Documentation

Description

‍Outreach is the leading sales execution platform that helps market-facing teams efficiently create and predictably close more pipelines.

The schema information shows all report types you can use to extract data from Outreach.

Follow our setup guide to connect Outreach to Improvado.

Step 1. Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the Outreach tile.

Step 3. Authorize your Outreach account via OAuth. Before authorization, please, ensure you are signed in to the account you want to extract data from.

Step 4. Grant Improvado your permission to read data from your domains, including audits, accounts, call details, email addresses, events, tasks, teams, templates, profiles, and other essential system entities necessary for comprehensive data extraction and analysis.

Step 5. After completing the connection process, the Outreach connection will appear in your Connected sources list.

Step 6. When the connection status is Active and the account status column shows a number of accounts, you can move on to data extraction.

Step 7. To extract data from the connected sources, check the instruction on how to set up data extraction.