Outreach

Outreach (opens new window) helps sales and marketing teams manage the journey of prospects and customers through an easy-to-use interface. Outreach allows teams to do so through sequences of planned interactions with each prospect which include automated emails, scheduled phone calls and other custom tasks. This helps you remain coordinated with your team on each sales interaction whilst retaining a personal touch for each sales cycle.

API version

The Outreach connector uses the Outreach REST API v2 (opens new window).

How to connect to Outreach

The Outreach connector uses OAuth 2.0 to connect.

Complete the following steps to set up your Outreach connection:

1

Enter a name for your connection in the Connection name field.

Set up your Outreach connection

2

Use the Location drop-down menu to select the project where you plan to store the connection.

3

Optional. Go to the Custom OAuth profile field and select a custom OAuth profile for this connection.

OAUTH PRIVILEGES

The Outreach connection inherits permissions from the user who authenticates it. Workato recommends that you create an integration user for Workato on the Outreach platform. This prevents the connection from being tied to a physical user.

4

Click Connect.