People.ai Integration Setup in the Salesforce Plugin

Objective

Complete the integration of Outreach and People.ai as an Outreach User by adding a unique message ID to your Salesforce Task object, which allows People.ai to identify which mailings have already synced with Outreach, and which ones have not yet synced. This ensures duplicate activities are not pushed to Salesforce.

Applies To

• Outreach Users
• Outreach Admins
• People.ai
• Salesforece

Before You Begin

• Outreach’s Advanced task mapping feature must be enabled for People.ai & Outreach to work together without duplication.
• For more information regarding adding and enabling this feature, contact your AE. 

Procedure

Adjust the Lead and Contact Salesforce Objects in Outreach [Admins Only]

1. Log in to Outreach as an Admin.
2. Click Administration > Integrations > CRM.
3. Click into the Salesforce plugin.
4. Under the Set object mapping list, click the Lead type object.
5. Click to open the Advanced settings tab.
6. Under Messages & events, disable the toggle (uncheck the box) labeled Outbound messages sent within Outreach.
7. Enable the toggle (check the box) labeled Include message ID for field events. This allows Outreach to push message IDs from Outreach emails into Salesforce. People.ai checks the message ID before creating a new activity in Salesforce. Enabling this toggle prevents duplicate activities.
   Note: If you do not see this toggle, please reach out to our Support team.
8. In the text field below the option Include message ID for field events, insert the API field name that you’re using for their Message ID field. (If this is not a custom field, you can keep the default provided by Outreach.)
9. Click Save.
10. Return to the Salesforce plugin main screen.
11. Under the Set object mapping list, click the Contact type object.
12. Repeat steps 5-9 above.

Adjusting the Task Salesforce Object in Outreach [Users OK]

1. Navigate back to the Salesforce plugin main screen. 
2. Select the Task <> Mailing object.
3. On the top of the page, click on “fields”. 
4. Click the add button on the top right-hand side of the page and scroll to the bottom of the list of mappings. Map the Outreach Message ID field to the Salesforce Message ID field.
5. To the right of your new field mapping, make sure the “updates out” checkbox is enabled.
6. Save your changes.

Before the integration is complete, make sure you connect with the client success and support team at People.ai to set up their side of the integration.