# Integrating with Outreach
[Prerequisites](#prerequisites)
[Outreach Setup](#outreach-setup)\
[Step 1: Creating a New Profile](#step-1-creating-a-new-profile)\
[Step 2: Creating a New User](#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.
4. 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](https://www.google.com/url?q=https://support.outreach.io/hc/en-us/articles/115002866748-Outreach-Seat-Management-Process\&sa=D\&source=editors\&ust=1677758935547540\&usg=AOvVaw1PmJ3AdkONkMGXgI4KvR50) 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**
2. 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)*
3. Select **User's permissions** from the options under **Role (In Governance)** and **Drivetrain Profile** from the options under **Governance Profile**.
4. Click **Save.**
{% hint style="info" %}
That’s it! Inform your customer success manager so that they can get started!
{% endhint %}
