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How To Configure Your Outreach Integration

Jordan W.
  • Updated

The Aircall-Outreach integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!

Before you start, make sure that you have admin rights in both Aircall and Outreach.

  • To begin, log in to your Aircall Dashboard.

  • Select Integrations & API on the left sidebar menu

  • Select Outreach from the Discover integrations tab

  • Click on Install integration

Now you will be guided through a few easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)

  • Click Add and a pop-up will appear.

  • If the integration is successful, you will see a message that says “Authentication for Aircall successfully created.” Once you see this, click on Next.

Step 2: Connect An Aircall Number

  • Select a number from the drop-down to connect to Outreach (Please keep in mind that if you do not select a number it will not be linked.)

Step 3: Connect to Outreach

  • Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)

  • Click Add and a pop-up will appear

  • From the pop-up, log in to your Outreach admin account with your credentials

  • Click on Authorize to allow Tray.io to use your account

authorize-tray-outreach.png

  • If the integration is successful, you will see a message that says “Authentication for Outreach successfully created.” Once you see this, click on Finish.

Great, your integration is active! You're all set and ready to get the most out of your Aircall-Outreach integration.

⚠️ Please note that the Outreach call dispositions are mapped and configured in Outreach (not Aircall).

Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!

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