CRM Sync setup

Connect your CRM once, choose the pipeline stages Outscoped should use, and proposal activity will stay attached to the same contact and opportunity.

Before you connect

You need an Outscoped Growth account and permission to install apps in the CRM sub-account you want to connect. Have that sub-account's Location ID ready; you will find it in the sub-account's Business Profile settings. You pick the pipeline and stages from a list during setup.

Keep customer accounts separate. Connect the CRM account owned by your cleaning company. Outscoped never asks for your CRM password. The access you approve is stored encrypted, tied to your Outscoped account, and deleted when you disconnect.

Connect your account

  1. Sign in to Outscoped and open Settings > Integrations.
  2. Choose Connect on the CRM card and follow the secure connection link.
  3. Approve access for the correct CRM sub-account. A single-use confirmation code appears; it expires after 30 minutes.
  4. Return to Outscoped and enter your Location ID and the confirmation code. Choose Load pipelines & stages, then pick the pipeline, the stage for sent proposals, and the stage for signed proposals.
  5. Save, and the card shows Connected.

What Outscoped sends

When a proposal is sent, Outscoped creates or updates the client contact and creates an opportunity in your sent stage. When the proposal is signed, Outscoped updates that same opportunity, moves it to your signed stage and records the proposal value. If the team member who prepared the proposal has a CRM user with the same email address, the contact and opportunity are assigned to them.

Disconnecting

Open Settings > Integrations and choose Disconnect. Outscoped stops future updates and deletes the stored access. Existing CRM contacts and opportunities remain in your account.

Need a hand connecting?

Email [email protected] with your business name and the email you use for Outscoped, and we will walk through it with you.

Email supportOpen Outscoped Support