Integrate Outreach (Admin)

By connecting Upmarket and Outreach using the native Outreach integration, users have the ability to pull Outreach phone tasks into Upmarket, complete the task, and update the task sequence step to move the contact to the next step in the sequence.

Connect to Outreach

1. Go to Users > Integrations. Under the Outreach section, click “Sign in” and you will be redirected to log into Outreach.

Outreach Fields

When connecting Outreach to Upmarket, authenticated users can pull data and push updates to Outreach. The integration is a native integration and does not require additional configuration from administrators. Please review the table below for additional details on the specific fields.

Note: Data pulled from Outreach is not stored, it is used only to complete phone tasks.

Account

Account data is used to populate task data in Upmarket

Field	Required	Data Direction	Details
id	Yes	To Upmarket	ID
customId		To Upmarket	Customer ID
name	Yes	To Upmarket	Name
description		To Upmarket	Account Description
websiteUrl		To Upmarket	Account website

Call

Call data is used to update completed call tasks in Outreach

Field	Required	Data Direction	Details
completedAt		To Outreach	Call Completed (Date)
answeredAt		To Outreach	Call Answered (Date)
direction		To Outreach	Call Direction (“Inbound” / “Outbound”)
outcome		To Outreach	Outcome (“Answered” / “Not Answered”)
to		To Outreach	Call To (Phone Number)
from		To Outreach	Call From (Phone Number)
note		To Outreach	Note

Call Disposition

Call Disposition data is used to populate available dispositions in Upmarket

Field	Required	Data Direction	Details
name	Yes	To Upmarket	Name
outcome	Yes	To Upmarket	Call Outcome (“Answered”/”Not Answered”)

Prospect

Prospect data is used to populate call tasks in Upmarket

Field	Required	Data Direction	Details
id	Yes	To Upmarket	Id
name	Yes	To Upmarket	Name
company		To Upmarket	Company Name
externalId		To Upmarket	External Id
title		To Upmarket	Prospect Title

Task

Task data is used to populate task data in Upmarket and to update completed task state in Outreach.