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Configure the SalesIntel-Outreach Integration

  • Updated

SalesIntel's Outreach integration allows users to export up to 1,000 contacts at a time to Outreach for prospecting use cases. The integration exports prospects along with their associated accounts.

Connect SalesIntel to Outreach

1. Login to SalesIntel at https://app.salesintel.io.

2. Go to the Outreach Settings for SalesIntel located under the ‘Welcome’ drop down menu

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3. Complete the Outreach login prompts to authenticate the connection.

You are now connected to Outreach and will be prompted to configure your settings and field mappings in SalesIntel.

General Settings

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  • Prompt for Sequence: Shows a list of sequences to which the contact can be optionally added during export.
  • Prompt for Tags: Allows the user to optionally add tags to the contact for tracking and organizational purposes.

Field Mapping

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Field mapping for Outreach is not customizable, with two exceptions. For State and Country values, the user may choose to use full names or abbreviations. If your data is being synced from Outreach to another tool, choose the compatible format as needed.

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