Sales Integrations

MRoberts8
Participant

Outreach.io syncing tasks

SOLVE

Hi,

 

We've just connected our hubspot instance with outreach.io

 

I'm getting reports from sales reps that they are getting assigned many many tasks (including duplicates) for contacts that they don't own and have not put into a sequence.

 

Any advice or best practices for the sync? Ways I can troubleshoot?

 

Thank you!

0 Upvotes
1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Outreach.io syncing tasks

SOLVE

Hey there @MRoberts8. Are the sequences where the tasks are coming from in HubSpot or Outreach? 

 

Like @PamCotton mentioned, I'd start with the integration settings and set-up. Looking at the integration home page, reviews aren't the best. Issues like duplicates and not synching correctly are mentioned a few times. 

 

I'd definitely see if HubSpot Support can help. 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

View solution in original post

0 Upvotes
2 Replies 2
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Outreach.io syncing tasks

SOLVE

Hey there @MRoberts8. Are the sequences where the tasks are coming from in HubSpot or Outreach? 

 

Like @PamCotton mentioned, I'd start with the integration settings and set-up. Looking at the integration home page, reviews aren't the best. Issues like duplicates and not synching correctly are mentioned a few times. 

 

I'd definitely see if HubSpot Support can help. 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
PamCotton
Community Manager
Community Manager

Outreach.io syncing tasks

SOLVE

Hey @MRoberts8, thank you for posting in our Community!

 

I would recommend reviewing the sync settings between HubSpot and Outreach.io. Ensure that only relevant tasks are synced and that no duplicates or unnecessary tasks are generated. Verify the ownership mapping between HubSpot and Outreach.io. Ensure contacts are properly assigned to the correct sales reps in both systems. If contacts are being assigned incorrectly, adjust the ownership mapping accordingly.

 

I want to invite our top experts, @franksteiner79, @danmoyle @TomM2 any recommendations for @MRoberts8 matter?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !