What Wiza + Outreach Does
Wiza connects to Outreach so reps can push enriched contacts directly into Outreach, keep records updated, add people to sequences, and improve phone data quality using Outreach call outcomes — all without leaving Wiza.
Key things to know about how Outreach works in Wiza:
Outreach person records are called Prospects (not Contacts or Leads) — this is important for setting user expectations
Users can make Outreach the Primary sync method so regular sync actions default there
Outreach sync works in both list workflows and Prospect workflows
Once synced, users can open the Outreach record directly from Wiza using View in Outreach
If the connection breaks, Wiza surfaces a Broken state with a Fix now path — available even when admin-only integration management is enabled
How to Set It Up
Go to Integrations in Wiza and click Connect on Outreach
Complete the Outreach login and authorization flow
Click Configure to open field mapping and settings
Confirm your sync behavior: create/update Accounts, create/update Prospects, and optionally update records owned by other Outreach users
Save settings and start syncing from lists or individual contacts
A View setup guide link is available directly on the Outreach integration card in the UI.
Key Settings Users Should Know
Update duplicates regardless of ownership — lets updates apply even if records are owned by other Outreach users (subject to Outreach permissions)
Account create/update behavior — control whether Wiza creates or updates related Account (company) records in Outreach
Contact-account association behavior — control how contacts are linked to accounts
Add to Outreach Sequence after CRM sync — enable this to automatically add synced records to a sequence
Verify Wiza phone numbers with Outreach data (admin/manager setting) — enables phone quality feedback using Outreach call outcome data
Apply settings to all users — admins and managers can enforce one mapping and settings standard across the whole account
Sequencing with Outreach
Wiza supports adding contacts to Outreach Sequences as part of the sync flow. Here's how it works:
If sequence is selected during sync, Wiza syncs the contact first, then adds them to the Outreach sequence
If a person is already in a sequence, Wiza automatically skips duplicate add errors
Sequence selections are remembered locally to reduce repeat setup work
If required Outreach permissions are missing, Wiza shows a reconnect warning and disables sequence selection until fixed
Wiza clearly distinguishes between three sequencing states:
No sequencing integration connected
Sequencing integration connected but needs reconnect
Sequencing ready, but a CRM connection is still required for that action path
Phone Quality Feedback from Outreach
Automatic phone quality feedback from Outreach calls — Wiza reads outbound call disposition outcomes and uses them to improve confidence in phone numbers
Automatic phone status checks — Wiza reads Outreach phone number statuses (valid/invalid) and updates confidence signals
Smarter disposition handling — new or custom Outreach dispositions are auto-classified and remembered for future use
Call-based phone quality only uses outbound call events with a disposition — neutral outcomes like "no answer" are not treated as positive or negative signals
Phone status checks focus on recently synced records (approximately the last 2 weeks)
If phone quality verification is turned off, those ratings are skipped entirely
Day-to-Day Sync Experience
During sync, Wiza checks for existing Outreach records first. It updates matches when allowed and creates new records when needed. The sync task panel shows:
In-progress status
Finished summary: created / updated / error counts
Explicit error messages per record
From list and Prospect workflows, users can also:
Sync to Outreach
View in Outreach (opens the exact record)
Resync a contact
Add to an Outreach Sequence directly from Wiza
Recent User-Visible Updates
Better sequencing readiness UX — clearer reconnect warnings, better state handling when permissions are missing, and clearer connect/reconnect prompts
Clearer sequencing labels — UI now uses "Sequence" (Outreach) vs "Cadence" (Salesloft) labels and clearer call-to-action text
New phone data verification toggle (admin/manager setting) — improves phone quality insight using Outreach call outcome data
Improved sync reporting — clearer created/updated/error summaries and better finished-state messaging
More robust Outreach direct links — View in Outreach links are now consistently available from action menus
Support Troubleshooting Checklist
1) Confirm integration health
Go to Integrations and confirm Outreach is connected and not marked Broken
If it says Broken, click Fix now and reconnect
2) Confirm user access model
Check whether the account has integration management restricted to admins only
If restricted, have an admin reconnect/configure, or temporarily allow users to manage integrations
Note: broken integration repair via Fix now is always available, even in restricted mode
3) Confirm Outreach is set as Primary (if expected)
If sync seems to be going elsewhere, check the Primary toggle on the Integrations page
4) Check mapping and settings save state
Open Outreach Configure and verify settings were saved
5) Confirm Outreach is set as Primary and field mapping is saved
Open Field Mapping and confirm: required fields are mapped, "Save changes" was clicked, and object type/settings match team expectations
6) For sequencing issues
Verify "Add to Outreach Sequence after CRM sync" is enabled
If there's a reconnect warning for sequencing, reconnect Outreach first — this is a permissions/scopes issue
7) For Prospect table sync issues
If it says "CRM connection required," connect a supported CRM integration first
If the sync button is disabled during a reveal, wait until reveal finishes — sync is blocked while reveal is in progress
8) Re-run sync and review the Sync Report panel
Check created/updated/error counts
Read exact error messages shown in the panel
If the contact already exists in Outreach, use "View in Outreach" to verify the record state
9) Escalate if still failing — include:
Screenshot of Integrations card status
Screenshot of sync report errors
Whether the issue is list sync vs. one-off Prospect sync
Whether sequencing was enabled
FAQ
Q: What can I do with the Outreach integration in Wiza?
A: Connect Outreach, sync enriched prospects, optionally auto-add them to sequences, and improve phone quality using call outcome data.
Q: Why does Wiza say "Prospect" for Outreach instead of Contact?
A: Outreach uses "Prospect" as the object type for this workflow, so Wiza labels actions accordingly.
Q: Why can't I add people to Outreach sequences right now?
A: Usually Outreach needs to be reconnected because required permissions or scopes are missing or expired.
Q: I connected Outreach but the sequence options are empty or disabled. What should I check first?
A: Reconnect Outreach, then return to the sequence dropdown. Wiza blocks sequence actions when required permissions are missing.
Q: Why does Wiza show "CRM connection required" in the Sequence/Cadence column?
A: Sequence add is tied to the sync flow — the user needs a supported CRM sync connection active for that action path.
Q: Can non-admin users manage the Outreach integration?
A: It depends on account policy. Admins can restrict integration management, but users can always fix a broken integration.
Q: Can we enforce one Outreach mapping setup for all users?
A: Yes — admins and managers can apply settings and mappings account-wide.
Q: Can I update existing Outreach records even if they're owned by another user?
A: There's a setting for this ("update regardless of ownership"), but the actual outcome still depends on Outreach permissions and rules.
Q: How do I check what happened after sync?
A: Open the Sync Report panel — it shows created/updated/error counts and explicit error lines per record.
Q: Is there a setup guide inside Wiza?
A: Yes — Outreach has a setup guide link directly from the Integrations page.
Q: Why do I see "Reconnect Outreach to enable sequencing"?
A: Your connected Outreach account is missing one or more required permissions for sequence read/write or mailbox access. Reconnect Outreach from Integrations to restore them.
Q: Does the phone quality verification change my Outreach workflows?
A: No major workflow change is required. It improves what happens after sync — better sequence automation and better phone-data quality feedback based on call outcomes.
💡 Best positioning for customers: "The Wiza + Outreach integration lets you push enriched contacts directly into Outreach as Prospects, add them to sequences in one step, and even use your Outreach call data to improve phone quality — all without leaving Wiza."