Getting started with Outreach

Last updated: May 5, 2026

Step 1: Connect Outreach to Salesfinity

  1. Open your Salesfinity dashboard and click on 'Import Contacts'.

  2. Find the Outreach Integration section and click Connect.

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  3. You will then be redirected to Outreach Website to complete connection process

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Step 3: Disposition Mapping

  1. Under call Default Call Purpose choose the standard call purpose for Outreach tasks

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  1. Next select Fill Dispositions with AI and select Save (Note: Make sure disposition mapping is the same for all users)

You're All Set!

Once the integration is active, you can start importing due call tasks directly from Outreach to Salesfinity.