Salesforce Integration
Outplay Connect now works with Salesforce
Now use Outplay Shortcuts within Salesforce SFDC chrome extension allows users to import prospects, accounts, and opportunities into Outplay, add prospects to sequences, create tasks, and reach prospects seamlessly from Salesforce. In addition, Salesforce users can import contacts, leads in bulk, one-off contacts/leads, and bulk lists directly by clicking on the widget next to each field. Users will also call prospects and leads directly from Salesforce, add them to sequences, and send eFew readersSalesforce Integration
How to setup integration with Salesforce Outplay supports integration with Salesforce CRM so that you can sync the data on both the platforms. This is a native integration which is bi-directional, which means you can send your data from Outplay to Salesforce and vice-versa. What data can be synced through the integration? You can sync the data of the Lead, Contacts, Accounts, Opportunity using this integration. You can also have all your activity related to email, call logs, notes, mFew readersMerge & Delete prospects from SalesForce
Merge and delete your records from your CRM using Outplay Outplay allows users to integrate with Salesforce. The capability of merging or deleting prospects in your Salesforce through Outplay decreases the manual work and also helps in maintaining a good book of business within the Salesforce and Outplay. Considering any CRM which has been connected with Outplay, to find the Merge & delete option Navigate to Settings Integration & API Click on the Salesforce connectedFew readersWhy my prospects, accounts, or opportunity data is not syncing to Salesforce
The article guides Outplay Users on reviewing Salesforce sync errors and identifying the root cause to prevent future occurrences. While syncing the data, there can be multiple reasons which fail sync With reference to that, Outplay has divided the errors into various categories. Let's see what are categories Field Settings Field Sharing Field Value Field Missing Object Id invalidFew readersSalesforce Activity Triggers
How to use Activity triggers You can do various activities in Salesforce like from Creating a Lead to Setting the Opportunity Stage based on the Action/Activity done on a Prospect in Outplay. Like I want to create an opportunity in salesforce when a prospect books a meeting in Outplay. I can do that using the Activity Trigger. I can set the actions based on the type of Activity I do for a Prospect in Outplay from sending an email to the prospect booking a meeting. You will find theFew readersUnderstand your Salesforce sync field mapping
All CRMs have a set of field mappings that keep data in sync between Outplay and your CRMs. Let's review how Outplay field properties sync to Salesforce fields, and vice versa below: Apart from the above field mappings, below are the cross-functional field types supported Field Type: Name Outplay has separate prospect properties for First Name and Last Name. If you have configured Salesforce in such a way that it has only one contact property for the prospect's name, the data syncFew readersActivity Sync b/w Salesforce & Outplay
By default, we log all the following activities to Salesforce. Activities are actions that are performed on the prospect who has been enrolled in a sequence by the user. These can be actions such as email reply, email sent, note added, call log, meeting booked, or tasks created and updated. Once any one of these activities is performed, the action is recorded into Salesforce as well to maintain complete information on both platforms, by default as shown below - (https://storagFew readersLookup fields for Salesforce users!
Lookup fields in Salesforce can be synced into Outplay You can now create lookup fields in Outplay and sync them with your Salesforce Integration. On selecting Lookup, a new drop-down called 'Map Lookup field to' will be enabled and provides you with 5 different options as Prospect, Account, Opportunity, User, and Others. You can create custom fields from the Field Configuration section. To Navigate, Go toFew readersSalesforce errors and their fixes
Status Not Found Error : Failed to set Lead Status. Status not found - Stage Name Description : The Lead status you selected for lead is not Present in salesforce. This occurs during outbound prospects. Prospect will be created in CRM but lead status cannot be sent Recommendation : Please choose an existing lead status from Salesforce or Create the lead status in Salesforce. ……………………………………………………………………………………………………… Cannot reference converted lead Error : cannot reFew readersSync prospects from Salesforce to Outplay
Sync prospects from Salesforce to Outplay. Sync old and new prospects to your Outplay account. There are a few aspects to consider while setting up the Integration. Before Integration with Outplay The sync behaves differently for the data that are already existing in Salesforce. After Integration with Outplay The sync behaves differently for the data that are created after the Integration with Outplay. Before integrationFew readersSalesforce Sandbox Integration
Connect your Salesforce Sandbox with Outplay A Sandbox is a known isolated testing environment. You can use them for development, testing, and training, without compromising the data and applications in your production org. With the Outplay-Salesforce integration, you can connect either a Salesforce production organization or Salesforce sandbox to Outplay. (https://storage.crisp.chat/users/helpdesk/website/8578b76972ee9800/d56f7476-Few readersIntegration Permissions Check in Outplay
New Feature: Integrations Permission Check in Outplay Outplay has introduced a new feature that helps you verify permissions when connecting integrations. This feature runs a basic permission check between Outplay and the connected system, ensuring that the integration functions seamlessly. How Does the Permission Check Work? Once you connect Outplay with Salesforce, you can now run a permission check toFew readers
PCRecruiter Integration
How to get API credentials to connect PCRecruiter with Outplay
In this article, we will understand on what all details are needed to connect your PCRecruiter account with your Outplay account To connect your PCRecruiter account with your Outplay account, you need the below details You will need to create a new API user within PCRecruiter. To do this, follow the instructions here (https://learning.pcrecruiter.net/site/adding-user-namesFew readersHow to sync candidates from Rollup Lists?
