Optimizing your CRM Plug-In Health
Hosted on the 1st and 3rd Wednesday of every month at 9:00 AM PDT
Outreach's CRM plug-in is a powerful tool that uses bi-directional syncing to seamlessly transfer data to and from your customer relationship management system. Maintaining your plug-in's health ensures that your team has access to the most up-to-date information, whether they're working in your CRM system or Outreach directly.
Join us as our Outreach experts share how they leverage the CRM plug-in to optimize operations, maintain data accessibility and ensure accuracy for their team. By the end of the session, you'll be able to:
- Understand pre-connection considerations
- Audit your CRM Plug-In
- Review the Plug-Ins Dashboard within Outreach
- Set limits on total daily API Calls within Outreach
- Export CRM Plug-In error logs
- … And more!
Learn from the Outreach Experts how Admins are leveraging Outreach's plug-in feature to optimize their operations, data accessibility, and ensure accuracy.
All sessions will be recorded and available to each participant afterwards. Register today!
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