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.
Steps for Outreach Administrator
Note: Please ensure the Outreach Administrator has the Domain Role access assigned within Opensense. If you need assistance with this, please reach out to help@opensense.com
Complete the Outreach OAuth within the Opensense Portal
From the navigation pane on the left:
Click Connect
Once connected, the Integration will be toggled ON automatically with an info box containing:
Who completed the integration
The date of the integration
Outreach ID
After granting OAuth access, you will be redirected to an Opensense-branded landing page. You can close this page or click Continue to proceed to the Opensense Portal.
Enable Outreach Auto-Sync
From the navigation pane on the left:
Manage → Domain Settings → Directory/Sync → Configurations → Outreach → Toggle ON Auto-Sync Users
How to Perform Outreach User Sync
From the navigation pane on the left:
Manage → Users → Actions (top right hand corner) → Run Sync
Change Source to Outreach
Click Start Sync
Push the Opensense Plain Text Preview to Outreach
Follow these steps to use the Opensense Pusher tool.
Navigate to Signatures → Pusher from the navigation pane on the left side. You will see a button for Outreach with the Push option.
Verify in Outreach by going into your Outreach Admin Settings → Mailboxes.
Click Edit on a user mailbox, and verify the signature block is present.
Opensense Support
For further assistance, contact Opensense Support:
Email: help@opensense.com
Knowledge Base: help.opensense.com