Once the Outreach integration has been configured and users have authenticated their Outreach account, prospects and accounts can be exported directly from the Cognism Web Application or the Cognism Chrome Extension.

During export, Cognism checks for existing records using your configured matching rules. If no match is found, new records are created. If a matching record exists, Cognism updates the existing record according to your integration settings.

Before you begin

Before exporting records, ensure that:

The Outreach integration has been configured.
You are signed in to Outreach.
Field mappings have been reviewed.
You have permission to create or update Prospects and Accounts in Outreach.

Export from the Cognism Web Application

Search for the contacts you want to export.
Select one or more contacts.
Click Export.
Select Outreach as the export destination.
(Optional) Select an Outreach Sequence.
Confirm the export.

Cognism will create new records or update existing records based on your configured export settings.

Export from the Cognism Chrome Extension

You can also export contacts while browsing supported websites using the Cognism Chrome Extension.

Open the Cognism Chrome Extension.
Reveal the contact if required.
Click Export.
Select Outreach.
(Optional) Select a Sequence.
Complete the export.

The same field mappings and export settings configured in the Cognism Web Application are applied to Chrome Extension exports.

How Cognism handles matching

Before creating a new record, Cognism checks Outreach for an existing match.

Prospects

Prospects are matched using:

Email address

Accounts

Accounts are matched using:

Company domain (exact match)

If a matching record is found, Cognism updates the existing record according to your configured duplicate handling settings instead of creating a duplicate.

Adding Prospects to a Sequence

During export, you can add Prospects directly to an Outreach Sequence.

If you cannot add Prospects to a Sequence, check that:

Your Outreach mailbox is connected.
You have permission to use Sequences.
The selected Sequence is available to your Outreach user.

If exported Prospects are not added to a Sequence, see Outreach Troubleshooting for common causes and solutions.

After the export

Once the export completes:

New Prospects and Accounts are created if no matching records are found.
Existing records are updated according to your integration settings.
Exported fields are populated using your configured field mappings.
Prospects may be enrolled into the selected Outreach Sequence, if one was chosen during export.