How To Connect a Primary Email to Outreach

Objective

Connect your primary individual email account in Outreach for the first time, a process typically completed during the initial walkthrough setup when first configuring your Outreach instance.

Note: Outreach may be part of editing and composing your Outreach message, but the actual execution and delivery of emails is still being done by your mail provider. Outreach does not send emails from our end.

Applies To

• Outreach Admins
• Outreach Users

Before You Begin

• A primary email address is required to connect to Outreach.
• Outreach will only sync emails associated with Prospects in Outreach. None Prospect emails will not sync. 
• Each Outreach user has a limit of 2 total mailboxes, unless expressly permitted by Outreach in your contract. Learn how to add an additional mailbox here.
• Users must complete configuration of their own mailboxes. While Admins may request mailbox adds for End Users, due to provider limitations and security best practice, Admins generally cannot configure mailboxes on behalf of End Users (buttons to configure or disconnect do not appear).

Procedure

1. Access the Outreach platform. 
2. Click your user initials in the bottom left of the navigation sidebar. 
3. Click Personal Settings.
4. Under Mailboxes click on the mailbox you need to connect.
5. In the Email provider dropdown menu, select the applicable email provider. (See more on providers below.)
   
   
6. Click Connect.
7. Optionally add a Signature.
8. At the bottom of the main options, click Show Advanced and configure additional options as applicable:
   
   • Sending settings (includes mailbox send limits and send method)
   • Sync settings
9. Click Save.

Getting an Unauthorized request error message? This typically indicates an incorrect username or password. If you are certain your credentials were entered correctly, contact your network or system administrator as applicable to verify the credentials they have on your mail server.

Configuration Option Details

Available Email Providers

Learn more about how Outreach connects with the below in the Outreach Email Overview.

• Other - Note: This is generally not recommended.
• Gmail API (recommended)
• Gmail Password (legacy)
• Exchange server - Note: On-premises.
• Outlook.com
• Office 365 OAuth (recommended)
• Office 365 OAuth (legacy)
• Office 365 Basic Auth
• Microsoft Hybrid Modern Auth
• Rackspace
• InterMedia
• Zoom

Send method

After clicking Show Advanced, scroll down to or click to arrive at the Send settings section to connect to services to send email from your primary mailbox.

SMTP

To configure the mailbox to send using SMTP:

1. From the the Send method dropdown, select SMTP.
2. Confirm or enter the SMTP username.
3. (Optional) Click Enter password and fill in the SMTP-specific password.
4. Confirm or configure the SMTP host address.
5. Confirm or configure the SMTP port.
6. Click Save.

SendGrid

1. From the the Send method dropdown, select SendGrid.
2. Click Enter API key.
3. Enter the SendGrid API key.
4. Click Save.

In Outreach, this is all that is needed to send with SendGrid. We just need the SendGrid API key and don't require any further configuration within our system. As a reminder, we are not the ones that execute and send the emails, and that is done by your mail provider. If you're seeing issues sending with SendGrid, it's most likely a configuration or permission setting in SendGrid. Common issues we see can be around domain/sender verification, and/or the API key permissions.

API key permissions

Domain verification

Sender verification

Gmail API

Ensure this is selected if your chosen email provider is Gmail API (recommended).

Additional Information

Account Setup (Outreach University)

How To Configure User Email Limits and Safeguards

Set Up an Alias with Gmail's 2-Step Verification

How to Add an Additional Mailbox to an Outreach User

How to Delete a Mailbox from an Outreach User