How To Import a Lead, Contact, or Account to Outreach from a CRM

Purpose:

The purpose of this article is to provide direction to Outreach users in importing a single Lead, Contact, or Account from a CRM to Outreach.

Organizations operating multiple Plugins connected to a single instance (i.e. a Production instance and Sandbox CRM instance) will only be able to pull records from the first instance connected.
If you're using Salesforce and adding multiple Leads, Contacts, or Accounts at once, Outreach recommends creating and importing a Salesforce report. For more information on creating a Salesforce report, refer to the Importing a Salesforce Report into Outreach article.
Outreach recommends relying on this import method if the Outreach Everywhere chrome extension is not installed. For more information on importing records from a CRM via the Outreach Everywhere, refer to the applicable Outreach Everywhere articles.

Access the Outreach Platform.
Click the Quick Actions button.
Select CRM Load from the Quick Actions dropdown menu.
Select the applicable object type.
Input the name of the record into the search field.
Click Import. If syncing an Account, you have the option to bring in all Contacts under that account at the same time.
Note: Depending on your Plugin settings, if you are syncing in a Contact you may also create a new Account.