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How To Manually Sync Prospect Records with the CRM

Khaled
Updated

Objective

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

Applies To

  • Outreach Admins
  • Outreach Users
  • CRM Sync

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.

Procedure

  1. Access the Outreach Platform.
  2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
  3. Sort, filter, and select the applicable Prospect/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. 
    Ignore Integration 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 sync of all fields for selected prospects 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 records sync From/To the CRM as configured.

Additional Resources 

Outreach Governance Profile Settings Overview

 

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