Once you’ve logged into SalesIntel’s RevDriver and selected the contact you wish to export, follow the given steps:
1. Click on Export to CRM drop-down menu and then select Outreach from the drop-down menu.
2. On the next screen, if you have turned on Prompt for Workflows and Contact Owners you will be able to see the following Prompts:
i) If you opt ‘Prompt for Tags’, on the next screen you can enter tag/tags while exporting the contact. This is an optional.
ii) If you opt ‘Prompt for Sequence’, you’ll get a list of active Sequences to choose from. You can select any one of the Sequence from the list. Once selected, click ‘Next’. This is an optional.
3. On the next screen you will prompt for Mailbox, Please select the Mailbox and then click on next to initiate the export process. This is an optional.
4. If SalesIntel discovers any duplicate email addresses, you’ll get a duplicates pop-up.
You can resolve duplicates by:
i) Updating all fields.
ii) Updating empty fields only.
iii) Skip duplicates.
5. Based on the options you selected, the export process will begin.
6. Once exported, a success message will pop up and you’re done. The contact will be exported as Prospects.
Imp Note: Make sure that you are already logged in with your Outreach credentials under SalesIntel's web portal, in a case if you are not logged in then you will not be able to Export contacts to Outreach CRM.