Outreach Admins

Participants joining in as a viewer/spectator on Google Meet using the Outreach Meeting Link. 

We’re using

and can’t speak or participate. This happens even though the person is logged in using the same email address that received the invite. 

We haven’t been able to reproduce this consistently. When we tested using a personal email and a separate device, both participants were able to join and speak without any issues. 

Our Outreach onboarding rep suggested this might be related to Google Meet viewer settings (for example, “everyone is a viewer by default” or host controls that limit participant roles). Our Google Workspace admin does not see these settings enabled

at either the org or meeting level. 

Questions:

• Are there any Outreach-specific or Google Meet settings that we can adjust to prevent participants from joining as view-only going forward?

Any guidance would be appreciated. Thanks in advance for the help.

Looking to see if anyone knows how I could push Outreach to automatically update the ''prospect'' sequencer when the opportunity owner in Salesforce is updated.

I have a client who has a picklist in SFDC where one of the options is to leave the field empty/blank. They want to have bi-directional sync with Outreach, so how do we make it so that the same option exists in Outreach (where they have options but can also leave the field blank)?

They are getting this error: "We could not sync this record. Reason: Provided external ID field does not exist or is not accessible: Requested."

Has anyone had any luck connecting the new dedicated API Integration User in Outreach?

I am getting "Access Restricted for API Only Users" when trying to connect it as the sync user in Outreach and not getting anywhere.

I discovered Auto-Emails can unintentionally be sent from the Outbox of a new Prospect owner when the new owner is updated after the original owner added the Prospect to a sequence and completed the first manual email step. I need to find a way for Outreach to notify my team if the owner changes mid-sequence without having to disable the "Propagate Prospect Ownership" org setting.

Is there a way Outreach can notify the original Prospect owner, new owner, and/or active sequence owner that the Prospect is active in a sequence with pending Auto-Emails when the owner is updated? Then we could avoid accidentally sending Prospects emails from an unintended team member who didn't originally add the Prospect to the sequence or send the first manual email.

Ideally Outreach would be able to assign and lock the Outbound mailbox for any Auto-Email step to the user who adds the Prospect to a sequence and completes the first manual email step. This way, we can avoid having to worry about who owns the Prospect altogether. 

I found a KB article: Switch Email Sender (Assigned Sequence Mailbox) Mid-Sequence - but have yet to find a way to automate this inside the Outreach platform. Triggers do not have this functionality. 

The ideal functionality would include a standard sequence setting that assigns the Outbox to the user who added the Prospect and/or competes the first auto-email - without having to change the Prospect owner.

I've set everything up under Plugins > Salesforce > Opportunity Contact Role <> Prospect Role so it automatically pushes changes to Salesforce and also under Inbound Update i have the Update existing OpportunityProspectRoles turned on, but opp's still don't get automatically added to the prospect in Salesforce, so emails don't get synced into the Opportunity.

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.

Hello everyone! Does anyone know where I can find documentation for Outreach's 2023 release schedule? The support documents only show release notes for September, October, and November 2022. Thank you!

We have leads going into a user group once they hit nurture in salesforce, rather than remaining in our name in the nurture stage. I can't seem to get this owner to be seen in Outreach, I guess because it is a group so it isn't mapped?   I want to do reports to check for any leads in this group rather than in our names but in active sequences. Right now these leads have the correct owner in Outreach but not in Salesforce, where they are still in this group -  and I can't seem to figure it out!

Hi all,

We've just set up the Salesforce and Outreach sync for our business. We have inbound create on for Contact > Prospect and Account > Account. 

Does anyone know if there's a way to poll the accounts and contacts we have in Salesforce quickly without doing each one manually? 

Thanks!