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.

Overview

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