---
title: "Step 3: Configure the outbound setup"
slug: "step-3-configure-the-outbound-setup"
updated: 2026-07-22T15:14:41Z
published: 2026-07-23T10:07:46Z
canonical: "help.8x8.com/step-3-configure-the-outbound-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Step 3: Configure the outbound setup

For campaigns to function successfully, they need to connect to the **8x8 Contact CenterLocal CRM** or **Salesforce** CRM, extract data from a specific CRM object, and generate a target call list.

> [!NOTE]
> Note:
> 
> **8x8 Auto Dialer** supports generating campaign call lists directly from the **Salesforce** CRM if **8x8 Contact Center** integration for **Salesforce** is set up. For all other **External CRM** integrations, the data must be imported from the **External CRM** into the **Local CRM** to generate campaign call lists. Learn about the [prerequisites](/documentation/docs/content-understand-crm-import) and [how to import the customer list in CSV format](/documentation/docs/content-import-customer-data-into-local-crm) and [how to add customers using the CRM API](https://support.8x8.com/@api/deki/files/2718/Virtual_Contact_Center_CRM_API_User_Guide.pdf).

Outbound setup enables you to define global properties for campaigns by:

1. [Specifying the target CRM properties](/documentation/docs/content-specify-target-crm-properties)
2. [Defining CRM objects and fields relevant to campaigns](/documentation/docs/content-add-crm-objects-and-fields)
3. [Uploading pre-recorded messages to be accessed by campaigns](/documentation/docs/content-upload-pre-recorded-messages-for-campaigns)
4. [Mapping transaction codes to disposition actions](/documentation/docs/content-map-disposition-code)