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 the location ID, pipeline ID, sent-stage ID and signed-stage ID ready.

Keep customer accounts separate. Connect the CRM account owned by your cleaning company. Outscoped never asks for your CRM password and does not store its access token.

Connect your account

Sign in to Outscoped and open Settings → Integrations.
Choose Connect on the CRM card and follow the secure connection link.
Approve access for the correct CRM sub-account. A single-use confirmation code appears; it expires after 30 minutes.
Return to Outscoped and enter the confirmation code with the location, pipeline, sent-stage and signed-stage IDs.
The card will show Connected after authorization finishes.

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.

Disconnecting

Open Settings → Integrations and choose Disconnect. Outscoped stops future updates. Existing CRM contacts and opportunities remain in your account.

Need help?

Email support@outscoped.com or call +1 (216) 925-6564.

Open Outscoped Support

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