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Turn leads into prospects with our native Outreach integration. This integration allows you to add collected leads as prospects and send submission data over to Outreach.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Outreach's card.
If you're not currently logged into your Outreach account, you'll be prompted to do so.
Once you're logged in, you will also be asked to grant access for involve.me to connect to your Outreach account.
After granting permission, you'll be able to see the name of the connection you just created, as well as the creation date and the email address of the Outreach account that you're using.
Data Mapping for the Outreach Integration
The integration will send email and default properties automatically.
Fields That Are Automatically Mapped With the System Fields in Outreach
Email
Outcome
Project
Title
Organization name
First name
Last name
Gender
Phone
Mobile phone
Zip
Street
City
State
Country
Birthday
Website
Facebook
Twitter
Linkedin
Job
Fax
Correctly answered questions
Outcome points
Calculator result*
Calculators by ID (eg. ca_xxxxxxx)**
Score
Instagram
Embed URL
Remote ID
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Tags
involve.me submissions can not only create custom fields but also assign tags in Outreach automatically.
In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:
Outcomes
Project name
Answers from questions
When an opt-in checkbox was ticked
Tags will allow you to better organize, search, and filter incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.
Good to Know
Adding labels to custom fields in Outreach will not affect how the names of the custom fields are shown in involve.me's interface. So even if you label the field "custom1" as "job", it will still show as "custom1" in our integration settings.
Custom fields on existing prospects will be updated when the same email is sent again.
If you have configured an Outreach integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.