Objective
Learn how data flows in and out of Outreach — connecting and syncing your CRM, mapping fields, enriching records, surfacing signals, and running the MCP server.
Applies To
- Product area: Data & Signals
- Audience: Admins, with signals surfacing for sellers
Overview
Enrichment Data & Signals is where Outreach connects to your other systems and keeps data flowing. Use the areas below to learn how each one works and how to put it into practice.
- CRM Overview & Connection — Connect your CRM and manage the plugin, sync toggles, and poller.
- Syncing Setup — Configure sync — record matching, deduping, and activity sync.
- Field Mapping — Create and manage field mappings between Outreach and your CRM.
- Importing Records — Import records from CRM reports, CSV, and historical data.
- Salesforce — Salesforce-specific connection, sync, and configuration.
- Microsoft Dynamics — Microsoft Dynamics-specific connection, sync, and configuration.
- HubSpot — Connect and sync Outreach with HubSpot.
- Custom Objects — Create and sync custom objects, and use them in templates and triggers.
- Smart Data Enrichment — Set up Smart Data Enrichment across multiple data providers.
- Signals & Intent — Configure buyer intent scoring, intent topics, and website signals.
- Knowledge & Seller Content — Manage Knowledge and seller content in Outreach.
- Data Sharing & Connectors — Share data via Snowflake, Databricks, and connectors.
- Third-Party Connectors — Connect third-party apps and marketplace integrations.
- MCP — Run the Outreach MCP server and connect it to external AI tools.
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