*(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. Please deselect any users that you do not wish to be included in the Safety Net feature.