead, contact, or account at a time, we recommend creating and uploading a Salesforce report.

Load a Single Lead, Contact or Account from Salesforce

1. Click on the "Quick Actions" button on the top right hand corner of Outreach, which has a lightning bolt icon.
2. From the Quick Actions menu, select "Salesforce Load".
   
3. Select the object type, either a Lead, Contact, or Account. 
4. Type the name of the record into the search field. 
   
5. Click on the "import button". If syncing an Account, you have the option to bring in all Contacts under that account at the same time.