Outreach Connector

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Version 2

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=outreach

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 connector to generate reports about calls, prospects, accounts, and so on. To learn more about the Outreach API, visit their page (https://www.outreach.io/platform/).

You connect to your Outreach account in the Data Center. This topic discusses the fields and menus that are specific to the Outreach 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 username and password associated with your Outreach account.

Connecting to Your Outreach Account

This section enumerates the options in the Credentials and Details panes in the Outreach 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

The Domo Outreach connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Outreach accounts in Domo) to open the Outreach OAuth screen where you can enter your Outreach username and password. Once you have entered valid Outreach credentials, you can use the same account any time you go to create a new Outreach 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.

Note: If you are already logged into Outreach when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Outreach.

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.

Description

Report

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

Accounts	Retrieves details about accounts for the specified company.
Calls	Retrieves details about calls for a specified user ID and given date range.
Call Dispositions	Returns a ready-made collection of call dispositions that help categorize call logs.
Call Purposes	Returns a ready-made collection of call purposes that help categorize your call logs.
Mailings	Retrieves details about mailings associated with the specified mailing ID.
Personas	Returns a list of personas, used for categorizing prospects.
Prospects	Retrieves details about prospects for a specified company, first/last name, and/or user email, for a given date range.
Rulesets	Returns a list of rulesets applied to sequences.
Sequences	Retrieves details about sequences associated with the logged-in user.
Sequence States	Returns a descriptor of a currently sequenced prospect, which includes relationships to its sequence, prospect and user.
Sequence Steps	Returns a descriptor of a single step within an automated sequence.
Stages	Returns a descriptor of a point in the process, used for categorizing Prospects.
Tasks	Returns items that require actions to complete.
Task Priorities	Returns a descriptor of importance used for categorizing Tasks.
Users	Retrieves details about users associated with the logged-in user's account.

Outcome

Select whether you want to retrieve all outcomes, only answered outcomes, or only non-answered outcomes.

Mailing Type

Select whether to retrieve data for all mailing types or only a specific type (campaign, sequence, or single).

Action

Select whether to retrieve data for all task action types or only a specific type (action items, calls, emails, or in-person).

State

Select the task state you want to retrieve data for.

Type

Select whether to retrieve data for all task types or only a specific type (follow-up, manual, no-reply, open sequence, call sequence, email sequence, task sequence, or touch).

Include Email Body?

Select True to include the email body in your report data.

Date Filter

Select whether to filter dates based on the creation date or the date when updates were last made.

Duration

Select whether you want to pull data for a single date (e.g. January 23) or a date range (e.g. January 23-31).

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today. If you choose Specific, the report will always pull data for the selected date whenever it runs. If you choose Relative, the report will pull data for the entered number of back days whenever it runs. For example, if you selected Relative and entered 7 for the number of days back, each time the report ran it would pull data for the last 7 days.

Specific Date

Select the specific date you want to pull data for.

Days Back

Enter the number of past days that should appear in the report. The report will pull data for this number of past days whenever it runs. For example, if you entered 7 here, each time the report ran it would pull data for the last 7 days.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date.

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.

Specific Start Date

Select the first date in your date range.

Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

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.