Salesforce Integration

Automatic, Real-Time Updates in and out of Salesforce

Real-Time Bi-Directional Sync

Real-Time Bi-Directional Sync

Outreach's intelligent bi-directional sync ensures complete fidelity between data in both systems.

All activities executed in Outreach — calls, emails, etc — are automatically logged in Salesforce and conflict resolution detects and resolves conflicts to keep data pristine. It works in Salesforce Aloha and Lightning editions.

Screenshot Screenshot

Key Features

  • Icon

    Customizable Fields and Field Updates

    Specify which fields on an object should receive updates, both from Outreach to Salesforce and from Salesforce to Outreach.

  • Icon

    Lead Conversion Detection

    Outreach automatically detects when leads are converted to contacts, dynamically remaps to the contact, and pulls data in to stay up to date.

  • Icon

    Account Enrichment

    When a prospect is mapped to a contact, Outreach will ensure the account is pulled in and the prospect is automatically assigned to it.

  • Icon

    Explicit Role Mapping

    Map users to the right role in the role hierarchy just once – updates take care of themselves.

  • Icon

    Data Reversion Protection

    Outreach performs real-time version control in data transfer to ensure that if both records have changed, the more recent update will survive.

  • Icon

    Salesforce Native

    The power of Outreach lives in Salesforce. Create a report, import a single lead/contact, and click to engage (email, sequence, call) without interrupting your workflow.