Using Guided CRM Sync in Outreach

Objective

Using the guided CRM Sync function when configuring to avoid sync errors.

Applies To

• CRM
• Outreach Admins

Procedure

1. Log in to Outreach as an Admin.
2. Click Settings.
3. Navigate to Integrations > CRM Sync.
4. Open any object mapping.
5. Select Add mapping. A new field mapping side panel will open.
6. Select the fields for mapping. It will do automatic field type validation. If the field is a reference type, it will prevent you from creating the field mapping unless the reference field type is mapped. 
7. Click Save.