We're excited to help you set up your Outreach Account today.

Step 1: Connect your CRM to Outreach.

Once you login into Outreach, go and connect your CRM to get started.

Step 2: Create and set up Sequences on Outreach.

To create sequences, you can navigate to this page on your outreach account:

Some sample Boomerang plays that you can add are:

We will be pushing the Sequences decided by us

Step 3: Create custom fields that you want to be synced into your Outreach from your CRM.

Fields in Outreach under Administration>Prospects:

For the purpose of Boomerang setup, you can add the following fields:

Step 4: Map the fields you just created to their corresponding fields in the CRM.

Setup under Administration>CRM>Contact/Lead depending on the object type you are going to be syncing.

From here, you can click on the object to set up the mappings in this way:

In addition to the standard fields setup in your Outreach, the following Boomerang fields need to be mapped:

1. Boomerang Past CRM Account

2. Boomerang Past Contact Owner

3. Is a Boomerang

4. Boomerang Past Relationship

5. Boomerang Plays

While mapping “Boomerang Past CRM Account” and “Boomerang Past Contact Owner”, you need to enable the following advanced setting for these two fields- “Display Name instead of Record ID”. You can do so by clicking here-

Click on Advanced settings. Click here then-

Step 5: Add the following triggers by going into Administration>Triggers.

You can add them by navigating here:

As per the customisations we have setup, you can add the following triggers:

Congratulations, your Outreach is all set up!

Please feel free to reach out in case you have any questions.