Objective
Learn to create a trigger in Outreach to sync sub-statuses to a CRM.
Applies To
- Outreach Admins
Before You Begin
Introduction
While many users may work with Lead and Contact Statuses, some organizations also have a status reason for sub-status that further categorizes a Lead or Contact status.
Example: An organization may only have three Lead statuses, but one of those statuses has two sub-statuses such as:
- Qualified
- Qualified - Contacted
- Qualified - Customer
- Nurture
- Open
In order to sync these sub-status reasons correctly with a CRM, Outreach Admins need to create and map custom fields that represent the sub-statuses, add applicable stages, and configure triggers to sync the actions accordingly.
Before Completing This Process
- Add and Map a Custom Field to a Status Reason
- Add Stages that correspond to the Status and Sub-Status reasons
Note the Following
- Outreach does not map to sub-statuses by default. Organizations needing to map to a sub-status must map a Prospect Custom Field within the platform to the corresponding field in CRM. For more information on custom fields and field mapping, see Additional Information below.
- The following process uses Custom Fields as examples to illustrate the direction possible for configuring triggers to sync for sub-statuses with a CRM. Admins should use the fields that are most relevant to completing this task for the org's workflow.
- Content contained in brackets [ ] requires Admins to select the value or field that best represents the status/sub-status fields to sync.
Procedure
- In the Outreach platform, click Administration > Workflow automations > Triggers.
- Click the Add trigger button in the upper right of the page.
- Give your trigger a Name.
- Under Set trigger event, configure the following:
- Object: Prospect
- Event: Updated
- Under Define trigger action settings, configure the following:
- Target: Prospect
- Frequency: [Select the applicable frequency]
- Under Add prospect conditions, click + Add Condition.
- Configure condition 1 as follows:
Configuration Example If [Status/Sub-Status field] is not [Status/Sub-Status] SubStatus (Custom 12) is not Contacted - Click + Add > Condition.
- Configure condition 2 as follows:
Configuration Example And Stage is [Status/Sub-Status] Stage is Qualified - Contacted - Under Actions, click + Add action or advanced logic > Set field.
- Configure trigger action 1 as follows:
- Field Name: Stage
- Field value: [Select the applicable sub-status value]
- Click + Add action or advanced logic > Set field.
- Configure trigger action 2 as follows:
- Field Name: [Select the applicable sub-status value]
- Field value: [Input the applicable field value]
- Click Save.
- Back on the All triggers landing page, to the far right of your newly created trigger, click the More actions (...) icon.
- Click Activate. The new trigger will process as configured.