Comment on page
See information from and create Outreach prospects right from the ServiceBell dashboard
The ServiceBell integration with Outreach allows admins to quickly view important information about Outreach prospects from the dashboard.
To link your Outreach prospects to ServiceBell visitors, go to the Integrations page in your ServiceBell settings, find the Outreach card, and click the toggle to enable it. You'll be redirected to Outreach to authorize the integration.
Once you've successfully authorized the application, visit this link and install the ServiceBell application from the Outreach marketplace. This step is crucial in order to be able to identify users arriving on your website from Outreach sequences and e-mails.
Providing ServiceBell with the email address of the visitor will link it to any Outreach prospects with the same email. You can provide the widget with their email using the Custom User Identities feature.
When the Outreach integration is activated, all prospects and accounts will immediately begin syncing down from Outreach to ServiceBell. This means you can begin building segments and automations (Journeys, Alerts, etc.) in ServiceBell based off of your Outreach data. ServiceBell will sync default Outerach properties that correlate with the ServiceBell object properties. You can view the synced data in the Contacts tab of the ServiceBell dashboard.
In addition to the default mappings above you can map any custom ServiceBell property to any Outreach property. The only condition is that the data types match (cannot map a number property to a string property for example).
- 1.Verify the property exists in Outreach.
- 2.Go to the Outreach Integration Settings page in ServiceBell.
- 3.Click "+ Add Property". A modal will appear where you can configure the custom ServiceBell property and map it to the Outreach property.
When one of your prospects lands on a page that has the ServiceBell widget installed from an Outreach Sequence e-mail, ServiceBell can identify the user and trigger automations based on the Sequence or Sequence Step they arrived from. To segment incoming users by Outreach Sequence, create a new segment and select the Outreach Sequence or step you would like to target:
You can then use that segment in an alert, a journey, or a routing rule to perform an action whenever prospects from that sequence land on your page.