This article will talk briefly about how you can adjust features of Outreach through the CloudTalk interface. If you're looking for help with integrating your Outreach into CloudTalk, click on the blue text.
How It Works
Contacts
Import contacts from Outreach to CloudTalk
Contacts are merged when multiple Outreach Prospects have the same phone number, email address, or name. See Merging Contacts for details.
CloudTalk Contact | Outreach Prospect | Outreach Account |
Name | First Name Middle Name Last Name |
|
Contact Link | Link to Outreach Prospect's Profile |
|
Phones | Work phones Mobile phones VOIP phones Other phones Home phones |
|
Emails |
| |
Tags | outreach (automatically added by CloudTalk) |
|
Company |
| Name |
Industry |
| Industry |
Website |
| Website URL |
Address |
| Street |
City |
| City |
Zip |
| Postal Code |
State |
| State |
Country |
|
|
Favorite Agent | Prospect owner (if email address is also a CloudTalk agent's email) |
|
Export new CloudTalk contacts to Outreach
CloudTalk Contact | Outreach Prospect |
Name | First Name - characters before the first space in CloudTalk contact name Last Name - characters after last space |
Contact Link |
|
Phones | Work phones |
Emails | Emails |
Tags |
|
Company |
|
Industry |
|
Website | Website |
Address | Address 1 |
City | City |
Zip | Zip |
State | State |
Country |
|
Favorite Agent | Prospect owner |
Create or update Outreach prospect when CloudTalk contact is created or updated
Contact updates replace the existing name, all phone numbers, and all email addresses for the Outreach person. If no Outreach prospect is found for a given piece of data, a new Outreach prospect is created.
CloudTalk Contact | Outreach Prospect |
Name | First Name - characters before the first space in CloudTalk contact name Last Name - characters after last space |
Contact Link |
|
Phones | Added as Work phones |
Emails | Emails |
Tags |
|
Company |
|
Industry |
|
Website | Website |
Address | Address 1 |
City | City |
Zip | Zip |
State | State |
Country |
|
Favorite Agent | Prospect owner |
Create or update a CloudTalk contact when an Outreach prospect is updated
Contacts are merged when multiple Outreach Prospects have the same phone number, email address, or name. Learn more about how CloudTalk merges contacts.
CloudTalk Contact | Outreach Prospect |
Name | First name Middle name Last name |
Contact Link | Link to Outreach Prospect's profile |
Phones | Work phones Mobile Phones VOIP phones Other phones Home phones |
Emails | Emails |
Tags | outreach (automatically added in CloudTalk) |
Title |
|
Company | Company |
Industry |
|
Website | Website |
Address | Address 1 Address 2 |
City | City |
Zip | Postal Code |
State | State |
Country |
|
Favorite Agent | Person "owner" (if email address is a CloudTalk agent email) |
Calls
Create calls in Outreach for CloudTalk calls
Users can limit the calls which are sent out by assigning specific CloudTalk numbers in the Connected numbers section. See Additional Info in this guide to configuration for help.
CloudTalk Call | Outreach Call Activity |
Contact | Outreach Prospect (matched by phone number) |
Call Link | Link to call activity |
Call ended date & time | Completed at |
Inbound calls > CloudTalk number Outbound calls > Caller number | To |
Inbound calls > Caller number Outbound calls > CloudTalk number | From |
Direction | Direction |
Status - Answered/Missed | Outcome - Answered/Missed |
Status - Voicemail | Outcome - Missed Call disposition - Left Voicemail |
Notes | Agent name Contact name Call duration Wait time Call notes |
Tags | Tags |
Agent | Outreach user (Note: if the email is not an Outreach user's, you can set a default user to assign instead) |
Recording URL | Play button  |
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!