How To Map Salesforce Opportunity Stages To Outreach

Purpose: 

The purpose of this article is to provide direction to Outreach users in mapping Salesforce Opportunity Stages in Outreach. 

For more information on adding opportunity stages to the Outreach platform, refer to the How To Add Opportunity Stages in Outreach article.

Intended Audience: 

• Outreach Admins

Notes: 

• Opportunity Stages must be added to the stage options in Outreach prior to configuring Opportunity Stages in the CRM Plugin.
• Opportunity Stages must be mapped exactly as they appear in the CRM plugin, including spelling, capitalization, etc.
• 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 Settings. 
3. On Salesforce Plugin Configuration landing page, click the Opportunity Stage object in the Types list. 
4. On the Opportunity Stage settings page, click Mappings in the menu bar. 
5. Click Add in the upper right-hand corner of the settings page. 
6. Click the dropdowns to select the Salesforce Opportunity Stages and Outreach Opportunity Stages as applicable.
7. Click Save.
8. Repeat this process until all applicable Salesforce Opportunity Stages have been mapped.
   

Enhanced CRM Sync Beta

1. Access the Outreach Platform. 
2. Access the CRM Sync Settings. 
3. On the landing page, click the Opportunity Stage object type in the list. 
4. On the Opportunity Stage settings page, click Mappings in the menu bar. 
5. Click Add in the upper right-hand corner of the page.
6. Click the dropdowns to select the Salesforce Opportunity Stages and Outreach Opportunity Stages as applicable.
7. Click Save.

8. Repeat this process until all applicable Salesforce Opportunity Stages have been mapped.