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 downloading the 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 removes duplicate prospects using email addresses, and they are required for sending emails, so we recommend including this field. Ensure your list view includes both the first name and last name fields (Outreach will not recognize the full name). In addition, you'll need to ensure your list is only leads OR contacts, and not a combination of the two.
- Once you have the list filtered 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.
If you do not see the checkboxes next to the lead or contact list view in Salesforce Aloha ("Classic"), you're likely missing Salesforce permissions. Please reach out to your Salesforce Admin to ensure you have the permissions required to modify leads and contacts.
If you are not seeing the leads or contacts import into the Outreach Chrome Extension, make sure your list contains either leads or contacts, and not a combination of the two record types.
Governance may be preventing you from importing leads/contacts/accounts that you do not own.