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. By default the three fields Contact Email, First Name and Last Name are already mapped. Map other fields as needed.
These mappings are used by the Outreach Connector when a prospect is updated or created in Outreach. Map the minimum fields required for creating the prospecting in your organization.
Note: Email is a required field.
Step 5: Configure Outreach Account ID and SDR Owner
Edit the connection to configure the Outreach connector.
The Outreach connector needs the fields on the Account that contain the Outreach Account ID and SDR Owner.
Note: Outreach Account ID and SDR Owner must be setup as "Other ID" fields when creating the Account template.