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, 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:
- Access the Outreach Platform.
- Access the CRM Plugin Settings.
- Click the Task <> Task object in the Types list.
- Click to enable the Create new Tasks option under Outbound Create.
- Configure the conditions as illustrated in the image below:
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".
- 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:
|
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. |
| 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.
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 |
|---|---|
| Call | Call |
| Meet In Person | Meet In Person |
| Action Item | Action Item |
| (LinkedIn) View Profile | |
| (LinkedIn) Interact with a Post | |
| (LinkedIn) Send Message | |
| (LinkedIn) Send Connection Request | |
| (LinkedIn) Other |
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. |
| Call | Call |
| Action Item | Action Item |
| (LinkedIn) View Profile |
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