Outreach

Overview

This doc outlines how to use the Outreach connector to create contacts and associate them to sequences.

Setup

Create connector
From the settings panel or from the node catalog, search for the Outreach integration and navigate to the 'create connector' view.

Configure the connector
Click on the authenticate button and log in with your credentials.

Setup step 1

Create data loader

  • From the data module on the left panel, add a model using + next to the Outreach connector to begin configuring a data model using an Outreach object.
  • Configure the object type for loading, press save and refresh to begin syncing the model.

Actions

Write - Add a contact or account in Outreach
Create contacts or accounts in Outreach after selecting the object type and choosing the insert action. Add information to pre-existing Outreach properties using the mappings.

Write - Update, upsert, or delete a contact or account in Outreach
To upsert or modify existing contacts and accounts, write an expression for a matching value that can be matched to a pre-existing Outreach property to identify the right record.

Associate - Associate an existing contact or account to a sequence
Associate an existing contact or account to a sequence by choosing a sequence and mailbox, then provide a matching value that can be matched to a pre-existing Outreach property to identify the right record. For new contacts or accounts, use this node in conjunction with the write node.

Load - Load Outreach data into Cargo
Load data from Outreach into Cargo by selecting the object type (e.g., account, prospect, event).

FAQ

Which rate limits should I set for this connector?
The Outreach API docs suggest that the limit is 10,000 requests per hour per user. See here for more details: Outreach API call usage overview.