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How to use Custom Fields (Outreach.io users)
How to use Custom Fields (Outreach.io users)

How to assign custom fields for Safety Net preventions in your sales engagement platform.

James Paul Pirie avatar
Written by James Paul Pirie
Updated over 5 months ago

*You will first need to carry out the integration to Outreach.io using our guidance here.

Utilising custom fields can help you manage the preventions made by the Safety Net in Allegrow and utilise them further to help with your overall outbound motion. You can follow our guidance here to set these up:

1) Go to your Outreach.io Admin and select 'Administration' on your left-hand-side navigation pane.

2) Select 'Records' and then 'Prospects'.

3) Here you'll be able to see your custom fields. We would recommend selecting which one you would like to assign the Safety Net Prevention to and naming this 'Allegrow Risk Analysis'.

We would advise making a note of which custom field you have selected for the next steps.

4) Select 'Save'. This will update the custom field and mean that we're able to assign the prevention status to the prospects moving forward.

5) Open up your Allegrow Admin and go to Settings>Integrations>Outreach.io.

6) Scroll down until you see 'Custom Fields'.

7) You will then need to select the custom field that you assigned to Allegrow in Outreach.io. For example if you selected 'Custom Field 1' you would select 'custom1' in Allegrow. Once updated select 'Update' and once you see the success message in the top right-hand corner, select 'Enable'.

8) Moving forward the Allegrow Safety Net will now assign the prevention to each of the prospects inside of Outreach.io in line with our guidance here.

To learn how to further automate the preventions from Safety Net see our guidance here.

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