Integrating Outbound with your CRM
Want to integrate your CRM with Outbound?
This article requires some pre-existing knowledge about how APIs work, and is intended for Project Managers, Product Owners, or Administrators working in Outbound.
Here we'll go through some simple scenarios to use API calls to integrate your CRM with Outbound by Enreach.
How to import Leads to Outbound to your CRM
There are no standard Lead fields in Outbound - they depend on how you build your Campaign Templates.
So in order to send Lead data to Outbound from your CRM, use the following API calls:
1. Use GET/campaigns (or Campaign code from UI) and GET/leaddefinitions
- GET/campaigns will retrieve the Campaign Code needed to place Leads in the right Campaign.
- GET/leaddefinitions will retrieve the Lead fields from those Campaigns so you can match Lead data from your CRM with the correct Lead fields in Outbound.
2. Using the data from GET/campaigns and GET/leaddefinitions, use POST/leads to export Leads from your CRM and to import them to Outbound,.
----------------------
How to import Leads and their call data into your CRM
- Use GET/simpleleads to retrieve the uniqueID
- Use GET/calls to retrieve the uniqueLeadID
These two calls can be combined to to import Leads and their call data into your CRM.
