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 Outreach API v2.

How to connect to Outreach

The Outreach connector uses an OAuth 2.0 to connect.

Connection field	Description
Connection name	Give this connection a unique name that identifies which Outreach instance it is connected to and the user who has authenticated

OAuth privileges

The permissions of this Outreach connection are inherited from the user who authenticates the connection. For long lasting connections, we suggest creating an integration user for Workato on Outreach so it is not tied to a physical user.