Outreach

Updated 5 months ago by Alex Soto

Integrating with Outreach allows customers to auto-provision Opensense signature blocks on Outreach. With the click of a button, Opensense signatures can be pushed to the individual Outreach accounts of all users on your domain.

Prerequisite step for the Opensense Representative

  1.  Configure Outreach in the Admin panel.  Domains Settings -> Admin -> Marketing
  2. Enable Outreach

  1. Enable Outreach Auto-Sync. Admin -> Domain settings -> Directory/Sync -> Auto sync

Steps for the Outreach Administrator

  1.  Login to Opensense. Go to Admin -> Domain Settings.  Then click Marketing.
  2. Click the Green “Connect to Outreach” button.
  3. Outreach will ask to grant access for Opensense to access Outreach API. An Outreach administrator must login and enable the connection.
  4. When API access is granted successfully, you will see the following splash screen.  Please note that Opensense recently rebranded from SenderGen.  Pardon our appearance!
  1. Outreach user sync: Naviagate to Signatures -> Users & Compliance -> Sync Tools -> Outreach Directory Sync
  2. Navigate to Pusher (Signatures drop down > 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 block is present: 


How did we do?