Connect and Sell: Setting up the Outreach Integration

Purpose:

The purpose of this article is to provide direction to Outreach Admins  in configuring Connect and Sell with Outreach. 

Intended Audience: 

• Outreach Admins

Notes: 

Setting up the ConnectAndSell Outreach Integration consists of 4 key activities:

• Configure the API connection between ConnectAndSell and Outreach
• Mirror the Call Dispositions within ConnectAndSell and Outreach
• Build a Test Call List
• Load the Test Call List and Verify Data Flow between Outreach and ConnectAndSell

Setting Up the API Connection to Outreach:

1. Log into Connect and Sell
2. Open the Company Settings Page
   
3. Scroll down to the Outreach API Credentials section
   
4. Click Verify Credentials
5. In the resulting pop up window click Authorize