Outreach Integration

Outreach Integration Overview

Integrating Your Data

Ambition will build a custom integration by leveraging Tray.io’s data connector API services between your Outreach instance and Ambition.

While Ambition handles all the API and configuration work for you, an Outreach Admin account is needed to authorize access to your Outreach data.

Ambition supports metrics related to the following Outreach data types including, but not limited to:

• Calls
• Opportunities
• Prospects
• Tasks
• Emails
• Sequence States
• Overdue Tasks (Daily totals)

See examples of Outreach metrics here.

Tray.io

Our Outreach integration solution is built and stood up on Tray.io’s platform. Tray.io is our partner in building and automating how we access, enrich, and process your data. The Tray platform takes maximum precaution to ensure your data remains safe and secure. All data that is processed by Tray is encrypted, review the following links to read more about their Security Standards:

• Tray.io's Security Policies
• Tray.io's Data Protection Statement
• Tray.io’s Data Security Statement

Setting up the Integration

The overall process for getting up and running with the Outreach integration solution is quite simple. Here’s a quick glance at the time line and actions involved in getting launched!

1. Create an Integration-Specific User in Outreach

An integration specific users is needed to authorize the API between Outreach and Tray.io. Tray.io is the bridge between Outreach and Ambition.

Our custom integration uses a Tray.io-hosted OAuth app, which simplifies the authentication process and allows us to limit and specify the exact scopes we need.

Outreach Admin credentials are needed to permit Read Access to the data from the endpoints that support the metrics you want in Ambition. The recommended best practice is to use an empty seat/license to avoid any potential issues.

Username example for your Integration User: ambition-integration@yourcompanydomain.com

2. Complete your Metric Details Sheet (provided during implementation planning)

The metric details sheet is an organized list of the metrics you want to build into Ambition.

The list will include the following details about each metric:

• Metric Name (Display name for your metric in Ambition)
• Description (Additional key details about the metric for clarity)
• Validation Report URL (Link to the report where you track this metric today)
• Object/Record type (E.g. Call/Task/Opportunity)
• User Field (The user who should get credit in Ambition)
• Date Field (The date the user should get credit in Ambition)
• Count, Sum, or Average (How the metric should be calculated)
• Filter logic

3. Integration Authentication Call

Once you’ve created your Integration User and completed your metric details sheet, we will schedule a call with you to request access to your Outreach account and enable the integration solution. 

During the call, you will be provided with a link to walk through the configuration setup wizard where we will set up a new authentication, authenticate using the OAuth App by signing in with your Integration User’s credentials, and then you will authorize access to the Outreach API Endpoints needed to build your metrics.

4. Integration Build

After the authorization call, the Ambition team will take the information from your metric details sheet to build out your specific use-case solution.

This includes building out the integration tiles in your Ambition account, formatting all of the data, selecting your endpoints, authenticating your Ambition endpoints, and setting up all the details surrounding the integration solution.

Once data is flowing into your Ambition account, the process of building and validating metrics can begin.

Example Metrics

The following is a non-exhaustive list of example metrics supported by our integration with Outreach:

Upload Frequency

The integration fires every 10 minutes and fetches all new and updated records in the past 10 minutes.

• Up to 1000 records per API request per endpoint
• Up to 4,000 records per minute

Can the frequency be increased?

We may be able to increase the frequency to fire every 5 minutes. Our team will monitor the integration for a 1 week period and then decide if the frequency can be increased.

How many API requests are made on a daily basis?

The number of requests depends on the number of records that have been created or updated on any given day. Since we max out the page limit for results per endpoint which is 1000 records and Outreach’s API rate limiting is 10,000 requests per hour per user, and we use an integration specific account, there’s no fear of ever hitting this limit.

TIP: If you know roughly the amount of records that are created in a day at your company, divide that by 1000, and you will get the number of requests that are made to your Outreach account.

Deleted Records

Outreach has a webhook capability that allows us to track deleted records for all records based endpoints that are a part of this solution. Our integration ‘listens’ for deleted records and adds them to a queue. Every 10 minutes, we grab the batch of deleted records and send them into Ambition.

Historical Data

A historical import is optional, and does require additional approval. If you wish to request a historical import, please note we currently support up to 30 days of historical data.

Outreach ‘meetings’

Regrettably, Outreach has not built a ‘meetings’ specific API endpoint. This means no meeting data is available via this integration. We have reached out to them to let them know how important this is for Outreach users. We hope to add this to the integration solution once it’s up and running on Outreach’s end.

For now the best option for meeting related metrics is Outreach’s Salesforce integration. If you happen to have Outreach and Salesforce, Outreach has great documentation on how to set up meeting related data syncs. Once you have that set up, reach out to us and we can help you sync your Salesforce data with our native integration.

Making Changes

Our solutions team is here to help you make any changes you may need with your integration solution. Let us know what changes may be needed, and we’re happy to take care of it!