By connecting Upmarket and Outreach using the native Outreach integration, users have the ability to pull Outreach phone tasks into Upmarket, complete the task, and update the task sequence step to move the contact to the next step in the sequence.
Connect to Outreach
- Go to Users > Integrations. Under the Outreach section, click “Sign in” and you will be redirected to log into Outreach.
When connecting Outreach to Upmarket, authenticated users can pull data and push updates to Outreach. The integration is a native integration and does not require additional configuration from administrators. Please review the table below for additional details on the specific fields.
Note: Data pulled from Outreach is not stored, it is used only to complete phone tasks.
Account data is used to populate task data in Upmarket
|customId||To Upmarket||Customer ID|
|description||To Upmarket||Account Description|
|websiteUrl||To Upmarket||Account website|
Call data is used to update completed call tasks in Outreach
|completedAt||To Outreach||Call Completed (Date)|
|answeredAt||To Outreach||Call Answered (Date)|
|direction||To Outreach||Call Direction (“Inbound” / “Outbound”)|
|outcome||To Outreach||Outcome (“Answered” / “Not Answered”)|
|to||To Outreach||Call To (Phone Number)|
|from||To Outreach||Call From (Phone Number)|
Call Disposition data is used to populate available dispositions in Upmarket
|outcome||Yes||To Upmarket||Call Outcome (“Answered”/”Not Answered”)|
Prospect data is used to populate call tasks in Upmarket
|company||To Upmarket||Company Name|
|externalId||To Upmarket||External Id|
|title||To Upmarket||Prospect Title|
Task data is used to populate task data in Upmarket and to update completed task state in Outreach.
|taskType||Yes||To Upmarket||Task Type|
|dueAt||To Upmarket||Task Due Date|