In this article, we will discuss how you can select roll-up lists and sync candidates Once the integration is connected, Outplay will fetch the rollup lists as and when those are modified or created new. Sequence Settings Navigate to Sequences and open the sequence in which you want to map the roll-up lists. Go to the settings tab of the respective sequence. Scroll down and under the PCRecruiter section, select the rollup lists to tag the same. (https:/Few readersHow to setup PCRecruiter Integration
This article talks about how to connect and use Outplay <PC Recruiter Outplay supports integration with PCRecruiter so that you can sync the data on both platforms. This is a native integration that is bi-directional, which means you can send your data from Outplay to PCRecruiter and vice-versa. What all can you do? Pull the contacts from PCRecruiter to Outplay, and vice-versa. Add the contacts to any sequence on Outplay based on the positions & and pipeline stage of thFew readersPCRecruiter position mapping with Sequence settings
In this article, we will discuss how to map position from PCRecruiter with Outplay Sequence Once the integration is connected, Outplay will fetch the positions as and when those are modified or created new. Once the integration is set up, positions that were created in the past 30 days will be automatically synced onto Outplay. If you wish to sync positions that were created before 30 days you will have to edit them and they will be synced. Sequence Settings Navigate to SeqFew readers
Zapier Integration
What are Client ID and Client secret while connecting zapier to Outplay and where to find those in Outplay ?
Client ID and client secret are the credentials provided by Outplay for each account to integrate Outplay with zapier. To find Client ID and Client secret in Outplay Click on User settings. Under Company settings, click on Integrations & API. Now click on any of the APIs available under API section. Note : If you don't find any APIs, you can create new API using Create API Key button.Few readersZapier Integrations
Setting up Zapier and creating Zaps Outplay supports Zapier, so you can create Zaps for inbound and outbound sync on Outplay with the applications that support Zapier. What actions can be done using Zapier on Outplay? Zapier can be used for both inbound and outbound sync between Outplay and other CRMs which support Zapier. Inbound sync: Using inbound sync, a user can save or update the details of a prospect on their Outplay account from their existing CRM(which supports Zapier).Few readers
Pipedrive Integration
Pipedrive Integration
How to integrate Pipedrive CRM with your Outplay account. Outplay supports integration with Pipedrive CRM so that you can sync the data on both the platforms. This is a native integration which is bi-directional, which means you can send your data from Outplay to Pipedrive and vice-versa. Outplay + Pipedrive integration step by step guide You can find a quick video on how to set the Pipedrive integration, import prospects from Pipedrive using filters and adding them directly to a seqSome readersPipedrive Smart BCC
You can add your Pipedrive Smart BCC email in the Mailbox BCC field of your Outplay account. This will help you to see email threads from Outplay into your Pipedrive inbox. Once the email has been forwarded, the thread will be automatically linked to the respective deals or people contacts in your Pipedrive account. In Pipedrive, You can find the company-specific universal BCC address by going to Tools and apps Email sync Smart email bcc address. (https://storage.crisp.chat/users/heFew readersPipedrive app panel and app actions for Outplay
App Panels and App Actions to manage your Outplay account directly from Pipedrive Outplay provides you with App Panels and App Actions on Pipedrive to make it easy to manage all your activities on Outplay from Pipedrive without having to switch between tabs. These panels provide you with information like: Prospect ID Tags Stage Sequences Email opens Link clicks Email replies Next due step Next step scheduled date &Few readersActivity Sync b/w Pipedrive & Outplay
By default, we log all the following activities to Pipedrive. Activities are actions that are performed on the prospect who has been enrolled in a sequence by the user. These can be actions such as email reply, email sent, note added, call log, meeting booked, or tasks created and updated. Once any one of these activities is performed, the action is recorded into Pipedrive as well to maintain complete information on both platforms, by default as shown below - (https:Few readersSync prospects from Pipedrive to Outplay
Sync your old and new prospects to Outplay. There are a few aspects to consider while setting up the Integration. Before Integration with Outplay The sync behaves differently for the data that are already existing in Pipedrive. After Integration with Outplay The sync behaves differently for the data that are created after the Integration with Outplay. Before integration with Outplay Let’s assume there are 100 contacts inFew readers
