Outreach
A guide on how to integrate Outreach with Plecto. Connect your account once, and we'll update your data automatically.
Last updated: May 9, 2022
Table of contents
Data types
For each data type you import, Plecto will create one data source and list it under Data management > Data sources. Currently, you can import the following data from your Outreach account to Plecto:
- Accounts
- Calls
- Mails
- Opportunities
- Prospects
- Tasks
Outreach integration page
Visit our Outreach integration page to find technical information about each of the data types – that includes the automatic data update frequency, custom field support, and more.
How to create Outreach data source
- Go to Data management > Data sources > + New data source > Outreach.
- Click Next and log in to your Outreach account.
- Give Plecto access to read your Outreach data.
- Select the data types you want to import.
- (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
- Click Next to continue and import your data.
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