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Outreach

Empower your sales team to act upon customer activity by pushing enriched customer data from your warehouse into Outreach

Setup

After selecting Outreach from our Destinations catalog, you will be prompted to initiate an OAuth flow. You will then be redirected back to Hightouch.

Syncing

Hightouch supports syncing to the following Outreach objects:
  • Accounts
  • Prospects
  • Sequence States (instance of a prospect within a seequence)

Sync Modes

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.

Record Matching

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.

Field Mapping

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 States

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:
  • prospects
  • sequences
  • mailboxes
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.

    Need help?

    Our team is relentlessly focused on your success. We're ready to jump on a call to help unblock you.

    • Connection issues with your data warehouse?
    • Confusing API responses from destination systems?
    • Unsupported destination objects or modes?
    • Help with complex SQL queries?

    or

    Feature Requests?

    If you see something that's missing from our app, let us know and we'll work with you to build it!

    We want to hear your suggestions for new sources, destinations, and other features that would help you activate your data.

On this page

SetupSyncingSync ModesRecord MatchingField MappingSyncing Sequence States

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