ConnectAndSell Outreach Integration: Create a Test Call List

Objective

Create a test call list with ConnectAndSell in Outreach as a User.

Applies To

• Outreach Users
• ConnectAndSell
• Outreach Integrations

Create a Test Call List

1. Log in to the ConnectAndSell application.
2. Click the Call Lists link at the top of the page.
3. Click the New List button.
4. Enter a name for the list.
5. Confirm the data source selected is Outreach.
6. Click Next.
7. Enter your Outreach ID exactly as it appears in your Outreach Personal settings (user avatar/initials > Personal settings >Your account > Outreach ID).
   Note: You will only need to complete this step the first time you create a list.
8. In the New Call List window, select the In Sequence Phone Call Tasks from the dropdown list and click Next.
9. In the Owner field select a User who has Sequenced Call Tasks that are due in Outreach.
10. Click Next.
11. Once the List preview is generated and you confirm that contacts are being pulled in for the User selected in Step 8, click Submit. You will see a Success message confirming the list was successfully created.
12. Click Close.

Additional Information

• Configure the API connection between ConnectAndSell and Outreach
• Mirror the Call Dispositions within ConnectAndSell and Outreach
• Load the Test Call List and Verify Data Flow between Outreach and ConnectAndSell

If you experience any challenges while completing this configuration please call the ConnectAndSell Support team at 1-888-297-5313 or email support@connectandsell.com.