Our integration with Outreach is designed to streamline your workflows by ensuring the right prospects are enrolled in the right sequences with the right context. To achieve this, we request specific permissions that allow us to read necessary data, create pre-configured assets, and automate actions within Outreach - while maintaining the highest standards of security and data minimization.

Below is a breakdown of the permissions we request and why they are needed:

User & Mailbox Access

• users.read – Allows us to retrieve Outreach users and their associated mailboxes. This is used to identify the accurate owner for prospects, map owners between systems (such as Salesforce & Outreach) and ensure that prospects are sequenced under the correct Outreach user and mailbox.
• mailboxes.read – Ensures we correctly associate prospects with the appropriate sender’s mailbox when we enroll prospects.

Sequence & Messaging Management

• sequences.all – Enables us to read existing sequences so users can select the right one within our workflows.
• sequenceTemplates.all – Grants access to create sequence templates on behalf of customers, making it easier to deploy pre-configured sequences without manual setup.
• templates.all – Allows us to create and suggest pre-written emails that can be used in Outreach sequences, ensuring consistency and reducing manual work.
• sequenceSteps.all – Lets us retrieve details about sequence steps to ensure proper tracking and automation logic when enrolling prospects.
• sequenceStates.all – Enables us to check whether a prospect is already in a sequence to prevent duplicate enrollments or conflicting outreach efforts.

Prospect & Account Insights

• prospects.all – Allows us to retrieve prospect details and update prospect fields, with relevant custom messaging, so we can personalize outreach messaging and ensure proper enrollment of prospects into sequences.
• accounts.all – Grants access to account-level data, including ownership details, which helps with ensuring prospects are matched to the correct representative.
• opportunities.read – Enables us to fetch opportunity details for attribution, ensuring that outreach efforts are properly aligned with pipeline activity.

Tasks

• tasks.read – Allows us to retrieve tasks related to outreach activities, ensuring we have proper tracking of which prospects have been contacted. 

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Our integration does not store unnecessary Outreach data or make modifications beyond the intended automation actions. We follow strict data handling principles to ensure security, compliance, and minimal data access.

If you have any questions about these permissions, please reach out to our support team.

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