Do Outreach prospect stages need to match 1:1 with out Lead Statuses? I have Outreach stages that I like as a Sequence Status, such as "Attempting to Contact", but Outreach support told me that I need to have exactly the same Lead Status values if I want to be able to sync data between Outreach and Salesforce. I don't want to create lead statuses based on sequence statuses though.
Hey @Tom Wynn,
It is as Outreach support says. The Outreach<>SFDC plugin has to have an exact matching Outreach Prospect Stage to Salesforce Lead Status for a successful sync. If a plugin mapping doesn't match, sync will fail.
It sounds like you want to have Sequence status data synced to Salesforce as well as Lead Status data. I definitely recommend doing each separately. Once you have the Prospect Stage accurately mapped to the SFDC Lead Statuses, check out this article for Syncing Sequence Engagement Status Data to a CRM.
