How do I configure record matching/record deduping between Outreach and my CRM?

Created by David Sullivan, Modified on Tue, 31 Mar at 2:14 PM by David Sullivan

Objective

To configure the record deduping in the Outreach CRM integration

Applies To

Salesforce.

Microsoft Dynamics.

Outreach CRM integration.

Users with Admin or CRM integration access profiles.

Before You Begin

Choose an object/entity, for example account.
Choose fields for record matching/deduping.
Determine if record matching/deduping will be enabled for bidirectional, Salesforce to Outreach, or Outreach to Salesforce.
Map any fields that will be used for record matching/deduping.

Procedure

Navigate to the CRM integration
Select the desired object/entity
Scroll to the mapped field that will be used for record matching/deduping
Select the “...” menu on the right side
Select Advanced configuration
Set the Record Deduping drop down to: “When syncing both ways”, “When syncing from Salesforce into Outreach”, “When syncing from Outreach into Salesforce”, or “off”

Additional Information

Avoid record matching/deduping on long text fields.

Avoid using more than 5 fields for record matching/deduping.

Outreach support cannot advise which fields should be used for record matching/deduping. Every business is unique and fields used for record matching/deduping need to be determined based on business need, workflows, and familiarity with CRM records.