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How to integrate Wiza with Outreach
How to integrate Wiza with Outreach

Outreach integration, step by step

Stephen Hakami avatar
Written by Stephen Hakami
Updated over a week ago

This article will show you everything you need to know to integrate Wiza with Outreach.

In this article:


Connecting your Outreach Account

1. Click Integrate

Integrate

2. Click Connect under Outreach

Connect

3. Log in to Outreach

Sign in

Field Mapping

Click Setup to customize how your Wiza data is imported into your Outreach account.

By default, Wiza only creates contacts or organizations with fields that are already set up in your Outreach account.

Prospect mapping

Custom Field Mapping:

You can create custom Wiza fields. Let's say that you have an Outreach Field called “Source” that you would like to populate with the field “from Wiza” for all of the contacts that you import from Wiza.

To do this:

  1. At the bottom, click Map new field.

  2. Select Custom from the Wiza Field dropdown.

  3. Select the Outreach field you would like to map to, in this case 'Label'.

  4. On the right, select 'Set' and enter “Wiza”.

  5. Select Save changes.

Now, every contact that you import from Wiza will include the value “Wiza” within your Outreach Label field. This makes filtering your existing Outreach database for contacts created by Wiza very easy.

Custom field mapping

Syncing your data

To sync your list:

  1. To sync contacts from a list: Go to Lists and select an option from the dropdown menu at the bottom of a list.

    Import list into Outreach

    'Valid' includes emails that have been verified for deliverability. These emails are 97% deliverable.

    'Risky' = emails that Wiza couldn’t verify for deliverability. These are always free and do not use email credits.

    To learn more about valid and risky emails, click here.

  2. If you would like to only sync a select few people, click on your list to open the contact's browser. Then select the Sync option next to each contact.

Contact sync

Settings:

Under settings, you can set your Outreach field mappings as the default for all users on your Team.

Settings

Primary Sync Method:

If you have connected multiple tools to your Wiza account, but you want to sync your contacts to Outreach, you must select Outreach as the Primary sync method.

To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under Outreach.

Primary

Now you will see the Outreach icon whenever you sync.


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