Outreach Integration: Initial Installation Guide

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 for RollWorks 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.

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Who can access

In order to use the Outreach integration for RollWorks, you should have the following:

  • Any paid Outreach subscription.
  • Any paid RollWorks package: Starter, Standard, Professional, or Ultimate. 
  • Your Salesforce or HubSpot CRM must be connected to RollWorks and Sales Insights seats must be assigned.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Connecting Outreach to RollWorks

Before you Start

The Outreach & RollWorks Integration is powered by our Sales Insights feature. Before you continue connecting Outreach to RollWorks 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
RollWorks No pre-requirements. Continue reading this article.
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1. Connect Salesforce to RollWorks.

2. Configure Sales Insights seats with Salesforce.
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1. Connect HubSpot to RollWorks.

2. Configure Sales Insights seats with HubSpot.

Once the pre-requirements above have been completed you can proceed with connecting Outreach to RollWorks:

  • Log in to RollWorks and navigate to Settings > Integrations > Sales Engagement.
  • Click Connect inside the Outreach card.

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  • In the next screen, click Connect.

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  • In the next screen, enter your Outreach credentials and log in.

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  • You are all set, you will see a confirmation message on the screen indicating Outreach is connected to RollWorks.

Remember

It can take up to an hour for the two platforms to effectively connect before you can start using this integration.

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Next Steps

After you connect Outreach to RollWorks 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 RollWorks platform. From there they 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.

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