Microsoft Dynamics Integration
Integrate with Microsoft Dynamics 365
Integrate your Microsoft Dynamics CRM with Outplay Engage prospects more efficiently and effectively than ever. The Outplay - Microsoft Dynamics 365 integration is native and bi-directional, which means that you can send data from Outplay to Dynamics 365, and vice-versa, without any third-party tools. This way, you can sync and update data on both platforms. You can also have all your activities related to emails, call logs, notes, meeting logs, voicemails, and other engagementFew readersActivity Sync b/w Dynamics & Outplay
By default, we log all the following activities to Microsoft Dynamics. Activities are actions that are performed on the prospect who has been enrolled in a sequence by the user. These can be actions such as link click, email reply, email sent, note added, call log, meeting booked, or tasks created and updated. Once any one of these activities is performed, the action is rFew readers
Crelate Integration
How to Setup Crelate Integration
In this article, we will discuss how to set up Crelate Integration with Outplay Outplay supports integration with Crelate so that you can sync the data on both platforms. This is a native integration that is bi-directional, which means you can send your data from Outplay to Crelate and vice-versa. Possibilities: Pull the contacts from Crelate to Outplay, vice-versa. Add the contacts to any sequence on Outplay based on the jobs & job stage of the contact. Sync allFew readersCrelate's Job mapping with Sequence
In this article, we will discuss how to map Job from Crelate with Outplay Sequence Once the integration is connected, Outplay will fetch the jobs as and when those are modified or created new. Once the integration is set up, jobs that were created in the past 30 days will be automatically synced onto Outplay. If you wish to sync jobs that were created before 30 days you will have to edit them and they will be synced. Sequence Settings Navigate to Sequences and oFew readersHow to get your API key from Crelate to connect your Outplay account with Crelate
In this article, we will talk about how you can get your API key from Crelate Login to your Crelate account by clicking here Once logged in, navigate to Settings Tab under "My Settings & Preferences" Navigate to API Access Enable your API Access by clicking ON button Once enabled, then clickFew readersI want only those contacts which are part of a job to be synced to Outplay
Navigate to Integrations & API Click on Crelate card Click on Contacts <Prospects mapping Under Inbound sync settings, Under this option, Create Prospect in Outplay when Contact does not exist: Only when adding a job - contact gets created in Outplay only if that contact is mapped to the job and that job is mapped to any sequence in Outplay. Choosing the option mentioned above will sync only those candidates who are part of the job. Please note, that job sFew readersActivity sync b/w Crelate & Outplay
By default, we log all the following activities to Crelate. Activities are actions that are performed on the prospect who has been enrolled in a sequence by the user. These can be actions such as email and reply logging, call logging, meeting logging & note logging. Once any one of these activities is performed, the action is recorded into Crelate as well to maintain complete information on both platforms, by default as shown below - (https://storage.crisp.chat/users/helpdesk/Few readersHow can I get my contacts from Crelate to Outplay irrespective of job mapped in Crelate
Navigate to Integrations & API Click on Crelate card Click on Contacts <Prospects mapping Under Inbound synch settings, For this option, Create Prospect in Outplay when Contact does not exist: Always - whenever a new contact gets created in crelate, it will be created in Outplay irrespective of whether that contact is mapped to any job or not. Choose the option Always.Few readersUpdating Recruiting stage of a contact from Outplay
In this article, we are going to discuss about how from Outplay you can change the recruiting stage of a contact Modifying the stage from Prospect profile Whenever the contact is synched to Outplay and already tagged to a job, mapping details will be visible in the prospect profile. It will show the current recruiting stage mapped to the contact in Outplay. However, you caFew readers
Hubspot Integration
Hubspot - Outplay Integration
How to set up integration with Hubspot with Outplay. Outplay supports integration with HubSpot CRM so that you can sync the data on both platforms. This is a native and bi-directional integration, which means you can send your data from Outplay to HubSpot and vice-versa without any third-party tools. What data can be synced through the integration? You can sync the dataSome readersSync prospects from Hubspot to Outplay
