Outreach Integration

Outreach is a sales engagement platform. Similar to a CRM, sales teams use Outreach to manage their interactions with prospects and customers.

With the Outreach integration enabled, accounts on all plans can manually create new Outreach accounts from Store Leads domains. Existing Outreach accounts can also be manually updated.

Accounts on the Pro or Elite plans can also:

  • Automatically update all Outreach accounts with the latest Store Leads data. This happens automatically as soon as we refresh our data (weekly).
  • Automatically update all Outreach accounts when they are manually created or modified within Outreach.
  • Export domains to a CSV file that is compatible with Outreach CSV import. This is useful for initially creating accounts in Outreach or for manual bulk updates.

Enabling the Outreach Integration

  1. To enable the Outreach integration, visit the Integrations page in the Dashboard and click on Outreach.

    Outreach Integration Summary
    Outreach Integration Summary.
  2. You'll see a page that summarizes the Outreach integration. Click the enable button to proceed.

    Enable Outreach Integration
    Enable Outreach Integration.
  3. At this point, you may be asked to login to your Outreach instance. You'll also be asked for permission to allow Store Leads to manage data in your Outreach instance. You must approve this request in order to use the Outreach integration.

    Once you approve the request, your Outreach integration will be enabled. As soon as the integration is enabled, we scan your Outreach instance to see if there is any overlap between accounts in Outreach and domains in the Store Leads database.

Disabling the Outreach Integration

If you wish to deactivate the integration, simply click the disable button.

Disable Outreach Integration
Disable Outreach Integration.

Standard Fields For Outreach Accounts

By default, Store Leads will set the following data on Outreach Accounts. You'll almost certainly want to use custom fields to set additional data.

Name
The name of the merchant that is selling on the domain. Falls back to the domain name if not known.
Domain
The DNS domain name of the store.
Description
The text description of the Domain. Generally used to describe the goods and services provided by the merchant.
Locality
The geographic location of the merchant (if known). This value is often the city/state of the associated merchant's headquarters.
Website URL
The URL of the merchant's e-commerce store.
LinkedIn URL
The URL of the merchant's LinkedIn page (if known).

These standard fields will be set on Outreach accounts when accounts are created (either manually or in bulk) and when accounts are updated (though existing values are not overwritten).

Custom Fields For Outreach Accounts

Outreach allows you to set up to 35 custom fields for each Account. To map data to these custom fields, visit the Integrations page and go to the Account Custom Field Mappings section.

Outreach Account Custom Fields
Outreach Account Custom Fields.

Use this section to map information available in Store Leads to a custom field on an Outreach Account. All fields mapped to "None" will not be sent to Outreach.

These custom fields will be set on Outreach accounts when accounts are created or updated.

Manual Creation of Outreach Accounts

The Outreach integration allows you to manually create accounts in Outreach from Store Leads domains. To do so, open the Outreach integration menu by clicking on the Outreach icon in the integration bar (which is in the top right corner of the page when you are looking at domain details in Store Leads).

Integration Bar
Integration Bar.

As long as the domain does not already exist in Outreach, you'll be given the option to create an Outreach Account for the domain.

Create Outreach Account
Create Outreach Account.

As soon as you click Create Outreach Account, Store Leads will create a new Outreach account for the domain and set all the standard and custom fields configured for the integration.

Manual Update of Outreach Accounts

When you're looking at a domain in Store Leads that already exists as an Outreach Account, the Outreach integration menu allows you to Open in Outreach (which opens the Outreach Account in a new browser tab) and Update Outreach Account. Clicking on the latter will immediately update the Outreach Account with all standard and custom fields configured for the integration.

Update Outreach Account
Update Outreach Account.

Bulk Creation of Outreach Accounts (via CSV Import)

To bulk create new Outreach Accounts, use the Export tool and select the Outreach Account CSV format. Since Outreach does not let you upload a CSV that mixes new and existing accounts, the resulting CSV file will only include domains that do not already exist in Outreach.

Outreach Account CSV Export Format
Outreach Account CSV Export Format.

Follow the Outreach instructions for uploading the resulting CSV to Outreach. You'll be asked how to handle fields that conflict with existing information (overwrite or ignore) and you'll be given the option to apply custom tags.

Note: this feature is only available to accounts on the Pro or Elite plans.

Bulk Update of Outreach Accounts (via CSV Import)

To bulk update existing Outreach Accounts, use the Export tool and select the Outreach Account Update CSV format. The resulting CSV file will only include domains that already exist in Outreach. Each row will include a unique identifier to ensure that duplicates are not created.

Note: this feature is only available to accounts on the Pro or Elite plans.

Automatic Outreach Account Updates On New Store Leads Data

Often, you'll want to keep the data you store in Outreach in sync with the latest data on Store Leads. We can automatically update all your Outreach accounts as soon we publish new data (done weekly, typically on Mondays or Tuesdays).

To enable automatic Outreach updates on weekly data updates, visit the Outreach section of the Integrations page and enable the following option.

Outreach Weekly Data Enrichment
Outreach Weekly Data Enrichment.

Note: this feature is only available to accounts on the Pro or Elite plans.

Automatic Outreach Account Updates On Changes within Outreach

If a new Account is created or updated within Outreach (e.g., manually creation in the Outreach UI), you'll probably want us to automatically update the new Account with all our available data.

To enable automatic Outreach updates on all account changes, visit the Outreach section of the Integrations page and enable the following option.

Outreach Webhook Data Enrichment
Outreach Webhook Data Enrichment.

Note: this feature is only available to accounts on the Pro or Elite plans.