Here is a walkthrough of information on how to sign up with Koncert, how and where to authorize Outreach in Koncert, how and where to map Disposition from Outreach, types of orgs to which Outreach can be integrated, and how to import and dial the Outreach list.
CRMs integrated with Outreach
- HubSpot
- Salesforce
You can integrate Outreach with either HubSpot or Salesforce CRMs.
NOTE: You can also integrate Outreach with Non-CRM (Standalone) org of Koncert.
Sign Up with Koncert
Workspace lets users get started quickly with Koncert. It simplifies the process of creating your Org and User accounts in the Koncert platform. This reduces assistance from Support so your users can get started immediately.
- The user who signs up for the first time in Workspace will be considered an Admin and will be able to add other users by sending manual invites or by automatic signup process.
- For any questions or assistance, please contact Koncert Support at support@koncert.com.
In order to integrate Outreach with your CRMs, you need to Sign Up with Koncert. For detailed instructions on Sign Up, please refer to the section CRM - Sign Up, choose your CRM and follow the steps.
NOTE: The Non-CRM (Standalone) users can sign up with Koncert by referring to the Non-CRM Sign Up section.
Integrating Koncert with Outreach
After logging into the Koncert portal, users need to authorize Outreach in the Koncert » Settings » Third Party Integrations tab.
Please refer to the article How do I complete the Outreach Integration? for detailed instructions on how to authorize the Outreach in the Koncert.
Outreach Dispositions
The Koncert Call Dispositions will be automatically updated with the Outreach Call Dispositions for mutual synchronization of call activities.
Please refer to the article Updating Koncert Dispositions with Outreach for detailed instructions on how to map dispositions to Outreach.
Fetch Outreach Fields to Koncert
The Koncert's Administration » Custom Fields tab is used to bring up the custom fields from Outreach and enable them to be used in the Koncert portal.
By default, Koncert includes the mandatory fields of the Outreach and automatically maps with the respective Koncert fields. If necessary, you can map the remaining fields.
Please refer to the article Sales Engagement Platform - Custom Fields for detailed information about custom fields.
Import Outreach lists into Koncert for dialing
To dial a list (Sequences/Cadences or Pending Calls or Manual Calls) from the Outreach in Koncert, you need to first import your list into Koncert, either into the Lists tab or into a Session tab. Koncert automatically creates a copy of the report in the Lists tab when you upload it directly into the Session tab. This feature is accessible only to customers whose Outreach is integrated with Koncert.
Please refer to the article How do I import a Call list (s) from Outreach? for detailed information.
NOTE: By default, you can import a maximum of 500 prospects. Please reach out to Koncert Support at support@koncert.com if you wish to increase the maximum limit.
Dial the imported Outreach records
The Outreach call list(s) that have been uploaded from the Lists tab or the Session tab will be displayed in the Session tab for dialing.
Field Updates
The call details (logged through the Call Disposition window) for the Outreach prospects will be communicated back to Outreach.
The activities performed (such as Calls made, Left Voicemail, Got Referral, Follow-up, etc.) in the Koncert portal will be updated in the Outreach » Activity tab.
The following fields are synced back to Outreach.
- Koncert Disposition
- Duration
- Outgoing Phone Number
- Prospect's Phone Number
- Product
- Recording URL
Please refer to the article How do I dial the imported Outreach records? for detailed information.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.