Advanced Task Mapping Settings: Generic Tasks

The Task <> Outreach Task mapping will create a generic task on the lead or contact profile in your CRM system. Based on the plugin settings (outlined below), when the generic task is marked as complete in Outreach, the corresponding task will also be marked as complete in your CRM.

Plugin Settings

In the CRM Task <> Outreach task object mapping you’ll want to have the following options toggled ON and include the listed conditions under "Outbound Create".

Note: Make sure you change the outbound create conditions from the default "Any" to "All". This can be accomplished by clicking on the word "any"  on the conditions so that it changes to "all".

When you've enabled the appropriate toggles in the plugin, you'll be able to map new fields on the task object in your CRM. The new mappings that are available include: 

Important Note: There is no need to alter any advanced field mapping options for any of these fields. We have already added the necessary advanced field options for you -- making extraneous changes to Advanced Field Mappings can prevent data from syncing correctly or even accidentally wipe out data being loaded into your CRM!

Finally, it is important to turn off the toggle on the Lead and Contact Sync Settings for tasks within the "messages and events" settings. This will prevent the duplicate tasks from logging in your CRM.

Additional Settings for LinkedIn Task Mapping

If you're syncing LinkedIn tasks using the Advanced Task Mapping plugin settings, you'll also need to do the following:  

1. Have your CRM Admin create a new custom field labeled "Outreach Task Type". Make sure all relevant users have read and edit access to the new custom field.
2. Click into the "fields" tab on the top of the generic task page.
3. Click "Add" on the top right hand side of the page and map the "Outreach Task Type" custom field you just created to "Action" on the Outreach task field.
4. Check the "updates out" checkbox to allow Outreach updates to sync to up to your CRM.
   
5. Click "Add" again on the top right hand side of the page. This time, map the "Subject" field to the "Custom Template" Outreach field.
   
6. When you hover over the new mapping, you'll see an arrow appear on the right hand side of the page. Click on the arrow and a drop-down menu will appear. Select "Advanced". In the compose window, copy and paste {{task_type_name}} into the box. You can add any other customization here, such as text indicating the activity was from Outreach. This lets us add a custom description to the activity, letting you know which LinkedIn activity was completed. Check the "updates out" checkbox to allow updates from Outreach to be pushed up to your CRM.
   
7. Save your changes. Your LinkedIn tasks will sync with your custom activity title.
   

Task Categories

Task Category was introduced with LinkedIn specific tasks as a way to categorize or roll up tasks that fall under the same group action of tasks. All LinkedIn Tasks are completed on LinkedIn.

Task Type Name

Task Type Name formats the type of task in a way that’s human friendly to read.