Articles in this section

See more

Outreach CRM Plugin Overview

Avatar
Chris
Updated
Follow

Purpose: 

The purpose of this article is to provide information to Outreach Admins regarding CRM Plugins and the various settings therein. 

Intended Audience: 

  • Outreach Admins

Note: 

  • For the purpose of illustrating and introducing Outreach users and admins to the Plugin section, the images displayed in this article are of a configured Salesforce plugin. Microsoft Dynamics 365 Sales will appear the same. 
  • Some options and features illustrated in this overview are not available to all Users. For more information, contact your AE. 
  • The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience which is currently in Beta. For instructions on the Enhanced CRM Sync Experience, see section Enhanced CRM Sync Beta.

Overview

Classic Plugin

After the CRM plugin has been connected to Outreach, the Plugin will appear on the Plugins landing page. Click the plugin to access the following tabs: Types, Limits, Settings, Activity, and Logs.   

Types

The Types tab displays the different objects within a CRM and the different options available to connect to those objects.

The options that are chosen control the flow of data between Outreach and the CRM for those objects.

Image_2018-06-20_at_2.17.16_PM.png

Limits

The Limits tab allows an Administrator to set limits on how many API calls Outreach is allowed to make on a given day. The API calls available are designated by the CRM and if you need additional API calls, we recommend reaching out to your CRM representative.

  • Global API call usage is the number of API calls used by all applications connected to the CRM that require API calls.
  • Outreach-Specific API Call Usage breaks down the Global API call usage to illustrate how many API calls Outreach is using.
    In the above example, of the 2973 total API Calls used by all platforms connected to the CRM, 164 of those API Calls originated with Outreach.

Settings

The Settings tab shows a toggle for the setting labeled "Refresh users on reconnect." When enabled, this setting causes all users (active or not) to sync upon reconnecting the plugin in Outreach. This means locked, inactive user seats will be created in Outreach in order to sync to any unmapped users. This setting is enabled by default.

Image_2019-07-19_at_2.43.07_PM.png

Activity

The Activity tab provides a user friendly, historical, snapshot of when and what Outreach has synced with the CRM.

Image_2018-06-20_at_2.16.53_PM.png

Logs

The Logs tab provides a more in-depth, technical overview at user and sync activity. The Logs will show which actions are happening, when they are happening, and if Outreach is able to sync.

 

Logs.jpg

 

Enhanced CRM Sync Beta

After the CRM has been connected to Outreach, the CRM sync configuration will appear on the CRM landing page. 

Type Mappings

The landing page displays the different objects within a CRM and the different options available to connect to those objects.

The options that are chosen control the flow of data between Outreach and the CRM for those objects.

Limits

The Limits section allows an Administrator to set limits on how many API calls Outreach is allowed to make on a given day. The API calls available are designated by the CRM and if you need additional API calls, we recommend reaching out to your CRM representative.

  • Global API Call Usage is the number of API calls used by all applications connected to the CRM that require API calls.
  • Outreach-Specific API Call Usage breaks down the Global API call usage to illustrate how many API calls Outreach is using.

In the above example, of the 2,483 total API Calls used by all platforms connected to the CRM, 821 of those API Calls originated with Outreach.

More options

The more options menu offers the ability to Export error logs, Advanced settings such as Merge and Delete, Import/Export CRM Sync configuration, and Reconnect/Disconnect with CRM.

Related articles