CloudTalk

You've successfully added an <a href="https://www.cloudtalk.io/pricing" rel="nofollow noopener noreferrer" target="_blank">Essential, Expert, or Custom plan with CloudTalk</a>

You have an active <a href="https://accounts.outreach.io/users/sign_in" rel="nofollow noopener noreferrer" target="_blank">Outreach account</a>

You are an admin for both Outreach and CloudTalk

- You've successfully added an <a href="https://www.cloudtalk.io/pricing" rel="nofollow noopener noreferrer" target="_blank">Essential, Expert, or Custom plan with CloudTalk</a>
- You have an active <a href="https://accounts.outreach.io/users/sign_in" rel="nofollow noopener noreferrer" target="_blank">Outreach account</a> 
- You are an admin for both Outreach and CloudTalk

Login to your <a href="https://my.cloudtalk.io/login" rel="nofollow noopener noreferrer" target="_blank">CloudTalk Dashboard</a>.

Look for Add Integration. In the Add Integration section, find Outreach and click <code>+ Add</code>.

1. Optional - Give your integration a unique name (useful for companies with separate Outreach integrations for different teams).

Look for Workflow Settings. In the Workflow Settings section under Outreach Authentication, click <code>New Authentication</code>.

In the Workflow Settings section under Call Settings, select the agent you want to assign call activities to (in cases where the agent who made or received the call is not found in Outreach).

Click <code>Finish</code> to save your Workflow settings.

1. Login to your <a href="https://my.cloudtalk.io/login" rel="nofollow noopener noreferrer" target="_blank">CloudTalk Dashboard</a>.
 
2. Go to Account &gt; Integrations.
 
3. Look for Add Integration. In the Add Integration section, find Outreach and click <code>+ Add</code>.
 1. Optional - Give your integration a unique name (useful for companies with separate Outreach integrations for different teams). 
 
4. Look for Workflow Settings. In the Workflow Settings section under Outreach Authentication, click <code>New Authentication</code>.
 
 
 
5. In the Workflow Settings section under Call Settings, select the agent you want to assign call activities to (in cases where the agent who made or received the call is not found in Outreach).
 
 
 
6. Click <code>Finish</code> to save your Workflow settings.

To only log calls for specific CloudTalk numbers, add desired numbers to the Connected numbers section.

To only log SMS messages for specific CloudTalk numbers, add desired numbers to the Connected numbers for SMS section.

Check the top of the page. Make sure Integration is set to Active.

When changing settings, always click Save.

- To only log calls for specific CloudTalk numbers, add desired numbers to the Connected numbers section.
- To only log SMS messages for specific CloudTalk numbers, add desired numbers to the Connected numbers for SMS section.
- Check the top of the page. Make sure Integration is set to Active.
- When changing settings, always click Save.

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<a href="http://help.cloudtalk.io/en/articles/5642947-how-to-use-cloudtalk-with-outreach">How to Use CloudTalk with Outreach</a>

Set up Outreach with CloudTalk's private integration to transfer your Outreach Prospects

Before starting, please make sure:

Adding Outreach in CloudTalk

Additional Tips:

Related Links