Maintaining and optimizing your Outreach <> CRM Sync
Hosted once per month on Wednesday at 9:00 AM PDT
Tune up your instance with real time guidance from Outreach experts. During the session hosts will do a deep dive on auditing your instance, including configurations, setting API limits, and exporting your CRM error log to resolve issues.
Come to the session with questions where you’ll be able to engage with CSMs for real time guidance on:
- How to export error logs
- Suggestions for getting records directly from a prospecting tool into Salesforce
- Reviewing CRM error logs to diagnose and resolve issues
- How to bulk add prospects to a sequence from a Salesforce report
- Best practices for field mapping
- And more!
All sessions will be recorded and available to each registrant afterward.
Want to learn more about this topic? Check out these resources: