How To Reconnect and Update User Authorization for CRM Plugins

Objective

Reconnecting a disconnected CRM plugin, or modifying user authorization to the plugin.

Applies To

• Outreach Admins
• CRM Admins

Before you begin

• Admins connecting a plugin environment must have the applicable permissions in the organization's CRM.
• Confirm the connecting profiles meet the integration permission requirements.

Procedure

1. Log in to Outreach.
2. Click Administration  > Integrations > CRM.
3. Click the ... menu from the right top > Reconnect.
4. Input the applicable login credentials when prompted. 
5. Test the connection to confirm syncing.

Note: To confirm authorization has been made, run a test by applying a change to a record within Outreach and confirming the update was made in Salesforce. For more information on connecting and testing CRM plugins and environments, refer to the Connecting & Testing Salesforce Plugin Environment article.

Additional Note: 
If reconnecting the plugin auth user (PAU) to a different account, after reconnection, it may take a short while for it to "refresh" with the new PAU's profile and permissions.
Some actions performed during disconnection / reconnection may not be synced and may be completed at a later date during a future update and syncing.

Common Reasons the Plugin becomes Disconnected

1. A change in permissions of the CRM Admin who initially connected the plugin.
2. CRM Admin changed their CRM credentials.
3. The CRM Admin who originally connected the plugin has left the company.
4. An Outreach Admin manually disconnects the plugin.