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Outreach Writeback Connector

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Version 2

 

Intro

Outreach is a sales communication platform that makes your team's communication workflows faster and reveals the performance insights that make them more effective at selling. Use Domo's Outreach Writeback connector to create and update prospects, accounts and opportunities in Outreach. To learn more about the Outreach API, visit their page (https://www.outreach.io/platform/).

You connect to your Outreach Writeback account in the Data Center. This topic discusses the fields and menus that are specific to the Outreach Writeback connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Outreach account and create a DataSet, you must have the following:

  • Your Domo Client ID and Client Secret.

  • Your Outreach Client ID and Client Secret, created when registering an OAuth app with Outreach. Use the following redirect URI while registering the app -https://oauth.domo.com/api/data/v1/o...eback/exchange

  • Your Outreach username and password.
To obtain the Domo Client ID and Client Secret, do the following:

  1. Log into your Domo developer account. 

  2. In the top right corner, click My Accounts >> New Client.
  3. Enter the name and description for your application.
  4. Provide the application scope by selecting the checkboxes for Data and User.

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  5. Click Create.

Once you have created a client, you can manage the client by clicking on Manage Client. Your Client Secret will appear in the Manage Client section.

Configuring the connection

This section enumerates the options in the Credentials and Details panes in the Outreach Writeback Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials for your Domo developer account as well as your Outreach account. The following table describes what is needed for each field:

Field

Description
Domo Client ID Enter your Domo Client ID. For more information, see Prerequisites.
Domo Client Secret Enter your Domo Client secret. For more information, see Prerequisites.
Outreach Client ID Enter your Outreach Client ID. You will need to register an app within Outreach. 
Outreach Client Secret Enter your Outreach Client Secret. You will need to register an app within Outreach. 

Once you have entered valid credentials, you can use the same account any time you go to create a new Outreach Writeback DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Outreach Writeback report you want to run. The following reports are available:

Account This report is used to update the details about accounts that are associated with logged in user.
Prospects This report is used to create a new prospect resource or to update an existing prospect that is associated with logged in user.
Opportunity This report is used to create a new opportunity resource or to update an existing opportunity for a sale or pending deal.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.