How To Sync Outreach Prospect Records to a CRM

Purpose:

The purpose of this article is to provide direction to Outreach Admins in manually syncing an individual Prospect record to a CRM.

Intended Audience: 

• Outreach Admins

Notes: 

• Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article. 
• Outreach automatically looks for changes in records in both the Outreach Platform and the CRM instance; however, depending on the plugin's settings, changes may not be synced immediately.
• Outreach allows the syncing of Prospect records to capture and import new and updated information immediately through a manual import process.
• Manually syncing records takes up more API calls than allowing a record to automatically update through the plugin and could potentially exceed API call quota.

How To Sync Outreach Prospect Records to a CRM: 

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
3. Sort, filter, and select the applicable Prospects. 
4. Click the More Options icon (...) and select Synchronize with CRM.
   Note: CRM will be the Organizations CRM such as Salesforce or Microsoft Dynamics.
5. Select the applicable action and options based on the descriptions in the table below:

   Action	Description
   Pull data down from CRM	Updates the record in Outreach with the latest information from the CRM.
   Push data up to CRM	Updates the Lead or Contact in the CRM with the latest information from Outreach.
   Find corresponding object without changing data	Connects the Object ID used in the CRM based on a shared email address.
   Skip Plugin Filters and Conditions	Ignores any conditions set on Inbound/Outbound Update in the CRM.  Note: Syncing this option will bypass the plugin's configuration settings.
   Force update of all fields	Updates Outreach or the CRM with the latest values regardless of whether or not there is a new Modified By date since the last polling cycle.  Note: Syncing this option will bypass the plugin's configuration settings.
6. Click Sync.
   
   The applicable Prospect record sync to Salesforce as configured.

Additional Resources: 

Outreach Governance Profile Settings Overview