Sync Outreach Tasks/Calls/Meetings to Workbooks
Synchronise Outreach Tasks/Calls/Meetings to Workbooks Activities
In Outreach, a user can create Tasks, Meetings and Phone Calls. These records can be related to a Prospect or Opportunity in the system. When Tasks/Calls are created, these records sync to Workbooks automatically. Both record types are synced to Workbooks Activities.
Meeting records are not synced via the Integration as they are created directly on your Calendar via Outreach’s Exchange integration. If you would like to synchronise Meetings to Workbooks, then you can use our WESS, see our Knowledge Base page here for more information.
The integration sets the following fields on the Task:
| Outreach Field | Workbooks Field | Workbooks Value |
|---|---|---|
| N/A | Subject | This is set to Outreach Task or Outreach Call depending on the type of record created in Outreach |
| Username | Assigned To | If the Outreach User exists as a Workbooks user, then the Task is assigned to them automatically. Otherwise, it is assigned to “Automation” |
| Type* | Activity Type | The value from Outreach |
| Priority* | Activity Priority | The value from Outreach |
| Due at | Due Date | The date set in Outreach. NOTE: Time is not recorded in Workbooks Activities |
| Note | Description | The exact value from Outreach |
| Status | Activity Status | This is set to New, or if marked as completed in Outreach, then “Complete” is used in Workbooks |
| Completed At | Completed Date | If the Task is marked as completed, or it is a Phone Call in Outreach then the Completed Date is set |
| Prospect Id | Primary Contact | Set to the related Prospect from Outreach if found in Workbooks. If created from an Opportunity, the Primary Contact will always be blank |
| Id | Created Through Reference | The value from Outreach. used to find and either update or delete the record in Workbooks as changes occur in Outreach |
NOTE: Outreach Task Types, Priorities and User List are created automatically via the Scheduled Process called Outreach Maintain Mapping Data. This process is scheduled for once per day by default. If changes are made to your Outreach configuration, you may wish to click “Run Now” to update the Activity Type/Priority picklists in Workbooks ahead of this to prevent synchronisation issues.