During installation of the Plugin, the following Custom Fields are created automatically.

Outreach Mapping (Custom Record Type)

If the Workbooks instance that you are installing the integration into is licenced for Custom Records, then a new Custom Record Type called “Outreach Mappings” is created automatically and made available on the Start Menu. This functionality allows you to configure field mappings for Custom Fields in Workbooks to Outreach record types. See here for more information on syncing Custom Fields to Outreach. In the absence of a Custom Record Type licence, the integration will only sync Standard Workbooks fields as per the relevant help page.

The Plugin automatically creates the following fields within this custom record type:

#	Field	Data Type	Description
1	Outreach Record Type	Picklist	The Outreach record type this field will be mapped to e.g. Prospect, Account or Opportunity
2	Outreach Field Name	Text	The Outreach Field Name required by the Outreach API
3	Workbooks Record Type	Picklist	Workbooks record type to identify where the specified Workbooks field can be found
4	Workbooks Field Name	Text	Workbooks Field Name as per the Workbooks API Metadata
5	Enabled	Checkbox	Controls whether the field is mapped or not to Outreach NOTE: Default is “TRUE” i.e the field is mapped
6	Sync Direction	Picklist	Controls whether the field is sent to Outreach or received back from a Webhook and stored in Workbooks NOTE: Only “Send” is currently used and is the default applied automatically.

People

The following Custom Fields are automatically created by the Plugin installation on People. They are hidden by default, so we would recommend configuring these on the relevant Form Layouts to suit your needs after installation has complete.

#	Field	Data Type	Description
1	Sync to Outreach	Checkbox	Set to TRUE to sync the Person record to Outreach as a Prospect
2	Outreach Id	Integer	Stores the Prospect Id when created via the integration
3	Outreach Record URL	URL	The URL in Outreach to open the Prospect record created by the integration
4	Last Synced to Outreach	DateTime	This field is updated to trigger an update to People if the related Organisation is updated.
5	Outreach Duplicate Record	Checkbox	Set to TRUE if a duplicate Prospect matching the Email Address was found when trying to sync this record to Outreach
6	Outreach Sync Error	Checkbox	Set to TRUE if an error occurred when trying to sync this record to Outreach

Organisations

The following Custom Fields are automatically created by the Plugin installation on Organisations. They are hidden by default, so we would recommend configuring these on the relevant Form Layouts to suit your needs after installation has complete.

#	Field	Data Type	Description
1	Sync to Outreach	Checkbox	Set to TRUE to sync the Person record to Outreach as a Prospect
2	Outreach Id	Integer	Stores the Prospect Id when created via the integration
3	Outreach Record URL	URL	The URL in Outreach to open the Prospect record created by the integration
4	Outreach Duplicate Record	Checkbox	Set to TRUE if a duplicate Prospect matching the Email Address was found when trying to sync this record to Outreach
5	Outreach Sync Error	Checkbox	Set to TRUE if an error occurred when trying to sync this record to Outreach

Opportunities

The following Custom Fields are automatically created by the Plugin installation on Opportunities. They are hidden by default, so we would recommend configuring these on the relevant Form Layouts to suit your needs after installation has complete.

#	Field	Data Type	Description
1	Sync to Outreach	Checkbox	Set to TRUE to sync the Person record to Outreach as a Prospect
2	Outreach Id	Integer	Stores the Prospect Id when created via the integration
3	Outreach Record URL	URL	The URL in Outreach to open the Prospect record created by the integration
4	Outreach Sync Error	Checkbox	Set to TRUE if an error occurred when trying to sync this record to Outreach

Automation Processes

The following automated processes are created by the Outreach installation plugin for use with this integration.

NOTE: The Outreach Sync Deleted Workbooks Data to Outreach Scheduled Process is disabled by default. It must be manually enabled if you wish to use this functionality.

• Outreach Maintain Mapping Data (Scheduled Process): This process is used to sync picklist data to Workbooks from Outreach. It is also responsible for maintaining Webhooks which sync data from Outreach to Workbooks. More information available here.
• Outreach Send (Scheduled Process): This process is used to synchronise new/changed data from Workbooks to Outreach. More information available for People, Organisations and Opportunities on each of the linked Knowledge Base pages.
• Outreach Sync Deleted Workbooks Data to Outreach (Scheduled Process): This process is used to synchronise deleted People/Organisations to Outreach. More information available here.
• Outreach Auth (Web Process): This process is used to manage authentication to your Outreach account from within Workbooks. More information available here.
• Outreach Receiver (Web Process): This process is used to sync data from Outreach back to Workbooks including Tasks/Calls/Emails. More information available here.
• Outreach (Integration Process): This process is used to manage authentication to your Outreach account from within Workbooks.  More information available here.