Outreach to Dropbox

Automatically Export & Sync Outreach Data to Dropbox

Outreach
a black arrow pointing to the right
Dropbox
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

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

Built for Synchronization

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

Scopes

Flatly provisions and manages its own App Folder in Dropbox, which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Dropbox, or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your Dropbox.


Dropbox can store flat files in the cloud or automatically sync them to the desktop.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

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

Step 2

Authorize Outreach with your credentials using the OAuth flow.

Step 3

Authorize Dropbox with your credentials using the OAuth flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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