When you’re in the sync stage of creating a new playbook, select Outreach and choose the integration you set up.
Currently, you can update your Prospects on Outreach.
Email ID is mandatory to update contacts on Outreach. You must map the corresponding Email ID field (from your product analytics source) to Outreach's email identifier (pre-filled).
If you wish to update a prospect's tags, you can choose the fields you wish to update on the left (Toplyne Field) with Tag 1, Tag 2, etc, on the right (Outreach Field).
Note that tags are added incrementally and are not overwritten. For example, if you send a custom value named 'Toplyne Lead' and their persona, the prospect would have two associated tags.
Typically, our customers update fields such as the signup source, conversion score, or Toplyne lead status.
Note that Outreach, by default, names their fields 'Custom1', 'Custom2' etc. These values will overwrite the existing value, if any.
In the last step, name your pipeline and the start date. Then click on ‘Finish Setup'.
Once the playbook completes, navigate to Outreach's Prospects section. Click on Add filter to filter users based on the fields or tags you just updated through the playbook.
Then select these users and click on the Sequence button to enroll these users into your sequence!
And that's how you can target your product qualified leads from Toplyne on Outreach!
Updated 8 months ago