Outreach Setup

Syncaroo Admin
Syncaroo Admin
  • Updated

The Outreach Synapse enables data synchronization between Outreach standard objects and Syncari entities using the Outreach API. After the Synapse is Authenticated, a user can Activate the Outreach Synapse, which enables Syncari to replicate the schema of Outreach and make it available within the Unified Data Model. Using the Sync Studio, a user can map Outreach objects to Syncari entities, and Outreach fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields in Outreach. 

If your Outreach security requires you to whitelist an IP you can find that here.

Synapse Functionality

  • Schema Discovery of Standard Objects
  • Bi-Directional Sync of Standard Objects

Outreach Setup

The Outreach Support Team must enable access to the Outreach API. You can get started by sending your request for "API Access" to <platform@outreach.io>. Be sure to request these scopes for full functionality:

  • accounts.all
  • callDispositions.all
  • calls.all
  • emailAddresses.all
  • mailboxes.read
  • mailings.all
  • opportunities.all
  • prospects.all
  • roles.all
  • stages.all
  • sequenceStates.all
  • sequenceSteps.all
  • sequences.all
  • taskPriorities.read
  • tasks.all
  • users.all
  • webhooks.all

This will create a ticket with the Outreach Platform Team and within less than 24 hours, you should receive a response that contains the following information:

  • Application ID
  • Secret
  • Callback URL

You will use the information above to proceed with Synapse Setup.

Note: You will need to send an email reply to Outreach to update the Callback URL before you can complete Authentication of your Synapse.

 

Synapse Setup

Step 1: Start by logging in to your Syncari subscription

  1. Navigate to Synapses
  2. Find Outreach in the Synapse Library
  3. Drag the Outreach Synapse to the canvas

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Step 2: Configure your Synapse parameters

  1. Enter [Synapse Name]
  2. Enter https://api.outreach.io
  3. Click Next

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Step 3: Define your Authentication parameters using the information provided in the email from Outreach Platform Support

  1. Enter [Client ID]
  2. Enter [Client Secret]
  3. Click the "Generate" button to create the OAuth Redirect URL

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Step 4: Send the Redirect URL you generated in Syncari as a reply to the Outreach Platform Team

  1. Click the "Copy" buttonmceclip1.png
  2. Send an email reply to the Outreach Platform Team containing this OAuth Redirect URL 

Step 5: Authenticate your Synapse

Once Outreach updates your API access with this Redirect URL, you can proceed:

  1. Click the "Authenticate" button

Step 6: Activate your Synapse

  1. Click "Next"
  2. Click "Make Synapse Active"
  3. Click "Close"

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Congratulations! You have completed the setup of Outreach.

If you receive any errors message after clicking Authenticate, confirm each of the parameters in the previous steps are configured properly. If the error persists, contact one of our Onboarding and Support team members.

Default Mappings

Should you choose to Activate and Create Pipelines, the following default mappings will be created:

Download as CSV.

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