This article provides a brief overview of how to adjust Outreach features through the CloudTalk interface.
User Level:
Agents, Admins and Supervisors
Ready to configure the CloudTalk + Outreach integration?
Follow the step-by-step instructions in our Configure Outreach guide.
Call logging and data exchange
Contact sync
CloudTalk syncs contacts with Outreach Prospects and Accounts. Contacts are merged when multiple Outreach Prospects share the same phone number, email address, or name. A link to the Outreach Prospect profile is stored in the CloudTalk contact, and contacts synced from Outreach are automatically tagged outreach.
Import: Outreach → CloudTalk
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 → 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 |
Update: CloudTalk contact updated → Outreach
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 |
Update: Outreach Prospect updated → CloudTalk
When an Outreach Prospect is updated, the matching CloudTalk contact is updated. Contacts are merged when multiple prospects share the same phone number, email, or name.
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) |
Call logging & export
CloudTalk creates an Outreach Call Activity for every call. Calls are matched to Outreach Prospects by phone number. Specific CloudTalk numbers can be filtered using the Connected Numbers setting.
Call field mapping
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  |
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