Integrating Outreach

Capabilities

DataGrail's Outreach integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Outreach User Role: Admin

Connect to DataGrail

1. In DataGrail, select Login to Configure.
2. Select your desired Asynchronous Deletion Behavior.

Outreach Deletion Behavior Configuration

Mark integration as complete when a deletion request is successfully submitted: The Outreach Integration will be marked as "complete" as soon as the deletion request is submitted to Outreach.

Continue processing until the deletion request is completed (default behavior): The Outreach Integration will show a "processing" status until the Outreach deletion is complete.

3. Log in to Outreach if prompted and authorize the necessary permissions to DataGrail:

Required Permissions

• complianceRequests.read
• complianceRequests.write
• profile
• email
• read_prospects
• update_prospects
• read_sequences
• read_tags
• read_accounts
• read_activities
• read_mailings
• read_mappings
• read_users
• read_calls
• accounts.all
• callDispositions.read
• callPurposes.read
• calls.all
• events.all
• mailings.all
• mailboxes.all
• personas.read
• prospects.all
• sequenceStates.read
• sequenceStates.write
• stages.all
• tasks.all
• webhooks.all
• calendars.all
• calendarEvents.all
• calendarEventAttendees.all
• mailboxContacts.all
• meetingTypes.read
• experiments.all
• phoneNumbers.all
• licenses.all
• sequenceStates.all
• sequenceSteps.all
• sequences.all
• users.all
• snippets.all
• templates.all
• sequences.all
• sequenceTemplates.all

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Synchronous vs. Asynchronous Integrations
• Whole Record Deletion
• Access Request Lifecycle
• Deletion Request Lifecycle

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Outreach integration uses the REST API v2:

Access Type	Synchronous
Deletion Type	Asynchronous (Whole Record)

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.