Objective
Configure the API connection between ConnectAndSell and Outreach as an Admin.
Applies To
- Outreach Admins
- ConnectAndSell
- Outreach Integrations
Procedure
- Log in to the ConnectAndSell application.
- Open the Company Settings Page.
- Scroll down to the Outreach API Credentials section.
- Click Verify Credentials.
- In the resulting pop up window click Authorize.
Additional Information
- Mirror the Call Dispositions within ConnectAndSell and Outreach
- Build a Test Call List in ConnectAndSell
- Load the Test Call List and Verify Data Flow between Outreach and ConnectAndSell
If you experience any challenges while completing this configuration please call the ConnectAndSell Support team at 1-888-297-5313 or email support@connectandsell.com.
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