Outreach Integration

  • Updated on Jan 16, 2024
  • Published on Sep 29, 2023
  • 1 minute(s) read
  • Gio Mauricio
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Integrating with Outreach allows customers to auto-provision Opensense signature blocks on Outreach. With the click of a buttton, Opensense signatures can be pushed to the individual Outreach accounts of all users on your domain

Pre-requisite Step for the Opensense Representative

  1. Configure Outreach in the Admin Panel. Domain Settings → Admin → Marketing
  2. Enable Outreach
  3. Enable Outreach Auto-Sync. Admin → Domain Settings → Directory/Sync → Auto-Sync

Steps for Outreach Administrator

  1. Log in to Opensense. Go to Admin → Domain Settings → Marketing
  2. Click the Green "Connect to Outreach" button
  3. Outreach will ask to grant Opensense access to the Outreach API. An Outreach administrator must log in and enable the connection
  4. When API access is granted successfully, you will see the following splash screen. Please note that Opensense originally rebranded from SenderGen. Pardon our appearance!
  5. Outreach User Sync: Navigate to Signatures → Users & Compliance → Sync Tools → Outreach Directory Sync
  6. Navigate to Pusher (Signatures dropdown menu → Pusher). You will see a new button Push to Outreach has been enabled!

Push to Outreach

  1. Follow these steps to Push to Outreach
  2. Verify in Outreach by going into your Outreach Admin Settings → Mailboxes. Click Edit on a user mailbox, and verify the signature bloc is present