This guide will walk you through the process of connecting to Outreach. Setting up a connection enables users to sync the contacts from a Segment in D&B Lattice to a sequence in Outreach.
Step 1: Select Outreach connection and click Create
Step 2: Add the Outreach account
In the Outreach Authentication pop-up, click on Add a new account. Enter the Authentication name and click on Add.
Step 3: Provide the Outreach sign-in credentials and authenticate
Step 4: Setup mapping between D&B Lattice and Outreach
Define the field mapping to map a Contact in Lattice to a Prospect in Outreach. Choose an attribute group from Lattice - this attribute group must include a field for email.
We recommend also mapping contact first and last name.
Additionally, Lattice now support mapping up to 1000 additional fields from Lattice to Outreach - the only requirement is that you have a corresponding field in Outreach for this data. You can map firmographics, intent, model ratings, activity data or any custom account or contact attribute.