*(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.