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- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Transaction Documents
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- Introduction to Transaction Documents
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Opportunity Field Mappings
Last updated : 17/12/2020A list of standard Workbooks fields that are synced from Opportunities to Outreach Opportunities
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
The following standard Workbooks fields are synchronised from People to Outreach Prospects when a new Person record is created or updated that meets the criteria.
| Workbooks Field Name | Outreach Field Name |
|---|---|
| Opportunity Name | Name |
| Close Date | Close Date |
| Probability | Probability |
| Amount | Amount* |
Custom Field mappings can be added as required. See here for more information.
NOTE: The Amount field in Outreach will only display in USD as Outreach does not currently support multi-currency. No exchange rate conversation takes place from the Document Currency to Outreach’s USD rate. If this value is important to your business in Outreach, create a Custom mapping to sync the Opportunity Amount to an Outreach Custom field to show it correctly.