Automate Outreach includes a CRM Sync tab and an Activity Log to help you manage how data flows between Outreach and your CRM, and to track what happens to each lead throughout a campaign.
CRM Sync
The CRM Sync tab (previously called CRM) brings together your CRM integration settings with clearer labels and helper text on each setting.
How Email Address Matching Works
The Primary email address setting controls which address is used to match a lead to an existing CRM record. Both Work and Personal email addresses are always written to your CRM â the Primary setting only determines which one is used for matching.
You can optionally set a fallback address to use for matching when the primary is not available.
ARCRM Sync Defaults
ARCRM sync defaults are now managed in their own dedicated modal, organised by entity type. Open it from the CRM Sync tab to review and update your defaults.
Activity Log
The Activity Log records events for each lead throughout a campaign, giving you a full picture of what happened and when.
Enrichment Tab
A dedicated Enrichment tab shows enrichment activity for each lead, including which field was enriched and what the value changed to.
Campaign and Lead Events
The following events are now recorded in the Activity Log:
Campaign completed
Lead completed
Cleaner Filters
Bounced, failed, and skipped entries no longer appear alongside the link-opened and link-clicked filters, making it easier to focus on engagement activity separately from delivery issues.
â Frequently Asked Questions
Does the Primary email address setting change which addresses are synced to my CRM?
Does the Primary email address setting change which addresses are synced to my CRM?
No. Both Work and Personal email addresses are always written to your CRM. The Primary email address setting only controls which address is used to match a lead to an existing CRM record.
Where can I see which fields were enriched for a lead?
Where can I see which fields were enriched for a lead?
Open the Activity Log and go to the Enrichment tab. It shows each lead, the field that was enriched, and what the value changed to.
Where are the ARCRM sync defaults configured?
Where are the ARCRM sync defaults configured?
ARCRM sync defaults are in their own modal within the CRM Sync tab, organised by entity type. Open the CRM Sync tab and look for the ARCRM sync defaults option.