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Opportunity Field Mappings

A 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.