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Talkdesk Outreach Connector Installation

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Installing the Outreach integration is a simple process. 

 

Activating the Outreach Connector in Talkdesk

To activate the Outreach integration, follow these steps:image2.png

  1. Log into your Talkdesk account as an Administrator.
  2. Go to the Admin section [1].
  3. Select the Integrations tab [2].
  4. Click Add integration [3].

image3.png

  1. Scroll down until you find “Talkdesk Outreach Connector”, or use the Search box in the upper right corner. Select the Add integration [4] button.image1.png
  2. Choose the desired options for the integration:
    • “Synchronize Contacts”: Import and synchronize contacts from Outreach.
    • “Synchronize Agents”: Match agents in Outreach to Talkdesk agents with the same email address.
    • “Contact Types”: Type of Contacts to be loaded.
  1. Once you have selected all the options, click the Connect Talkdesk Outreach Connector button. This will open a new browser page in Outreach.
  2. Log into an Outreach account with Administrator privileges.

image4.png

  1. If the set-up was done correctly, you see a screen confirming that the integration was successfully installed.
  2. You can close this tab and go back to the Talkdesk configuration page. Then, refresh your browser to update the integration configuration page.

 

Note: Integrations installed using OAuth authentication cannot be modified once the installation is completed. The only way to change a value or option is to remove the integration and add it again.

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