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- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
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- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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Installation
Last updated : 17th December 2020
Install the Outreach Integration plugin to create custom fields and processes required by the integration
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
To set up the integration, install the Outreach Integration Plugin into your Workbooks database. As a System Admin, click Start > Configuration > Automation > Plugins > Add Plugin. From here, select Script Library and then Outreach Integration. Select Install to begin the Plugin installation.
Step 1 of the Plugin asks for confirmation to go ahead with the installation. When you click Continue, a number of Custom Fields and Automated Processes required by the integration will be installed automatically. More information on the configuration that is created can be found here.
The previous page will take around 1 minute to complete. After seeing a success message, close the installation window.
