Outreach

Outreach (opens in a new tab) is a sales engagement platform that helps sales teams effectively communicate with prospects and customers through personalized, automated outreach.

Prerequisites

To configure a custom Outreach app using OAuth 2.0 for authentication, please follow this Outreach guide (opens in a new tab).

Once you have this configured, you'll need to collect the following information:

Integrating with Outreach

To integrate an existing system with Outreach:

1. Navigate to Data map → View Systems and choose the system that you want to connect.
2. Click on the Integrations tab.
3. Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
4. Complete the required fields for the integration and click Save.

To authorize the integration so that it can connect to Outeach:

1. Click on Authorize integration to be redirected to the Outreach authorization screen
2. Enter your credentials and click Log in. You will automatically be redirected back to the Fides UI using the Redirect URL that was provided in the form in the previous step.

You may now confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing Integrations.

Technical detail

Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

Outeach Endpoints

In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.