Sync prospects from Hubspot to Outplay Sync old and new prospects to your Outplay There are a few aspects to consider while setting up the Integration. Before Integration with Outplay The sync behaves differently for the data that are already existing in Hubspot. After Integration with Outplay The sync behaves differently for the data that are created after the Integration with Outplay. Before integration with Outplay LeFew readersIntegrating Outplay's Meeting Scheduler with Hubspot CRM
By integrating Outplay's Meeting Scheduler with Hubspot CRM, you can automate the process of creating new contacts in Hubspot whenever an inbound lead is recorded in Meeting Scheduler. This seamless and native integration simplifies your lead management efforts, allowing you to focus on nurturing valuable relationships with potential customers. In this support article, we will guide you through the steps to integrate Outplay's Meeting Scheduler with Hubspot CRM, enabling you to sync and upFew readersActivity Sync b/w Hubspot & Outplay
By default, we log all the following activities to Hubspot. Activities are actions that are performed on the prospect who has been enrolled in a sequence by the user. These can be actions such as email reply, email sent, note added, call log, meeting booked, or tasks created and updated. Once any one of these activities is performed, the action is recorded into Hubspot asFew readersHubspot Cards - Powered by Outplay
What are Hubspot Cards? Hubspot Cards allows you to view and update information automatically when there is any change in a prospect’s activity on Outplay. These cards can help you streamline your workflows, maximize your efficiency, and take necessary action when required. The information on the card is automatically updated whenever sync occurs for the integration. Moreover, Hubspot Cards provide specific information such as Outplay ID, Opens, Clicks, Replies, Sequence Name, Tags, StFew readersImporting Prospects Engagements & Acitivites from CRM to Outplay
In this article, we will discuss on how to sync prospect's engagement & activities into Outplay. Within Outplay, users have the option to enable Outbound & Inbound Sync directions as per their use case. Now, users will able to sync their activities and engagement with their prospects into Outplay, this is to view all their data within one place rather than shuffling b/w platforms. To enable this inbound sync, please follow the steps below. Navigate to Settings within Outplay. (AdminFew readers
Zoho Integration
Zoho CRM SMTP/IMAP Setup
This article will help users which have Zoho email ID and would like to connect their email to Outplay Outplay works best with Gmail & Outlook, however, we support other ESP’s as well. If you have a Zoho email id and you want to connect Zoho SMTP/IMAP in Outplay, please follow the below-mentioned steps to set up the same How to enable IMAP access in Zoho email settings Log in to Zoho Mail. Go to Settings. (https://storage.crisSome readersConvert Leads to Contacts on Zoho CRM when they book a meeting on Outplay
Efficient Lead Management with Zoho CRM and Outplay By integrating Outplay and Zoho CRM, you can automate the process of creating contacts from your leads when they schedule a meeting with you. To achieve this, you need to create a workflow on Zoho CRM, a trigger on Outplay, and ensure bi-directional sync between the two platforms. This will create a new contact in Zoho CRM and map the relevant lead fields to the corresponding contact fields. In this way, you can streamline your lead mFew readersZoho CRM Integration
Integrate Zoho with Outplay Outplay supports integration with Zoho CRM so that you can sync the data on both platforms. This is a native and bi-directional integration, which means you can send your data from Outplay to Zoho CRM and vice-versa without any third-party tools. What data can be synced through the integration? Users can now sync the data of the Contacts, Companies, Deals using this integration. Contacts and Companies can be synced bi-directionally while the Deals have onlyFew readers
Outplay Connect now works with LinkedIn Sales Navigator & Outlook
Outplay Connect allows users to create prospects in Outplay, add prospects to sequences, create tasks, and reach prospects seamlessly from Outlook & LinkedIn Sales Navigator. How to Install and use Outplay extension - Access Google Chrome. Search Outplay Connect on your Chrome web-store. To directly install Outplay Connect, use this link. (https://chrome.google.com/webstore/detail/outplay-connect/jfjbcckhglSome readersSingle Sign-On & OKTA
This article will help Administrators set up SSO with the help of OKTA What is Single Sign-On? Single Sign-On is an authentication system that enables users to securely log in to multiple independent software systems by logging in only once into a managed authentication system. This means your users need to remember only one user ID and password but without any risk to your security. The managed authentication system is called Identity Provider (or IdP, for example, G-SuiteFew readers