Outreach

Sales

Sales execution platform for modern revenue teams.

About Outreach

Outreach amplifies revenue productivity through guided selling and real-time coaching. Integrating Outreach with your CRM ensures that every interaction is logged, forecast accuracy improves, and sales teams have the intelligence they need to close deals faster.

Integration Capabilities

Outreach has 4 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.

Browse Outreach integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.

Common Integration Patterns

→ Bi-Directional Sync: The 'Holy Grail' setup where Salesforce is the master for Contact data, but Outreach is the master for Activity data.
→ Triggered Enrollment: Automatically putting a prospect into a sequence when their status changes to 'Open' in HubSpot or Salesforce.
→ Attribution Logging: Ensuring that 'Meeting Booked' events in Outreach map correctly to Salesforce Opportunities for pipeline attribution.

Integration Challenges

⚠ API Limits: High-volume sales teams often hit Salesforce API limits due to Outreach syncing every email open/click as a separate API call.
⚠ Plugin Conflict: The Outreach Outlook/Gmail plugin often fights with other CRM plugins (like the native Salesforce sidebar) causing data collisions.
⚠ Field Governance: Sales reps updating fields in Outreach can accidentally overwrite 'Clean' data in Salesforce if field-level security isn't set.

Before You Integrate

1. Set Field Priority: Explicitly define which system wins (Salesforce vs Outreach) in a conflict for every single mapped field.
2. Filter Activyty Sync: Disable syncing of 'Email Opens' to Salesforce tasks to save storage and API calls; sync only 'Replies' and 'Meetings'.
3. Map User Profiles: Ensure every user in Outreach has the exact same email address as their Salesforce user to attribute activity correctly.