How to sync [Auto] or [Manual] email type up to CRM

Objective

When sending one off emails or sequence emails.  To sync the emails to CRM to track if the email is a manual email or an auto email type.

Applies To

• Admin users
• Advanced Task Mapping
• Emails sent from Outreach
• Emails sent with Outreach using Outreach Chrome Extension or Outreach for Outlook add-in 

Procedure

1. Navigate Administration page > Integrations > CRM.
2. Click into the the Task <> Mailing object.
3. Find the field mapping Subject <> Custom Template, click on the 3 dots and select Template Settings.
4. Look for the {{auto_manual}} variable and click on it to add to the template section on the right side.

Note: This variable can be repositioned anywhere within the template to come before or after any of the other variables.

Additional Information

Advanced Task Mapping FAQs
Outreach Advanced Task Mapping Settings for Email Tasks