Integrate Outreach with Demandbase

  • Updated

Context

The Outreach integration allows users to manage assigning and running Outreach Sequences directly from Demandbase. 

Important: To prevent Sequence access restrictions, Demandbase recommends that you use an Outreach Admin account to set up the integration.

Prerequisites/Preparation

You must have Admin privileges to set up this tenant-level integration.

To use people-based actions or automations, you must have Demandbase integrated with Salesforce or a Marketing Automation System.

Steps: Outreach Setup

Submit an API access request to Outreach using this form: Request API Access.

In the API Use Case field, enter the following information:

We are looking to integrate Demandbase with Outreach. I'd like to request a Client Id and Secret for this integration. Please set the redirect URL for this integration to https://web.demandbase.com/admin/oauthcallback. 

Demandbase hosts clients separately so I need a Client Id and Secret specific to our instance to be generated. Please create a new API application with new credentials specific to our instance.

If you need anything else to complete this setup, let me know and feel free to cc support@demandbase.com as needed.

Thank you

Steps: Demandbase Setup

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Integration.
  2. Click Create Data Source and select Outreach.
  3. Enter the Client Id and Client Secret received from Outreach.
  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 now use the Outreach action in Demandbase to assign a Sequence to an Outreach user to run against a prospect.

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