Syncing Outreach Data with HullUpdated 10/12/2019

Outreach works with two main objects: Persons and Accounts. They can be fetched respectively as Users and Accounts in Hull.

Fetching Personas from Outreach as Users in Hull

Identity resolution

First, go to the User - Identity section to define the mapping between Outreach Prospects unique identifier and Hull Users unique identifier. Please make sure that the identifier in Outreach is unique because this id will define contacts unequivocally and avoid duplicates. Unless you have a specific setup, you should be fine with the default settings.

Attribute mapping

Define which fields on the Persons in Outreach you want to import and which attribute on the User in Hull to match it with.

First, go to the User - Fetching From Outreach section and click the Edit the mapping button. A modal will pop up with the list of fields inside your Outreach instance.

You can select one checkbox at a time or choose to select all fields corresponding to a category.

Once you have clicked on the Confirm button, the fields will auto-populate inside the attribute mapper like below:

Then, select the Hull attributes that you want to match with the Outreach fields by using the dropdown on the right.

You can also choose to name the attribute in Hull differently by typing something inside the dropdown:

Once you have finished setting-up your attribute mapper, you can hit the Fetch All Contacts button to start fetching Prospects from Outreach in Hull.

⚠️ Note ⚠️

In the bottom of the section, you can choose to let Outreach propagate the link between Users and Accounts in Hull. Be careful if the same link is made inside another connector or inside some Processor code. This might create some conflicts. We suggest you validate your master-slave setup with your Hull customer success manager.

To do so, enable the toggle button:

Fetching Accounts in Hull

Identity resolution

First, go to the Account - Identity section to define the mapping between Outreach Accounts unique identifier and Hull Accounts unique identifier. Please make sure that the identifier in Outreach is unique because this id will define accounts unequivocally and avoid duplicates. Unless you have a specific setup, you should be safe with the default entries.

Attribute mapping

Define which fields on the Accounts in Outreach you want to import and which attribute on the Account in Hull to match it with.

First, go to the Account - Fetching From Outreach section and click the Edit the mapping button. A modal will pop up with the list of fields inside your Outreach instance.

You can select one checkbox at a time or choose to select all fields corresponding to a category.

Once you have clicked on the Confirm button, the fields will auto-populate inside the attribute mapper like below:

Then, select the Hull attributes that you want to match with the Outreach fields by using the dropdown on the right.

You can also choose to name the attribute in Hull differently by typing something inside the dropdown:

Once you have finished setting-up your attribute mapper, you can hit the Fetch All Accounts button to start fetching Accounts from Outreach in Hull.

Fetching Events from Outreach

With Hull's Outreach connector, you can import Outreach Events in Hull.

The events you can import are the following ones:

List of Outreach events
bounced_message
emails_opt_out
inbound_message
message_clicked
message_opened
message_opened_sender
outbound_message
prospect_stage_changed

To do so, go to the section called Events - Fetching from Outreach and select the events inside the dropdown.