Activities Associated with Opportunities Not Syncing to CRM

Symptom

Activity associated to an opportunity being completed on a prospect (e.g. calls, emails, meetings) does not sync to CRM.

Applies To

• Outreach Admins
• Opportunities

Resolution

The first step to resolve this issue, assuming the prospect and Outreach user are currently mapped between Outreach and CRM, is to make sure the opportunity is currently mapped between Outreach and CRM. 

To do this, follow the steps below:

1. Under Administration settings > Integrations > CRM, click on Opportunity <> Opportunity object.
2. Click on Record Mappings tab.
3. Select the opportunity in CRM and corresponding opportunity in Outreach from the drop downs. 
4. Save

   

5. Once the opportunity mapping has been created between Outreach and CRM.  Proceed to force-sync the activity to CRM.

 Notes

• If the opportunity exists in Outreach and does not exist in CRM.  You will need to create the opportunity in CRM and proceed with the steps from above. 

Cause

When an activity (e.g. calls, emails, meetings) is associated to an opportunity in Outreach and the opportunity is not mapped to CRM.  It will cause the activity not to sync.

Additional Information

• How to Force-Sync Activities to a CRM
• Remapping Individual Outreach Records