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Advanced Task Mapping Settings: Generic Tasks

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Chris
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Purpose: 

The purpose of this article is to provide direction to Outreach Admins in mapping a generic task in the CRM plugin. 

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.

Intended Audience: 

  • Outreach Admins

Notes: 

  • (something important) 

Plugin Settings: 

  1. Access the Outreach Platform.
  2. Access the CRM Plugin Settings. 
  3. Click the Task <> Outreach Generic Task object in the Types list.
    GenericTaskSettings_01.png
  4. Click to enable the Create new Tasks option under Outbound Create. 
  5. Configure the conditions as illustrated in the image below:
    GenericTaskSettings_01.png
    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".
  6. Click Save. 

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: 

Field Name Sample Value Description
ID 26 Task Index.
Action

in_person/action_item. 

Note: This also defines how granular LinkedIn tasks, such as linkedin_send_message, are synchronized.  

 Identifies the type of generic task. 
Completed TRUE Identifies if the Task was completed.
Completer ID 7 Identifies the Outreach User ID of the user that completed the task.
Completed AT 2016-10-22T08:09:27+00:00 Identifies the date and time the task was completed.
Completer Name Snoop Dogg Identifies the name of the Outreach users that completed the task.
Due At 2016-10-26T00:20:06+00:00 Identifies if the date and time the task is due.
Note Reached out on LinkedIn with press release. Mirror of the note text.
Task Type

Sequence_step_email

Note: There are many values this field synchronizes, including, but not limited to: 

  • sequence_setp_task
  • sequence_step_call, 
  • sequence_step_linkedin_send_message 
 Identifies if a task was created by a sequence or by manual user input, as well as the type of task (i.e. email, task, etc.) 
Task Priority Low Identifies the priority of a task as defined by the user: low, medium, or high.
User Snoop Dogg Identifies the task owner's name.
Prospect Donald Duck Identifies the name of the Prospect associated with the task.
Sequence Name Test Call Sequence Identifies the name of the Sequence that generated the task.
Sequence Step Number 1 Identifies the the sequence step number that created the task.
Template Outbound Prospect Template

Identifies the name of the template used to send an email if applicable.
Note: Only applicable if a template was used.
Owner Christopher Robin Identifies task owner's name.
Attributable Sequence ID Enterprise FUP Sequence - VP Outreach will attribute a task to the most recent finished sequence if the task is not associated with an active Sequence.
State Not_Started Identifies the state of the task. 
Task Category   Identifies the task category. 
Task Type Name   Identifies the task type. 
Opportunity    

Note: There is no need to alter any advanced field mapping options for any of these fields. Outreach has added the necessary advanced field options for you - making changes to Advanced Field Mappings can prevent data from syncing correctly or delete data being loaded into the 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.

Screen_Recording_2018-04-03_at_04.22_PM.gif

Task Categories

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

Task Task Category
Email Email
Call Call
Meet In Person Meet In Person
Action Item Action Item
(LinkedIn) View Profile LinkedIn
(LinkedIn) Interact with a Post LinkedIn
(LinkedIn) Send Message LinkedIn
(LinkedIn) Send Connection Request LinkedIn
(LinkedIn) Other LinkedIn

Task Type Name

Task Type Name formats the type of task that's easier to follow.

Task Task Category
Task Identifies the name of the Task Type synced to the CRM.
Email Email
Call Call
Action Item Action Item
(LinkedIn) View Profile LinkedIn

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