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 app.spendflo.com & click on Settings -> Platform Settings -> Integrations

2. 

Navigate to Outreach under Dynamic License Management and click Connect; ensure you are logged in to your Outreach account. If an admin is required to connect, open the accordion and click Invite to invite an admin to complete the connection.

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

4. Review the permissions and continue to complete the integration. Outreach uses OAuth to authorize and automate the integration process. Click connect.

5. Once the Integration is successful a success toast message would appear on the screen.

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.