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 Administrative privileges to set up this tenant-level integration.
Steps: Outreach Setup
Contact Outreach's platform team to complete the Demandbase integration setup.
Send an email to platform@outreach.io with the following template:
Hi,
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
- From the left navigation bar, go to
Settings > Demandbase-Wide Settings > Integration. - Click Create Data Source and select Outreach.
- Enter the Client Id and Client Secret received from Outreach.
- (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.
Outcome
You can now use the Outreach action in Demandbase to assign a Sequence to an Outreach user to run against a prospect.