Outreach Integration with Tendril

Customer Account

Super Admin

The next section explains the step by step process to install Outreach Integration with Tendril with a Super Admin Outreach account.

Step 1: Log in to Tendril Connect

You received an email from our team sharing your credentials.

Step 2: Go to Settings

On the left menu, click on Settings

Step 3: Integrating Outreach inside Tendril

1. Select "Application" on the top bar

2. Select Outreach tab

3. Add / Manage your Outreach Account

Step 4: Sign in to your Outreach account

Use your Outreach credentials to Sign in to your Outreach account

The super admin account or email in outreach needs to be the exact email account in tendril.

Step 5: Confirm Accounts have been synched

Go to Dashboard > Integrations > Outreach

Verify that your contact list appears.

If this CONNECTION section does not appear, go back to Tendril and do a hard refresh:

MAC: ⌘ [Cmd] and [⇧ Shift] and then press R

Windows: [Ctrl] and [⇧ Shift] and then press R

And click again on the HubSpot Logo

Step 6: Verify Outreach Lists are shown in Tendril

In the Contacts Panel, select the Outreach Tab and choose a list to confirm the synchronization is showing successfully.

If this CONNECTION section does not appear, go back to Tendril and do a hard refresh:

MAC: ⌘ [Cmd] and [⇧ Shift] and then press R

Windows: [Ctrl] and [⇧ Shift] and then press R

And click again on the HubSpot Logo

Step 7: Map your custom outreach dispositions.

If you would like to have your own custom call dispositions.

Create or edit disposition mappings.

These mappings will be synched back as a result of your calls.

Now you can see all your Outreach users inside Tendril!

You have now successfully integrated your Outreach List and Mapped your own Call Dispositions with Tendril Connect!

Once the accounts are shown in Tendril, the integration between outreach and Tendril has been successfully synchronized.

If this CONNECTION section does not appear, go back to Tendril and do a hard refresh:

MAC: ⌘ [Cmd] and [⇧ Shift] and then press R

Windows: [Ctrl] and [⇧ Shift] and then press R

And click again on the HubSpot Logo