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Outreach Integration
- 16 Jan 2024
- 1 Minute to read
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Outreach Integration
- Updated on 16 Jan 2024
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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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
- Configure Outreach in the Admin Panel. Domain Settings → Admin → Marketing
- Enable Outreach
- Enable Outreach Auto-Sync. Admin → Domain Settings → Directory/Sync → Auto-Sync
Steps for Outreach Administrator
- Log in to Opensense. Go to Admin → Domain Settings → Marketing
- Click the Green "Connect to Outreach" button
- Outreach will ask to grant Opensense access to the Outreach API. An Outreach administrator must log in and enable the connection
- When API access is granted successfully, you will see the following splash screen. Please note that Opensense originally rebranded from SenderGen. Pardon our appearance!
- Outreach User Sync: Navigate to Signatures → Users & Compliance → Sync Tools → Outreach Directory Sync
- Navigate to Pusher (Signatures dropdown menu → Pusher). You will see a new button Push to Outreach has been enabled!
Push to Outreach
- Follow these steps to Push to Outreach
- Verify in Outreach by going into your Outreach Admin Settings → Mailboxes. Click Edit on a user mailbox, and verify the signature bloc is present
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