How To Sync Outreach Success Plans to a CRM

Purpose:

The purpose of this article is to provide direction to Outreach Admins in mapping Success Plan fields to sync with a CRM.

Outreach provides three new plan-related fields that can be pushed to Opportunity records in a CRM to provide more visibility into Success Plan information within an Org's CRM.

Intended Audience:

• Outreach Admins

Notes:

• Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.

Before Completing this Process:

Outreach Admins must create the three specific Success Plan fields in the Org's CRM as described in the table below to complete this process:

How To Sync Outreach Success Plans to a CRM:

1. Access the Outreach Platform.
2. Navigate to the CRM Plugin.
3. Click the Opportunity <> Opportunity Object in Types  list view.
4. Click Sync in the menu bar and click to enable the Pushing option.
5. Click to enable the Outbound Update option.
   Note: Admins wanting to avoid Outreach ever attempting to update an Opportunity without an associated Success Plan must add the condition as outlined in the table below:

   Status	Condition
   Plan Link	Is Not Empty Condition Set to All
   Plan Status	Is Not Empty Condition Set to All

   
   Note: Outreach advises Admins disable Opportunity Updates in Governance Settings as applicable to provide an additional layer of safeguard against attempted updates on other Opportunity fields.
6. Click Save.
7. Click the Fields tab in the menu bar.
8. Click Add and map the Success Plan fields as described in the table below:

   Outreach Field	CRM Field
   Plan Link	Plan Link
   Plan Next Steps	Plan Next Steps
   Plan Status	Plan Status
9. Click Save. The CRM Plugin settings have been updated as configured.

Additional Resources:

Outreach Governance Profile Settings Overview

Outreach Plugin Overview

How To Map a Field in Outreach