Outreach Direct Integration

Created by Abinaya Ramakrishnan, Modified on Tue, 30 Apr 2024 at 08:37 AM by Abinaya Ramakrishnan

Overview

Spendflo's integration with Outreach streamlines the management of licenses by centralizing all licensing data on a single platform. Users have direct access to detailed license information and usage metrics from within the Spendflo app. This allows for immediate visibility into Outreach licenses and the capability to manage licensing actions directly through Spendflo, ensuring streamlined operations and enhanced visibility into the dynamic license management (DLM).


Features

  • See different Outreach license types and their utilization within the Spendflo app
  • Reclaim and off-board unused licenses of Outreach from within the Spendflo app
  • Iron-out deleted users from the HRMS integration and reclaim their Outreach licenses
  • Send the in-activity report directly from the Spendflo app to any email address


Prerequisites

  • To be able to use this integration, you need to be an admin within your Outreach account


Steps to Install


1. Go to the Spendflo Integrations page by navigating to Settings → Integrations → Available apps.




2. Scroll to find the Outreach app under the product section. Click on Connect to initiate the Integration. During this step, kindly ensure to be logged in to your Outreach account.



3. To connect, Spendflo uses Truto for securely connecting your Outreach account. Click on Continue → Connect to complete the connection.



4. Once integration is successfully completed, users will be able to find the Outreach app under the 'Connected Apps'. Click on the tab.



5. Click on the Sync button to complete the integration.




Spendflo is now seamlessly integrated with Outreach in order to provide better insights on the dynamic license management from within the product.


To know more about how our Dynamic License Management (DLM) works, click here.


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