Outreach Advanced Task Mapping Settings for Generic Tasks

Objective

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.

Applies To

• Outreach Admins

Notes

• The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience which is currently in Beta. For instructions on the Enhanced CRM Sync Experience, see section Enhanced CRM Sync Beta.

Procedure

Classic Plugin

1. Access the Outreach Platform.
2. Access the CRM Plugin.
3. Click the Task <> Task object in the Types list.
   
   
4. Click to enable the Create new Tasks option under Outbound Create. 
5. 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".
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: 

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.

Enhanced CRM Sync Beta

1. Access the Outreach Platform.
2. Access the CRM sync.
3. Click the Task <> Task object in the Types list.
4. Click the Create checkbox option under Set object syncing to sync into CRM. 
5. Configure the conditions as If Action is not call, email, SMS.
6. Click Save.
7. When you've enabled the appropriate settings in the integration, 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	Jane Smith	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_step_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	Jane Smith	Identifies the task owner's name.
   Prospect	Jane Smith	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 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	Jane Smith	Identifies the task and identifies the 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	Incomplete Complete Skipped	Identifies the state of the task.
   Task Category	Email Call Meet in Person Action Item LinkedIn	Identifies the task category.
   Task Type Name	Email Call Action Item LinkedIn: View a Profile LinkedIn: Send Message LinkedIn: Send Connection Request LinkedIn: Interact with Post LinkedIn: Other	Identifies the task type.
   Opportunity		Identifies the opportunity.
   Custom Template	[Outreach] [Email] [Out] {{Subject}} can be synced to the Subject field of the Task in the CRM.	Users can access advanced settings and add custom values such as variables to sync to the CRM.

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 duplicate tasks from logging into 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 Type Name

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

Additional Information

Advanced Task Mapping FAQs