Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Force24
- 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
- Projects
- 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
- Introduction to 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
- Configuration
- Introduction to System Administration
- Users & Security
- 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
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
Syncing Prospects from Outreach to Workbooks
Not only does the integration support the Workbooks to Outreach sync, but it also syncs Prospects, Accounts, Opportunities and Tasks from Outreach to Workbooks. In Outreach, you can create Prospects which will synchronise information automatically to Workbooks via the Scheduled Process called Outreach Send/Receive. This automated process is created via the plugin installation. Both newly created, and recently updated Prospect records are synchronised to Workbooks.
If a new person is created/updated in Workbooks, the corresponding fields as per this page from Outreach will sync back to Workbooks and stored against the person record.
A Prospect from Outreach is synced to Workbooks if the following conditions are met:
| Workbooks Field | Workbooks Condition | Workbooks Value |
| Sync to Outreach | Equal To (=) | TRUE |
| Outreach Sync Error | Equal To (=) | FALSE |
| Outreach Duplicate | Equal To (=) | FALSE |
| Updated At | Greater than or Equal To (>=) | Last Run Time |
Syncing Accounts from Outreach to Workbooks
Accounts in Outreach are synchronised back to Workbooks as Organisations via the Scheduled Process called Outreach Send/Receive. This automated process is created via the plugin installation. Both newly created, and recently updated Account record are synchronised to Workbooks.
If a new Organisation is created/updated in Workbooks, the corresponding fields as per this page from outreach will sync back to Workbooks and stored against the organisation record.
The conditions listed above need to be met for Accounts in Outreach to Sync back to Workbooks.
Syncing Opportunities from Outreach to Workbooks
Opportunities in Outreach are synchronised back to Workbooks Opportunities via the Scheduled Process called Outreach Send/Receive. This automated process is created via the plugin installation. Both newly created, and recently updated Opportunity record are synchronised to Workbooks.
If a new Opportunity is created/updated in Workbooks, the corresponding fields as per this page from outreach will sync back to Workbooks and stored against the Opportunity record.
The conditions listed above need to be met for Opportunities in Outreach to sync back to Workbooks.
If you add prospects to opportunities in Outreach after synching, the integration will synchronise the newly added Prospects to Workbooks and relate them. Similarly, if you add Prospects to Accounts in Outreach, these will synchronise to the related Organisation in Workbooks.