Using the Outreach Everywhere Chrome Extension, you have the option to import a list of leads or contacts directly into Outreach. Lead/Contact import through the Salesforce list view works for both Salesforce Aloha (also known as "Classic") and Salesforce Lightning. In this article, we use Salesforce Lightning.
Importing Leads & Contacts into Outreach
- After installing the Outreach Everywhere Chrome extension, you'll need to create a list view of either leads or contacts. Only fields visible in the list view will be imported to Outreach, so make sure to include every field you need in “Selected Fields.” Outreach prevents the creation of duplicate prospects using the email address as the key, so be sure to include the email field. Ensure your list view includes both the standard Name field. Without this field, Outreach will not be able to recognize the list of prospects. In addition, you will need to make sure to select the correct report type: All Leads or All Contacts & Accounts.
- Once you have filtered the list with the fields you're interested in, click “Import to Outreach.” The Chrome Extension will open and you’ll see your list appear in the platform.
- Once added to Outreach, we will call "leads" and "contacts" Prospects. You can find the list of prospects you've imported under the prospects list view, found by selecting the prospects option on the left-hand navigation panel.
No "Import to Outreach" Button
If you're not seeing the "Import to Outreach" button, your Salesforce admin will need to enable the Enhanced Profile User Interface settings in Salesforce.
No Checkboxes in Salesforce
If you do not see the checkboxes next to the lead or contact list view, you're likely need to reconfigure Salesforce settings. Please reach out to your Salesforce Admin to ensure you have the permissions required to modify leads and contacts.
Leads or Contacts not Importing
If you are not seeing the leads or contacts import into the Outreach Everywhere Chrome Extension, make sure your list contains either leads or contacts, and not a combination of the two record types.
Governance may also be preventing you from importing leads/contacts/accounts that you do not own or preventing you from importing new records altogether.
The record may already exist in Outreach, meaning the record will not import a second time.