Integrate Outreach with Demandbase

  • Updated

Context

The Outreach integration allows users to assign and run Outreach Sequences directly from Demandbase. See Take Action: Outreach Sequences for more information. 

Prerequisites/Preparation

You must have Administrative privileges in Demandbase and Outreach. 

Steps: Outreach API Setup

  1. In Outreach, go to System Settings > Integrations > Your Apps (Beta.) Click Create App. See the How to Access Outreach APIs article in Outreach for more information. 
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  2. Enter a unique App name. We recommend using Your Company Name + Demandbase. The App Identifier section populates automatically. Click Create
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  3. From the left navigation bar, go to API Access (OAuth.)
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  4. Toggle on Turn on the Outreach API access
  5. Make sure the Development Client tab is selected.
  6. Copy the Client ID and Client Secret for Steps: Demandbase Setup
    Edit_App_-_Integrations_-_Outreach__2_.png
  7. Go to Redirect URLs and click Add new URL. In the box, enter https://web.demandbase.com/admin/oauthcallback.

    Edit_App_-_Integrations_-_Outreach.png
  8. Go to Scope and select the following scopes:
    • accounts.all
    • mailboxes.all
    • prospects.all
    • sequences.all
    • sequenceStates.all
    • users.all
      Edit_App_-_Integrations_-_Outreach__1_.png
  9. Click Save.
    Important: You must copy the Client ID and Client Secret before saving.

Steps: Demandbase Setup

  1. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Integration.
  2. Click Create Data Source and select Outreach.
  3. Enter the Client Id and Client Secret you copied from the previous step, Steps: Outreach API Setup.
  4. (Optional) Toggle on Automatically create people to create new people in Outreach when new people are added to a Sequence. If this option is toggled off, only Leads and Contacts already in Outreach are added to a Sequence.
    Outreach_Integration_N.png
  5. Click Save.

Outcome

You can use the Outreach Take Action feature in Demandbase to add or remove people from Sequences.

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