How To Sync Salesforce Opportunities in Outreach

Objective

The purpose of this article is to provide direction to Outreach users in syncing Salesforce Opportunities to the Outreach platform.

Outreach Opportunities allow users to manage and track opportunities through the entire sales pipeline, enabling users to engage in more meaningful ways and measure revenue attribution down to the activity.

With the Salesforce plugin correctly configured, users are able to sync existing Salesforce opportunities into Outreach automatically.

Applies To

• Outreach Users

Before You Begin

• Outreach recommends disabling the fallback sync option to avoid duplicate tasks syncing to Salesforce once the Opportunities have been configured to sync. For more information, refer to How to Disable the Fallback Sync Option on Plugin Types.
• Admins must create and map the Opportunity, Opportunity Contact Roles, and Opportunity Stages objects in the org's Salesforce plugin prior to completing this process. For more information, refer to the Additional Information section at the end of this article.

Procedure

1. Access the Outreach platform.
2. Access the Salesforce integration.
3. Click the Opportunity object.
4. On the Configurationtab, enable the Polling and Inbound sync options as outlined in the table below:

   Setting	Description
   Set Sync frequency - Polling	This option looks to see if there have been any changes to Salesforce Opportunities that are not yet reflected in Outreach. This must be enabled for any Inbound Create and Inbound Update toggles to process correctly.
   Create new opportunities in Outreach	This option looks to see if there are any new opportunities in Salesforce that should be added to Outreach. If so, Outreach will pull the opportunities into the platform.
   Update existing Opportunities in Outreach	The integration will look up to Salesforce to see if existing opportunities have any updates that are not yet reflected in Outreach. If so, the integration will update the opportunities with current information.

5. On the Advanced Settingstab, enable the optional settings as desired:

   Setting	Description
   Create associated contacts when syncing into Outreach	When an opportunity is created in Outreach, the integration will also create any contacts associated with the opportunity.
   Sync data from CRM after a record is manually created in Outreach	When opportunities are manually created in Outreach, the integration will search for the associated opportunity in Salesforce and pull in the relevant data.

6. Confirm the Create in Salesforce and Update in Salesforce options are disabled and click Save.
   Note: Opportunities have many validation rules that must be met to create or update opportunities. Because there is no visibility into validation rules from within Outreach, the creation and updating of opportunities should remain in Salesforce.
7. Navigate to the Set Field Mapping section and add the Opportunity Type, External Created Date, and Prospecting Rep ID fields as applicable.
   Note: Adding these fields will assist Outreach with Opportunity Attribution.
8. Enable the Update Outreach options where applicable and click Save.
9. Click the Opportunity Contact Roles object.
10. On the Configurationtab, enable the Polling and Sync into Outreach options as outlined below:

    Setting	Description
    Set Sync frequency - Polling	The Outreach integration will look up to Salesforce to see if there have been any changes in the Salesforce Opportunity contact roles that are not yet reflected in Outreach. This must be enabled for any Inbound Create or Inbound Update toggles to process correctly.
    Automatically push changes to Salesforce	Outreach will compare the contact role in Outreach to the contact role in Salesforce. If they do not match and the contact role was recently updated in Outreach, the integration will update the contact role in Salesforce. Opportunity Contact Roles only sync one way — from Salesforce to Outreach, not from Outreach to Salesforce.
    Create new Opportunity contact role in Outreach	The integration will look up to Salesforce to see if there are any new opportunity contact roles that should be added to Outreach. If so, Outreach will pull the data into the platform.
    Sync data down after manual create inside Outreach	When opportunity contact roles are manually created in Outreach, the integration will search for the associated opportunity in Salesforce and pull in the relevant data.
    Update existing Opportunities	Outreach will look up to Salesforce to see if existing opportunity contact roles have updates that have not been synced to Outreach. If so, Outreach will update the prospect with the current opportunity contact role.

11. Click Save.
12. On the Configuration tab, add the Opportunity, Prospect, Role, and Primary fields as applicable.
13. Enable the Update Outreach options for the new fields and click Save.
14. Click the Opportunity Stages object.
15. On the Configuration tab, add the Name, Order, Active, Is Closed, and Is Won fields as applicable.
16. Enable the Update Outreach options for the new fields and click Save.
17. Click the Mappings tab, map the existing Outreach Opportunity Stages to the associated Salesforce Opportunity Stages, and click Save.

The Opportunity objects will now sync with Salesforce as configured.

Complete the disabling the Fallback Sync Option on Integration Types process and sync calendar events to an opportunity as applicable.

Additional Information

• Outreach University - Using Outreach within Salesforce
• How To Disable Fallback Sync Options
• How To Add Opportunity Stages to Outreach
• How To Map Salesforce Opportunities to Outreach