Knowledgebase articles
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
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- Transaction Documents Fields Help
- Transaction Documents Line Items Help
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- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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People Field Mappings
Last updated : 17th December 2020
A list of standard Workbooks fields that are synced from People to Outreach Prospects
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 |
|---|---|
| Email (Main Location) | |
| Street Address (Main Location) | Street |
| Town (Main Location) | Town |
| County (Main Location) | County |
| Postcode (Main Location) | Postcode |
| Country (Main Location) | Country |
| Id | External Id |
| Facebook URL | |
| Person First Name | First Name |
| Person Middle Name | Middle Name |
| Person Last Name | Last Name |
| LinkedIn URL | |
| Comments | Personal Note 1 |
| Person Job Role | Occupation |
| Person Job Title | Title |
| Twitter URL | |
| Website | Website URL 1 |
| Mobile Number (Main Location) | Mobile Phone |
| Telephone (Main Location) | Work Phone |
Custom Field mappings can be added as required. See here for more information.