Import a Single Lead, Contact, or Account in Outreach from a CRM

Purpose: 

The purpose of this article is to provide direction to Outreach users in creating a Lead, Contact, or Account in Outreach from a CRM. 

Note: Organizations operating multiple Plugins connected to a single instance (i.e. a Production instance and Sandbox CRM instance) will only be able to pull records from the first instance connected.

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

Note: If you're using Salesforce and adding multiple Leads, Contacts or Accounts at once, we recommend creating and importing a Salesforce report.

Import a Single Lead, Contact or Account from a CRM

1. Access the Outreach Platform.
2. Click the Quick Actions button.
3. Select the applicable CRM Load option from the Quick Actions dropdown menu. 
   
4. Select the applicable object type. 
5. Input the name of the record into the search field. 
   
6. Click Import. If syncing an Account, you have the option to bring in all Contacts under that account at the same time.
   Note: Depending on your Plugin settings, if you are syncing in a Contact you may also create a new Account.