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How to integrate Allegrow with Outreach.io
How to integrate Allegrow with Outreach.io

Outreach / Outreach.io Integration

Ruari Baker avatar
Written by Ruari Baker
Updated over 2 months ago

*(To make sure your entire team understand and are ready for how the Safety Net works, share and read our separate overview guide here).

First of all, to get set-up, you’ll need both an Outreach.io and Allegrow account for the integration.

So, if you haven’t opened your Allegrow account book a demo here.

Now, if you’re ready to integrate your Allegrow account to Outreach, follow the steps below:

1. Make sure you’re logged in to the Admin User of your Outreach.io account.

You’ll need your Outreach.io admin user open in a separate tab for the integration to be successful.

2. Log in to Allegrow, Go to Settings > Integrations, then select ‘Connect Outreach’:

3. Authorize Allegrow, connecting to your Outreach account by clicking ‘Authorize’:

4. After selecting ‘Authorize’, you should see a success message display in the right-hand corner of your screen. Showing ‘Successfully connected to Outreach’:

*Make Sure your Outreach.io Admin is listed as the connected user. Otherwise, the integration will not provide the email Safety Net across all your users.

*The Integration will automatically select all users that are connected to both Allegrow and Outreach.

As a final step, you can use our guidance here to enable custom fields and implement automation following a prevention in line with the best next steps.

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