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Outreach.io

Outreach.io

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3 mins READ

Outreach.io is a sales engagement platform that helps teams streamline communication, automate workflows, and manage customer interactions more effectively.

Connecting your application to the Outreach platform allows you to leverage Outreach's powerful sales engagement tools directly within your application. 

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Choose a clear and descriptive name for your connection, such as "MyAppOutreachIntegration," to easily identify it within your application or integration settings.

  • Authentication Type: Outreach supports OAuth 2.0 authentication for secure and user-friendly API access. This allows you to authorize your application to interact with Outreach on behalf of users.

OAuth 2.0 Client Credentials

  1. Create an app in Outreach.

  2. Gather the Client ID and Client Secret provided during app setup. These credentials will be used to authenticate API requests.

  3. Ensure that the required scopes for your application are selected during app creation. You may refer to the Outreach API documentation for scope details

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Actions

Action

Description

Create new mailing

Creates new mailing in Outreach

Get a collection of prospects

Gets a collection of prospects in Outreach

Get a sequence

Get a sequence by ID in Outreach

Get a sequence template

Get a sequence template by ID in Outreach

Get collection of mailings

Gets a collection of mailings in Outreach

Get collection of sequence steps

Get a collection of sequence steps in Outreach

Get collection of sequence templates

Get a collection of sequence templates in Outreach

Get mailing

Gets a mailing by ID in Outreach

Get prospect

Gets a prospect by ID in Outreach