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

Notes

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 on disabling the Fallback Sync option, refer to the How to Disable the Fallback Sync Option on Plugin Types article.
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 regarding these and related content, refer to the Additional Resources section at the end of this article.
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

Access the Outreach Platform.
Access the Salesforce Plugin.
Click the Opportunity object.

On the Sync tab, click to enable the Polling and Inbound sync options as outlined in the table below:

Setting	Description
Periodically poll Salesforce for new and changed Opportunities	This option looks to see if there have been any changes to Salesforce Opportunity that are not yet reflected in Outreach. This must be enabled for any Inbound Create and Inbound Update toggles to process correctly.
Inbound create new Opportunities	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 Outreach Platform.
Inbound create associated contacts	When an opportunity is created in Outreach, the plugin will also create any contacts associated to the Opportunity.
Sync data down after manual create inside Outreach	When opportunities are manually created in Outreach, the plugin will search for the associated opportunity in Salesforce and pull in the relevant data.
Update existing Opportunities	The plugin will look up to Salesforce to see if existing opportunities have any updates that do not yet reflect in Outreach. If so, the plugin will update the Opportunities with current information.

Confirm the Outbound Create and Outbound Update options are disabled and click Save.
Note: Opportunities have many validation rules that must be met to create new opportunities or update existing opportunities. Because there is no visibility into validation rules from within Outreach, the creation and updating of Opportunities should remain in Salesforce.
Click Fields in the menu bar 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.
Click to enable the Update In options where applicable and click Save.
Click the Plugin link to return to the Types tab.
Click the Opportunity Contact Roles object.

Click the Sync tab and click to enable the Polling, Inbound sync, and Outbound sync options as outlined in the table below:

Setting	Description
Periodically poll Salesforce for new and changed Opportunities	The Outreach plugin 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 plugin will update the contact role in Salesforce.
Create new Opportunity prospect roles	The plugin will look up to Salesforce to see if there are any new opportunity contact roles in Salesforce that should be added to Outreach. If so, Outreach will pull the date into the Outreach platform.
Sync data down after manual create inside Outreach	When opportunity contact roles are manually created in Outreach, the plugin 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 in Salesforce have updates that have not been synced to Outreach. If so, Outreach will update the Prospect with the current Opportunity contact role.
Create new Opportunity contact roles	Outreach will create the new Contact Role type in Salesforce if it does not already exist.
Update Existing Opportunity Contact Roles	Outreach will associate the contact and the assigned contact role to the opportunity in Salesforce.

Click Save.
Click the Fields tab in the menu bar and add the Opportunity, Prospect, Role, and Primary fields as applicable.
Click to enable the Update In options for the new fields and click Save.
Note: Click to enable the Update Out options for the Role and Primary fields.
Click the Plugin link to return to the Types tab.
Click the Opportunity Stages object.
Click the Fields tab in the menu bar and add the Name, Order, Active, Is Closed, and Is Won fields as applicable.
Click to enable the Update In options for the new fields and click Save.
Click the Mappings tab and 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 Plugin Types process and sync calendar events to an opportunity as applicable.

Enhanced CRM Sync Beta

Access the Outreach Platform.
Access the Salesforce integration.
Click the Opportunity object.

On the Configuration tab, click to 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 Opportunity 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 Outreach Platform.
Create associated contacts in Outreach	When an opportunity is created in Outreach, the integration will also create any contacts associated to the Opportunity.
Sync data down after manual create inside Outreach	When opportunities are manually created in Outreach, the integration will search for the associated opportunity in Salesforce and pull in the relevant data.
Update existing Opportunities in Outreach	The integration will look up to Salesforce to see if existing opportunities have any updates that do not yet reflect in Outreach. If so, the integration will update the Opportunities with current information.

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 new opportunities or update existing opportunities. Because there is no visibility into validation rules from within Outreach, the creation and updating of Opportunities should remain in Salesforce.
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
Click to enable the Update Outreach options where applicable and click Save.
Click the Opportunity Contact Roles object.
Click the Configuration tab and click to 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.
Create new Opportunity contact role in Outreach	The integration will look up to Salesforce to see if there are any new opportunity contact roles in Salesforce that should be added to Outreach. If so, Outreach will pull the date into the Outreach 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 in Salesforce have updates that have not been synced to Outreach. If so, Outreach will update the Prospect with the current Opportunity contact role.

Click Save.
Click the Configuration tab in the menu bar and add the Opportunity, Prospect, Role, and Primary fields as applicable.
Click to enable the Update Outreach options for the new fields and click Save.
Click the Opportunity Stages object.
Click the Configuration tab in the menu bar and add the Name, Order, Active, Is Closed, and Is Won fields as applicable.
Click to enable the Update Outreach options for the new fields and click Save.
Click the Mappings tab and map the existing Outreach Opportunity Stages to the associated Salesforce Opportunity Stages and click Save.