What is the Outreach Integration
Outreach is a Sales Engagement platform that enables sales organizations to maximize prospecting productivity and optimize their sales execution through automated email sequences and workflows.
The Outreach integration allows your sales reps to take timely action on a contact from within the CRM, by allowing them to push contacts directly into a sales engagement sequence. With this integration, they can streamline their prospecting efforts and turn insights into action to ensure that they are engaging contacts at the right time.
With this integration your sales reps can:
- Easily see which Outreach sequences contacts have already been added to from within the Sales Insights widget in Salesforce or HubSpot CRM.
- Add one or multiple contacts to an Outreach sequence from within the Sales Insights widget in Salesforce or HubSpot CRM.
Who can access
In order to use the Outreach integration, you should have the following:
- Any paid Outreach subscription
- Any paid subscription package
- Your Salesforce or HubSpot CRM must be connected to the AdRoll ABM platform, and Sales Insights seats must be assigned.
| Your Package | Outreach<>AdRoll ABM platform Integration |
|---|---|
| Account Based Advertising | Not included |
| Account Based Marketing + Advertising | Included |
| Account Based Marketing | Included |
| Starter (Legacy) | Included |
| Standard (Legacy) | Included |
| Professional (Legacy) | Included |
| Ultimate (Legacy) | Included |
| Free Tier | Not Included |
To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.
Connecting Outreach to the AdRoll ABM platform
You must be an Admin User to access the Outreach Integration Page
It requires RollWorks Admin Permissions to access Outreach Integration. General Users will not be able to access this page. Learn more about the types of Users in this help article.
Before you start
The Outreach Integration is powered by our Sales Insights feature. Before you continue connecting Outreach to the AdRoll ABM platform, you must complete the initial Sales Insights configuration with your CRM and assign at least one seat to your sales team. Choose your CRM and complete this step first:
| Use Outreach in... | Pre-requirements |
|---|---|
| AdRoll ABM | No pre-requirements. Continue reading this article |
| Salesforce |
1. Connect Salesforce to the AdRoll ABM platform 2. Configure Sales Insights seats with Salesforce |
| HubSpot |
1. Connect HubSpot to the AdRoll ABM platform 2. Configure Sales Insights seats with HubSpot |
Once the pre-requirements above have been completed, you can proceed with connecting Outreach to the AdRoll ABM platform:
- Log in to AdRoll ABM and navigate to Settings > Integrations > Sales Engagement.
- Click Connect inside the Outreach card.
- In the next screen, click Connect.
- In the next screen, enter your Outreach credentials and log in.
- You are all set, you will see a confirmation message on the screen indicating Outreach is connected to the AdRoll ABM platform.
It could take up to an hour to take effect
After Outreach is connected, it can take up to an hour for the two platforms to effectively connect before you can start using this integration
Next Steps
After you connect Outreach, your sales reps will be able to add contacts directly into a sales engagement sequence from within your CRM’s account/company records or in the AdRoll ABM platform. From here you can:
- Easily see which Outreach sequences contacts have already been added to from within the Sales Insights widget in Salesforce or HubSpot CRM.
- Add one or multiple contacts to an Outreach sequence from within the Sales Insights widget in Salesforce or HubSpot CRM.
Click here to learn more about how your sales teams can use the Outreach integration to optimize their prospecting efforts.