Outreach

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.

Installing the Outreach Integration

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. The user connecting the integratino must be an Admin in Outreach, otherwise certain features will not work correctly.

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.

Linking ServiceBell visitors to existing Outreach prospects

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.

Outreach Prospect and Account Syncing

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.

Default Outreach <-> ServiceBell Property Mapping

Prospect

Outreach	ServiceBell
email	email
mobilePhones (first)	phone
firstName	first_name
lastName	last_name

Account

Outreach	ServiceBell
domain	domain
industry	industry
locality	location
name	name
numberOfEmployees	size_estimate_high

Syncing Custom Properties from Outreach

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).

Instructions:

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.

Triggering automations based on Outreach prospect visits

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.