How To Map Outreach Engagement Fields to Corresponding Salesforce Fields

Purpose: 

The purpose of this article is to provide direction to Outreach admins in mapping Outreach Engagement fields to the corresponding Salesforce fields for better data synchronization. 

Intended Audience: 

• Outreach Admins 

How To Map Outreach Engagement Fields to Corresponding Salesforce Fields

1. Access the Outreach Platform. 
2. Access the CRM Plugin Settings. 
3. On the Types landing page, click the Lead object. 
4. On the Lead settings page, click the Fields tab.
   
5. Click Add in the top-right corner.
   Note: The new field is added to the bottom of the Mapped Fields list.
6. Select Current Sequence Name from the Outreach Field dropdown menu. 
7. Select Current Sequence Name from the Salesforce Field dropdown menu.
8. Click Save.
   
   Note: Click to enable the Updates Out option to push data to Salesforce.
   The Engagement field has been successfully mapped. 

Additional Resources: 

How To Create a Sequence

Sales Hacker: How to Create, Maintain, and Measure Outreach Sequences

University - Core Concepts 

University - Sequence Maneuvering