Slintel gives you an option to sync accounts corresponding to the exported prospects. For example, while exporting a prospect from Slintel’s Chrome extension, you have an option to export the company attached to that particular lead as an account in Outreach.

However, this step isn’t mandatory. You can export a prospect or an account individually. 

  1. Toggle the button as per your preference.

Note: We provision exporting of prospects with or without accounts. However, we do not provision exporting only accounts. 

Source Settings

  1. For ease of understanding, ‘Source’ settings allow you to label all the incoming Prospects and Accounts from Slintel. For example, to label Prospects created/updated by Slintel, you can create a custom field on Outreach as "Prospect Source" and map it to the source field and enter the display text as ‘Slintel Lead’. Similarly, for Accounts, you can create a custom field  "Account Source" on Outreach and enter the display text as ‘Slintel Company’.

  1. You can also select from the ‘Update Source’ button to enable this setting 

  • Only for newly created records

  • For all records created and updated by Slintel

  1. Click Update once you’ve finalized all the settings.

  1. All Configurations and Field Mapping are at an organization level. Click Yes to proceed.

Next step: Field Mapping