The Outreach integration allows users to assign and run Outreach Sequences directly from Demandbase. See Take Action: Outreach Sequences and Automation: Outreach Sequences.
You need to first create the Demandbase API within Outreach, and then integrate with Outreach in Demandbase.
Prerequisites
- You must have Admin privileges in Outreach.
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access
Create Demandbase API in Outreach
- Log in to Outreach as an Admin.
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From the left navigation bar, go to Administration > Integrations > Apps and click Create new app. See Outreach's How to Access Outreach APIs article.
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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 Demandbase Setup.
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Scroll down to Callback URL and click Add new URL. In the Callback URL 1 box, enter https://web.demandbase.com/admin/oauthcallback
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Scroll down to API Scopes and select the following scopes:
- accounts > all
- mailboxes > all
- prospects > all
- sequences > all
- sequenceStates > all
- users > all
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Click Save.
Important: You must copy the OAuth Application ID and Application secret from step 9 before saving.
Integrate with Outreach in Demandbase
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From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click New Integration and select Outreach.
- Enter the Client Id and Client Secret you copied from step 9 in Create Demandbase API in Outreach.
- (Optional) Toggle on Automatically create people to create people records 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.
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Click Save.