Prerequisites
- You must be able to authorize apps in Outreach.
- You must have access to the Outreach calls Rulebase should read.
- You must have the Administrator role in Rulebase.
Installation
Step 1: connect Outreach
- Log in to your Rulebase dashboard
- Go to Settings > Integrations
- Find Outreach in the list and click Add
- Sign in with your Outreach credentials
- Authorize Rulebase to access Outreach
What gets synced
Rulebase syncs Outreach calls and related user and prospect data. Rulebase also creates the Outreach webhook it needs to receive call updates.Next steps
- Confirm that the connected Outreach account can access the calls Rulebase should evaluate.
- Review synced calls in Rulebase after the first sync completes.