Before starting, please make sure:
You've successfully added an Essential, Expert, or Custom plan with CloudTalk
You have an active Outreach account
You are an admin for both Outreach and CloudTalk
Adding Outreach in CloudTalk
Login to your CloudTalk Dashboard.
Go to Account > Integrations.
Look for Add Integration. In the Add Integration section, find Outreach and click
+ Add.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
New Authentication.
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
Finishto save your Workflow settings.
Additional Tips:
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.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!