Integrating with Outreach

Prerequisites

Outreach Setup Step 1: Creating a New Profile Step 2: Creating a New User

Prerequisites

To connect Outreach to Drivetrain, you need:

• An active Outreach account

• Admin privileges on Outreach

• Admin privileges in Drivetrain

Outreach Setup

Drivetrain supports integration with Outreach via API from a dedicated user account. To get started you would need to create a dedicated profile and a dedicated user on Outreach for Drivetrain.

Step 1: Creating a New Profile

1. Access the Outreach Platform.

2. Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.

3. Click Profiles under the USER ADMIN section on the Settings panel.

1. Create a new profile with the name Drivetrain Integration

List of Permissions

Please add the following permissions to this profile (which may vary based on your specific use case):

Permission	Options	Setting for Drivetrain Profile
Users and Profiles	Permitted/Denied	Denied
Plugins	Permitted/Denied	Denied
Triggers	Permitted/Denied	Permitted
Teams and Collections	Permitted/Denied	Permitted
Rulesets	Permitted/Denied	Permitted
Phones	Permitted/Denied	Denied
Branded URLs	Permitted/Denied	Denied
Export from Outreach	Permitted/Denied	Permitted

Record Visibility
Prospects	All Records/Owned and Reports' records/Owned Records	All records
Accounts	All Records/Owned and Reports' records/Owned Records	All records
Grant visibility to prospects in account	Permitted/Denied	Denied
Opportunities	All Records/Owned and Reports' records/Owned Records	All records
Tasks	All Records/Owned Records	All records
Calls	All Records/Owned and Reports' records/Owned Records	All records
Meetings	All Records/Owned and Reports' records/Owned Records	All records
Bulk Actions	All Records/Owned and Reports' records/Owned Records	All records
Imports	All Records/Owned and Reports' records/Owned Records	Owned Records
Outbox	All Records/Owned and Reports' records/Owned Records	Owned Records
Smart Views	All Records/Owned and Reports' records/Owned Records	Owned Records

Prospects
CSV Import	Permitted/Denied	Permitted
Salesforce Report Import	Permitted/Denied	Denied
Large Bulk Actions	Permitted/Denied	Denied
Delete Email Data	Permitted/Denied	Denied
Revert Opt Out	Permitted/Denied	Denied

Sequences
View Private Sequences	Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user	Any sequences
Create	Permitted/Denied	Denied
Edit	Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user	Sequences Owned by User
Enable Sequences	Any Sequences/Sequences owned by user or its subordinates/Sequences owned by user/Denied	Disabled
Sharing Sequences	Permitted/Denied	Denied
Use Custom Rulesets	Permitted/Denied	Denied
Exceed 5 Active templates per step	Permitted/Denied	Permitted

Tasks
Edit	Any task/tasks owned by user or its subordinates/tasks owned by user	Tasks Owned by User
Snippets
View private snippets	Any snippet/Snippets owned by user or its subordinates/snippets owned by user	Snippets owned by user
Create	Permitted/Denied	Denied
Edit	Any snippet/Snippets owned by user or its subordinates/snippets owned by user	Snippets owned by user
Share	Permitted/Denied	Denied

Templates
View Private Templates	Any template/templates owned by user or its subordinates/templates owned by user	Templates owned by user
Create	Permitted/Denied	Denied
Edit	Any template/templates owned by user or its subordinates/templates owned by user	Templates owned by user
Share	Permitted/Denied	Denied

Meeting Types
View Private Meeting Types	All Meeting Types/Owned and Reports' Meeting Types/Owned Meeting Types	All Meeting Types
Create	Permitted/Denied	Denied
Share	Permitted/Denied	Denied

Layouts
View Private Layouts	Any Layouts / Layouts owned by User / None	Any Layouts
Create	Permitted/Denied	Permitted
Share	Permitted/Denied	Permitted

Meetings
Can Use Meetings	Permitted/Denied	Permitted

Opportunities
Can Use Opportunities	Permitted/Denied	Denied
Create	Permitted/Denied	Denied
Edit	Any Opportunity / Opportunities owned by user or its subordinates / Opportunities owned by user / Disabled	Disabled
Activities get associated with Opportunities	Permitted/Denied	Permitted
Association Dropdown	Permitted/Denied	Denied

Voice
Can use voice	Permitted/Denied	Permitted
Local Presence	Permitted/Denied	Denied
Live Listen	Permitted/Denied	Denied
Recordings	Permitted/Denied	Denied
Show Two Party Consent Dialog	True/False	TRUE
Texting	Permitted/Denied	Denied

Unrelated emails using Outreach
View Subject	Permitted/Denied	Denied
View Body	Permitted/Denied	Denied

Unrelated emails not using Outreach
View Subject	Permitted/Denied	Denied
View Body	Permitted/Denied	Denied

Mail Tracking
Use open tracking	Permitted/Denied	Permitted
Use clicked link tracking	Permitted/Denied	Permitted

Mailboxes
Send from	All records/Owned and reports' records/Owned Records	Owned Records

Prospect Engagement
Email based on prospect ownership	All records/Owned and reports' records/Owned Records	All Records
Email based on account ownership	Owned and Reports' Records / Owned Records / No Records	No records

Step 2: Creating a New User

Here is a link with instructions on how to setup an account.

Or you can follow these step by step instructions given here:

1. Access the Outreach Platform > Click the User icon (single silhouette) in the navigation sidebar. > Click +User

1. Input the New User information in the corresponding fields as below:

First Name: Drivetrain

Last Name: Integration

Email: (Your customer success manager will share this with you)

1. Select User's permissions from the options under Role (In Governance) and Drivetrain Profile from the options under Governance Profile.

2. Click Save.

That’s it! Inform your customer success manager so that they can get started!