Back to Knowledge Base
Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- 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
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- Contact Support
- Releases & Roadmap
Sync Outreach Tasks/Calls/Meetings to Workbooks
Last updated : 17/12/2020Synchronise Outreach Tasks/Calls/Meetings to Workbooks Activities
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.
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.
If a Task is updated at any point in Outreach, the update is synchronised to Workbooks automatically. Similarly, if the Task is deleted from Outreach, it is also deleted from Workbooks.