*(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 may not provide the email Safety Net across all your users.
*The Integration will display all mailboxes within your Outreach.io instance and give you the option to enable the Safety Net for the users who are performing the riskiest activity.
Remember, the number of users that you can have the Safety Net live for is tied directly to your package allowance.
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.