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How to integrate Outreach with Plecto

  1. Go to Data sources > New data source > Outreach.

  2. Click Next and log in to your Outreach account.

  3. Give Plecto access to read your Outreach data.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Currently, you can import the following data from your Outreach account to Plecto:

  • Accounts

  • Calls

  • Mails

  • Opportunities

  • Prospects

  • Tasks