If you're a new Outreach user or an admin looking to integrate Outreach.io with Salesforce, you're in the right place.
Integrating these two platforms can help you streamline your sales process and save time, but figuring it out on your own might seem overwhelming at first.
But don’t worry—I’m here to help. In this blog, I’ll walk you through the 9 simple steps to integrate Outreach.io with Salesforce.
Here are the Quick steps to integrate Outreach.io with Salesforce:
- Log into Outreach.io.
- Go to the "Settings" tab.
- Click on "Plugins" under System Configuration.
- Add Salesforce as a CRM.
- Grant access by logging into Salesforce.
- Configure sync options for inbound and outbound data.
- Disable "Outbound Create" in sync settings.
- Map fields between Outreach and Salesforce.
- Test the integration with a small data sync.
For a detailed explanation of each step and to avoid potential pitfalls, be sure to read the full post. I’ve broken it down in simple terms, so you won’t miss a thing!
Let’s get started!
9 Steps to integrate Outreach.io to Salesforce
Step 1: Access the Settings in Outreach.io
Log into your Outreach.io account. From the main dashboard, click on the "Settings" tab located in the side menu.
Step 2: Navigate to the Plugin Section
In the Settings menu, scroll down to the "System Configuration" section. Here, you’ll find an option labeled "Plugins." Click on it to continue.
Step 3: Add Salesforce as a CRM
In the Plugins section, click the "Add" button. From the available options, select either "Salesforce" or "Salesforce Sandbox," depending on which environment you are working in.
Step 4: Grant Access to Salesforce
You will be prompted to log in to your Salesforce account. Enter your credentials and click "Allow" to give Outreach access to Salesforce, allowing the sync process to work smoothly.
Step 5: Configure Sync Options
After connecting, you’ll be directed to the sync settings. Enable both "Inbound Sync" (to bring data from Salesforce to Outreach) and "Outbound Sync" (to push updates from Outreach to Salesforce).
Step 6: Disable Outbound Create
In the sync settings, disable the "Outbound Create" option. This ensures new records are created in Salesforce first and then synced to Outreach, maintaining data consistency.
Step 7: Configure Field Mappings
Go to the "Field Mapping" section. Here, match important fields between Salesforce and Outreach, like Leads, Contacts, and Opportunities. Make sure to include key fields like Rep ID, Created Date, and Opportunity Type.
Step 8: Validate and Save
Once you’ve configured all the field mappings and sync settings, click "Save." It’s important to save your progress to avoid losing any changes.
Step 9: Test the Integration
Finally, test the integration by syncing a small batch of data between Outreach and Salesforce. This ensures that the integration is functioning correctly and data is syncing in both directions.
Pro Tip: Avoiding Data Duplicates
Data duplicates can create confusion and errors. Here’s how to avoid them:
- Turn off fallback sync: This stops Salesforce from creating extra records when it doesn’t find a match.
- Check your sync settings: Make sure they are set to avoid creating duplicate entries.
- Review your data regularly: Doing this helps you keep your system clean and accurate.
2X Your Outreach Pipeline Now!
Using APIs for Custom Salesforce and Outreach Integration
If you need more control over the integration, APIs are useful. Here’s why:
- APIs let you customize: You can set up the integration to meet your specific needs, more than the standard options allow.
- Use OAuth for security: OAuth allows safe access to your data without needing to share login details.
- Create custom fields: This helps Salesforce and Outreach to understand each other’s data better.
Tip: If this feels too complicated, it’s a good idea to ask a developer to help with custom setup.
Troubleshooting Common Integration Issues
Sometimes things go wrong, but here’s how you can fix common problems:
- Syncing delays: If the sync is slow, try restarting the process or check your connection. Often, this solves the delay.
- Conflicting data: If the data doesn’t meet Salesforce’s rules, the sync might fail. Review these rules or ask for support.
- Broken integration: If the sync stops working, follow the steps to reconnect Outreach and Salesforce. This usually fixes the problem.
By following these steps, you can keep the integration between Outreach and Salesforce running smoothly without issues like duplicate records or syncing errors.
Best Practices for New Outreach.io Users
When you’re getting started with Outreach and Salesforce integration, a few best practices can help everything run smoothly.
1. Regularly review field mappings
Field mappings control how data moves between Outreach and Salesforce. If these mappings aren’t right, data can end up in the wrong place or get lost. Reviewing them regularly will help you avoid issues.
- Check your field mappings frequently.
- Adjust them when new fields are added to either platform.
2. Collaborate with CRM admins
Work closely with your CRM admins to optimize the integration. They can help you tweak settings in Salesforce to make sure Outreach syncs properly with your CRM.
- Collaborate with CRM admins to fine-tune settings.
- Optimize automation rules to reduce manual work.
3. Monitor data syncs regularly
Keeping an eye on the sync between Outreach and Salesforce is essential. Even if things seem to be running smoothly, it’s good practice to monitor syncs regularly to catch any potential issues early.
- Set up regular checks for data syncs.
- Address any syncing problems as soon as they arise.
While you’re focusing on fine-tuning your integration, there’s another area that often gets overlooked: email deliverability.
4. Improve Your Outreach.io Email Deliverability by Avoiding Spam Filters
As an Outreach user, you might already be experiencing emails landing in spam folders.
That’s where SendSure can help.
- Domain Rotation: SendSure’s domain rotation ensures your emails are sent from multiple domains, reducing the chance of your primary domain being flagged by spam filters.
- Email Verification: With SendSure’s advanced email verification, your emails reach valid inboxes, lowering bounce rates and improving your sender reputation.
Note: SendSure is the only solution that supports domain rotation within Outreach.io and SalesLoft.
Why this matters to Outreach Users?
Improving email deliverability is crucial for your outreach success. With SendSure, you can ensure that 95% of your emails land in your recipients' inboxes, allowing you to focus on what matters most—growing your business.
By combining these best practices with SendSure, you'll have a powerful setup for both data accuracy and successful email outreach.
Conclusion
Integrating Outreach.io with Salesforce is a great step toward streamlining your sales process, but ensuring your emails land in the right inboxes is just as important.
That’s where Sendsure can make a difference by improving your email deliverability. With clean data and accurate syncing, you’ll avoid duplicates and errors, allowing you to focus on growing your pipeline.
