Outreach can pull in leads, contacts and accounts from Salesforce. Users can choose whether those records come in automatically or if the user wants to pull them in manually.
There are two methods to pull records in automatically:
- Single-object filtering, bring records in every 10 minutes
- Cross-object filtering, bring in once a day (recurring)
Single-object filtering refers to a set of constraining criteria that needs to be met before pulling in or updating records, for example:
Lead Status = X AND Lead Source = Y OR Lead Source = Z AND Owner of Record = John Smith
A user can set up a condition block for a particular record type and then set up the record for other condition blocks in tandem. For example, a user could have an MQL use case for Outreach, and the MQLs could have three constraining criteria, which could isolate them as a group, for example:
- Lead Status = MQL
- Lead Source = Marketo
- Lead Score = 134
If the user also has inbound Web Demo Leads which have similar Lead Status, but a different Lead Source, the condition block could be changed to:
- Lead Status = Open
- Lead Source = Website
- Company Size = 50-100
In the examples above, Outreach would create different condition blocks to target specific records and bring them in as they are updated or created, every 10 minutes. Outreach can also perform single object filtering when a condition block targets the lead or contact object only.
Cross-object filtering is important for users who have detailed criteria that relates to more than one object, such as "Show me leads which…":
Lead Source = X, Lead Status = Y AND have e-mail activities AND most recent activity is 3 months ago or older
To use a cross-object filter as seen in the example above, a user would need to create a Salesforce report which constraints the filter within Salesforce, and then tell Outreach to import the records listed on the report based on a record ID.
If the record is a Contact, Outreach can be configured to bring in the account automatically when the Contact is brought in as a prospect or assign it to the correct account that was already brought down. If this report is created, then a user could set it up as a recurring import that gets pulled into Outreach once a day.
Users can create reports in Salesforce, similarly to the ones that are used for cross-object filtering for automatic polling. The difference for manual polling is that the user would create a report as a one-time import, rather than making the report a recurring import. When creating a one-time import, the user can tag the records with a specific tag to track them.
Manual polling also allows a user to pull an individual Lead, Contact or an Account in with an entire list of contacts within it.