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
- Log in to Outreach as an admin user.
-
From the left navigation bar, go to Administration > Integrations > Apps and click Create new app. See the How to Access Outreach APIs article in Outreach for more information.
-
Click Create app and enter an App name.
Tip: We recommend using Your Company Name + Demandbase. The App identifier section automatically populates. - Check the terms and conditions boxes and click Create.
- Click Save.
- From the left navigation bar, go to Feature selection > Outreach API (OAuth).
- In the Outreach API authorization box, click Add feature.
- Make sure the Development Client tab is selected.
-
Scroll down to OAuth Application ID and copy the OAuth Application ID and Application Secret for Steps: Demandbase Setup.
-
Scroll down to Callback URL and click Add new URL. In the Callback URL 1 box, enter https://web.demandbase.com/admin/oauthcallback
-
Scroll down to API Scopes and select the following scopes:
- accounts > all
- mailboxes > all
- prospects > all
- sequences > all
- sequenceStates > all
- users > all
-
Click Save.
Important: You must copy the OAuth Application ID and Application Secret from step 9 before saving.
Steps: Demandbase Setup
-
From the left navigation bar, go to
Settings > Integrated Systems > Integration.
- Click Create Data Source and select Outreach.
- Enter the Client Id and Client Secret you copied from the previous step, Steps: Outreach API Setup.
-
(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.
- Click Save.
Outcome
You can use the Outreach Take Action feature in Demandbase to add or remove people from Sequences.