The New Outreach Look and Guided CRM Sync (2023), Explained

2023’s new Outreach: a new look and a new CRM sync for everyone

In spring 2023 every Outreach customer moved to a redesigned app at a new address and a new CRM sync. Most of it happened automatically, which is why some old settings are still sitting there.

Shipped Feb–Jun 2023 EveryoneAdminsRevOps

By David Jollie, Founder and Principal Consultant, Lyte Sales · Last updated October 19, 2026 · Covers Outreach release notes through November 2024

What it actually does

The new look changed colors, fonts and navigation, moved Outreach to web.outreach.io, split settings into Personal and Administration, slimmed down Task Flow and made the Task Queue a list you can group.

At the same time Outreach replaced its old CRM sync with a guided setup for Salesforce and Dynamics. Every customer was moved across with their existing settings, and the new look only works with the new sync.

How it grew, 2022–2024

FEB

Beta of the new look starts February 22; guided CRM sync announced.

MAR

Settings split into Personal and Administration; Roles renamed Governance roles.

APR

New look for everyone from April 24, with French, German and Spanish in beta.

JUN

Old CRM sync retired by June 5, according to the latest notes.

How to set it up

Nothing to switch on

The new look rolled out automatically. Old Outreach links kept working for two years, so update any bookmarks or saved links that still use the old address.

Find your settings

Your own mailboxes, signature and notifications are under your initials › Personal settings. Org settings are under Administration (the cog).

Get task groups back

The Task Queue opens as a list. Use Group by to group by account, opportunity, sequence or time zone.

Review CRM sync mappings

As an admin, open CRM Sync from Administration and check each object’s field mappings. Map a referenced field before the field that points to it, or the save is blocked.

Clean up what carried over

Look for mappings, sync rules and permissions nobody remembers setting up. They came across from the old sync exactly as they were.

Steps paraphrased from Outreach’s Using Guided CRM Sync in Outreach and Enhanced CRM Sync Experience Overview articles, which describe the current version. Menu names can change; check them against your org.