Introduction
Enlyft is your fully integrated Sales Intelligence provider for Outreach.io. With the Enlyft Outreach.io integration, depending on your plan, you can:
Get instant access to deep account insights directly in Outreach.io, including company details, buying intent signals, software & hardware technology stacks, and more.
Export accounts, including full company profile and account insights.
Export qualified leads, including their business emails, direct dials and job profile.
Leverage Enlyft data to build optimized workflows, personalize emails, lead routing, reporting and more.
Keep your Outreach.io data clean and up-to-date with regular Enlyft data updates.
Get up and running in minutes.
And more!
The integration will:
Create new Account records when you export accounts from Enlyft.
Create new Prospect records when you export contacts from Enlyft.
Enrich your Prospect and Account records with Enlyft data.
Regularly update the Enlyft exported data.
Integration prerequisites
Active Enlyft subscription
Note: Outreach.io integration is available only for select Enlyft plans. Please contact us to learn more.
Admin user access to the Enlyft application.
Note: Only users with Administrator privileges in Enlyft can set up the Outreach.io integration. For any other roles, contact your plan Admin to set up. If you do not know who your Admin is, contact Enlyft support. To check your role, visit https://app.enlyft.com/settings/profile
Active Outreach.io license with Outreach.io Admin privileges
Installing and authorizing the application
Login to outreach.io your Outreach.io credentials. If you have multiple accounts, choose the one you want to use with Enlyft.
Find the Outreach.io integration, and click on Connect.
That’s all! Your Outreach.io integration has been successfully installed.
Configuration
After successful installation, you will need to configure all applicable settings. You can always revisit the configuration pages and change your preferences. Any changes are reflected instantly.
To Configure, Visit Integrations Page under Admin and click on Manage.
Configuration in Enlyft
Step 1 - Decide which solution to use
If you have multiple solutions within Enlyft, select the one you want to sync with Outreach.
Step 2 - Enable/Disable automatic Enrichment
Enlyft Accounts will be exported as Outreach Accounts and Enlyft Contacts will be exported as Outreach Contacts.
Automatic Enrichment can be enabled or disabled for Accounts and Contacts.
Step 3 - Field Mapping
This feature allows you to decide which Account or Contact properties (i.e. fields) you want to push each individual Enlyft data attribute. You can select any of the default or custom Outreach fields, including the ones created by Enlyft.
Please note:
Any existing data in the selected fields will be overwritten after initial installation, and refreshed on a weekly basis going forward.
Account Field Mapping
Contact Field Mapping
Exporting Accounts and Contacts from Account Insights page
Exporting an Account: Click on Export.
Any Enlyft account will be imported as an Account record in Outreach. If another record with the same website exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Exporting a Contact: Click on Export.
With Contact exports, an associated Account record is also created in Outreach.
If another record with the same email exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Using the Enlyft integration in Outreach.io
Enlyft’s data
Our data is directly stored in Outreach.io. This allows you to:
Append it to your forms
Insert personalization tokens in emails
Create workflows, tasks or sequences
Use them in reporting or sales forecasts
And much more… Contact us if you need help setting up your workflows or other capabilities through Enlyft data.
For questions or support, please contact your Customer Success manager or email us at [email protected].