Empower your sales team to act upon customer activity by pushing enriched customer data from your warehouse into Outreach
After selecting Outreach from our Destinations catalog, you will be prompted to initiate an OAuth flow. You will then be redirected back to Hightouch.
Hightouch supports syncing to the following Outreach objects:
Sequence States(instance of a prospect within a seequence)
Here are the possible modes for how to alter Outreach objects:
- Upsert — pushes new objects to Outreach and updates fields that change in your warehouse.
- Update — updates particular fields on existing objects in Outreach. It does not add new objects.
Sequence States will only have insert mode
- Insert — pushes new objects to Outreach. It does not update any objects.
Records can be matched from your source to your Outreach workspace by the given fields in the dropdown.
The record should be matched using a unique identifier, otherwise the intended records may not be updated properly.
You can sync columns from your source to Outreach's object properties, including custom fields, and relationships. You will still need to refer to the custom field number, despite having a different custom display name.
Syncing sequence state objects is adding prospects to their corresponding sequences. In order to successfully start a sequence and engage with the prospect, you must make sure your sequence has the correct settings and sending and syncing messages from mailbox are enabled (if emailing).
Creating a sequence state requires that you have information on all of these Outreach objects:
Here is an example on how to set up the configurations:
You will select a field from your model to match to the corresponding object. You need to make sure you are using a unique identifier. Hightouch will use that to look up each of the corresponding object's ID and combine them to create a sequence state.