Configure Multi-account Prospect Call Association

Objective

Attribute call activity to a specific account when the same prospect is associated with multiple accounts, and sync that activity back to Salesforce.

Applies To

• Outreach Admins

Before You Begin

Complete the following before you set up multi-account prospect call association:

• Contact your GTM AI Advisor or Outreach Support to verify your Salesforce syncing method. Confirm that the sync uses Advanced Task Mapping (ATM), not Standard Task Mapping (STM).
• Make sure Contacts to Multiple Accounts is enabled in Salesforce. For details, refer to Set Up Contacts to Multiple Accounts in the Salesforce documentation.

Overview

Multi-account prospect call association lets sellers attribute call activity to a specific account when the same prospect is associated with multiple accounts. Outreach syncs the activity back to Salesforce, so account records reflect more accurate call activity reporting.

Procedure

1. Log in to Outreach as an Admin.
2. Go to Administration > Records > Accounts > General.
3. Select Allow prospects to be associated with multiple accounts.
4. Go to Integration > CRM to configure the CRM sync in Outreach administration.
5. In the Object Mapping section, click Add mapping.
6. For the Salesforce object, select Account Contact Relationship.
7. For the Outreach object, select Account Prospect Relationship, then click Save.
8. Click the Account Relationship object row and configure the relationship object as follows:
9. Set the field mapping for Contact ID and Account ID into Outreach, using the mapped fields Contact and Account.
10. Set the sync frequency to fit your needs, then click Save.
11. Configure the Task object. In the field mapping, select Associate ID instead of Opportunity.
12. In the Related to Associate ID row, click Advanced settings, set Mapped field to empty, and click Save.
13. Validate the data synced from your CRM. In Outreach, find a prospect with relationships to multiple accounts and verify that the new Related Accounts tab is available on the prospect.

Log a Call Activity to a Specific Account

After you set up multi-account prospect call association, sellers can select an Account or an Opportunity to associate the call with when they make a one-off call task.

Additional Information

FAQ

Can I associate a call with both an Account and an Opportunity?

No. You can select either an Account or an Opportunity, but not both at this time.

Can I associate automated calls from sequences with an account?

No. Only manual calls can be associated with an account at this time. Automated calls from sequences aren't available.

Can I filter calls by account?

Yes. You can use Related Account as a filter for calls per prospect.