Setting up Outreach

Yannis Updated by Yannis

How will the data be mapped into Dreamdata?

  • Accounts: Your accounts will be mapped to Companies in Dreamdata. This will enable you to see all of your sales and marketing activities for each company in one place.
  • Prospects: Your prospects will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
  • Calls and Mailings: Your calls and mailings will be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.

What events will be included automatically into Dreamdata?

  • outbound_phone_call
    • When calls' direction equals to 'outbound'
    • When calls' state equals to 'completed'
    • CompletedAt is used as timestamp
  • inbound_phone_call
    • When calls' direction equals to 'inbound'
    • When calls' state equals to 'completed'
    • CompletedAt is used as timestamp
  • phone_call:
    • When calls' direction anything else
    • When calls' state equals to 'completed'
    • CompletedAt is used as timestamp
  • email_clicked
    • When mailings' clickedAt is not Null
    • When mailings' deliveredAt is not Null
  • email_replied
    • When mailings' repliedAt is not Null
    • When mailings' deliveredAt is not Null

How did we do?

Setting up Zapier integration & Zaps for Lead Ads

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