- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Create Outreach Custom Field Mappings
The Outreach integration supports syncing of Custom Fields from Workbooks to Outreach if your Workbooks instance is licenced for Custom Records.
During installation of the Plugin, a Custom Record Type called “Outreach Mappings” is automatically created and made available via the start menu. If you do not see the option in the start menu after installing the plugin, logout then log back in.
From the Outreach Mapping landing page, click New Outreach Mapping. The following fields are required:
- Name: This is a system required field, and we’d recommend configuring a Record Template in Workbooks to default this on every record to “Outreach Mapping” via the Customisation area for the Outreach Mapping record type.
- Outreach Record Type: This is a list of valid record types that the integration can sync to. It includes options for Prospect, Account and Opportunity.
- Outreach Field Name: This is a list of Outreach Fields for the selected Outreach Record Type. This field requires some manual installation, see our guide here on how to create this field.
- Workbooks Record Type: This is a list of supported Workbooks record types that can be synced to Outreach and includes People, Organisations and Opportunities.
- Workbooks Field Name: This field requires you to set the Field Name as shown in the Workbooks API Reference which is accessible from Configuration > Automation > API Reference. Select the relevant record type and find the field by label to identify its field name required for the mapping setup.
By default, the mapping is set to Enabled. Disable a mapping by unchecking the Enabled field. Sync direction is defaulted to the value Send. At present, the integration does not use the “Receive” value, and mappings will be ignored if this mode is selected.
The Outreach integration is designed to sync the following record types:
# | Outreach Record Type | Workbooks Record Type |
---|---|---|
1 | Prospect | Person |
2 | Account | Organisation |
3 | Opportunity | Opportunity |
Failures may occur if you configure mappings to record types differently to the list above.