The Outreachly Salesforce integration keeps your data in sync, so your team can work from a single source of truth.
Once connected, Outreachly can send prospect information, activities, and company data directly into Salesforce.
1. How to Connect Your Salesforce Account
To connect Salesforce to Outreachly:
Go to the Integrations tab inside your Outreachly dashboard.
Find Salesforce and select Connect.
You will be redirected to the Salesforce login page.
If you are already logged in, Salesforce may skip the login screen.
Enter your Salesforce credentials and select Log In.
Required Salesforce Permissions
To complete the integration, Salesforce will ask you to approve a set of permissions. These allow Outreachly to sync data correctly.
The permissions include:
Access the identity URL service
Manage user data via APIs and browser
Access Connect REST API
Access Visualforce and Lightning applications
Access unique user identifiers
Access custom permissions
Access Analytics REST API and Charts Geodata
Manage hub connections
Manage Pardot services
Manage Data Cloud ingestion, profiles, identity resolution, calculated insights, and segmentation
Perform ANSI SQL queries on Data Cloud data
Access chatbot services
Access Headless APIs (Forgot Password, Registration, Passwordless Login)
Access Interaction API resources
Access all Data Cloud API resources
Access Einstein GPT services
Perform requests at any time
Once access is granted, Salesforce will redirect you back to Outreachly. If the redirect does not happen, go to Integrations, find Salesforce, and select Manage.
Confirming the App Installation
After connecting:
Check inside Salesforce to confirm the Outreachly app is installed correctly.
If not visible, return to Outreachly and select Install.
2. Prospect Data Synced to Salesforce
Once connected, Outreachly can send the following fields directly into Salesforce default Contact fields:
First name
Last name
Email (personal email)
Phone (default phone number)
🎓 If you need to sync additional fields, you can do this using Custom Fields. Read the guide here.
3. Setting a Default Contact Owner
This setting determines which Salesforce Contact Owner appears pre-selected when pushing prospects through:
Campaign steps
Your Inbox
The Prospects tab
You can change the owner at any time.
To set a default owner:
Open your Salesforce Integration settings.
Select the Contact Owner field.
Choose the owner from the dropdown.
Use the search bar if needed.
4. Understanding the Fallback Account
A Fallback Account is a Salesforce Account that Outreachly uses when a prospect does not have company data.
You must set a Fallback Account if you want Outreachly to:
Sync company names into Salesforce Accounts
Automatically create new Accounts through Activity Sync
Link contacts to Accounts when no company match exists
If you do not plan to sync companies as Account Objects, leave this field empty.
Creating or Choosing a Fallback Account
You can:
Select an existing Account, or
Select + New Account, name it, and select Create.
If the new Account does not appear immediately in Outreachly, select Sync Data and check again in a few minutes.
5. Company Sync to Salesforce Accounts
You can only enable this feature after setting a Fallback Account.
When enabled:
Outreachly checks whether an Account with the same company name exists in Salesforce.
If a match exists, the prospect is added to that Account.
If no match exists, a new Account is created automatically.
6. Setting Up Activity History Sync
Activity Sync automatically sends Outreachly interaction data to Salesforce. This removes manual data entry and keeps Salesforce records up to date.
If Activity Sync is enabled, Outreachly will send the following activity types as Tasks in Salesforce:
AI Label Added
Label Added / Deleted
Connection invitation sent or accepted
Meeting booked
Prospect reply
Prospect marked as Customer
Prospect marked as Lead
Message received
Message sent
Message link clicked
Email sent or received
Email link clicked
Selecting the CRM Contact Owner for Activity Sync
Before syncing activities, you must set a Salesforce Contact Owner.
If the owner does not appear in the list, use the search bar.
Ensure the selected owner has permissions to record activities in Salesforce.
Rolling Up Activities to Accounts (Optional)
By default, Salesforce does not automatically attach contact activities to the related Account.
To enable this:
Go to Salesforce Setup → Platform Tools → Sales → Activity Settings.
Turn on Roll up activities to a contact’s primary account.
7. Syncing Salesforce Data Manually
If you add new Accounts or Owners in Salesforce, you can refresh the data in Outreachly.
To sync manually:
Go to Salesforce Integration Settings.
Select Sync Data.
Syncing normally completes in under 5 minutes.
8. How to Push Prospects to Salesforce
There are four ways to send individual or bulk prospects to Salesforce.
Before you push any data, make sure that your integration settings are configured correctly.
A. Push from the Inbox
Open the prospect conversation.
Select the three-dot menu (top right).
Select Push to Salesforce.
Change the CRM owner if needed.
B. Push as a Campaign Step
Use the Push to CRM step to automatically send every prospect in a campaign to Salesforce.
You can still adjust the CRM owner during setup.
C. Push from the Prospects Tab
Go to Prospects.
Select the prospect(s) you want to push.
Choose Push to CRM.
Select Salesforce.
As before, you can change the pre-selected owner if required.
D. Push through Activity Sync
If Activity Sync is enabled, Outreachly will automatically push a prospect to Salesforce when they perform any tracked activity, even if they do not already exist in Salesforce.
🔍 Need More Help? If you have questions or encounter issues at any stage, our Customer Support team is available via the in-app chat and can help you complete your setup.