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

Email

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

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


Related Links

How to Configure my Outreach Integration

How CloudTalk Merges Contacts

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