Outreach to Excel

Automatically Export & Sync Outreach Data to Excel

Outreach
a black arrow pointing to the right
Excel
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

Accounts-Alltime
Accounts-Last X days
Date Rangable
Audits-Alltime
Audits-Last X days
Date Rangable
Calls-Alltime
Calls-Last X days
Date Rangable
Events-Alltime
Events-Last X days
Date Rangable
Favorites-Alltime
Favorites-Last X days
Date Rangable
Opportunities-Alltime
Opportunities-Last X days
Date Rangable
Personas-Alltime
Personas-Last X days
Date Rangable
Profiles-Alltime
Profiles-Last X days
Date Rangable
Prospects-Alltime
Prospects-Last X days
Date Rangable
Recipients-Alltime
Roles
Sequences-Alltime
Sequences-Last X days
Date Rangable
Tasks-Alltime
Tasks-Last X days
Date Rangable
Tasks-Incomplete
Tasks-Complete
Teams
Users

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Outreach.

If you only need to export your data one time, check the website of Outreach to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Outreach.
Outreach is a sales engagement platform that accelerates revenue growth by optimizing every interaction throughout the customer lifecycle.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Desktop clients like OneDrive or Dropbox can sync flat files directly to the desktop.

Formatos de archivo

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Outreach from the Data Source dropdown and Excel from the Data Destination dropdown.

Step 2

Authorize Outreach with your credentials using the flow.

Step 3

Authorize Excel with your credentials using the flow.

Step 4

Select your Data Set from the 28 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

Fuentes de datos ampliadas

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