Outreach

This Integration requires Fides Cloud or Fides Enterprise. For more information, talk to our solutions team.

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 integrate with Outreach, you'll need to setup a custom Outreach app. This ensures exclusive data control, enhances security by reducing unauthorized access risks, and allows customization of scopes and permissions to suit your business needs and policies.

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:

Name	Description
Domain*	Your Outreach domain (default: `api.outreach.io`)
Requester email*	The email address of the Outreach user that created your custom app
Client ID*	The OAuth 2.0 client ID for your application. For more info, see the Outreach OAuth guide (opens in a new tab)
Client secret*	The OAuth 2.0 client secret. For more info, see the Outreach OAuth guide (opens in a new tab)
Redirect URL*	The Fides URL to which users will be redirected upon successful authentication (ex. `https://fides-host.com/oauth/callback`)
Page size*	The number of results to return on each page.

Your Outreach app will need the following scopes: complianceRequests - All, prospects - All, recipients - All, and roles - All

Integrating with Outreach

To integrate an existing system with Outreach:

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

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

Click on Authorize integration to be redirected to the Outreach authorization screen
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.

Privacy function	Endpoint(s)	Description
Access Requests	Prospects (opens in a new tab)	Used to fetch prospects from Outreach.
Access Requests	Recipients (opens in a new tab)	Used to fetch recipients from Outreach.
Delete Requests	Prospects, Recipients (opens in a new tab)	Used to delete prospects and recipients in Outreach.

By default, deletion requests are fulfilled by masking personal information. To enable Fides to erase personal information instead of just masking it, ensure the masking_strict variable in your fides.toml file is set to false.

Oracle Responsys Power Reviews