- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Outreach Authentication
Once you have installed the Outreach Plugin, a new option for Outreach will be available within Configuration > Email & Integration > Outreach.
NOTE: After initial installation of the Plugin, close the Configuration window and then re-open it to reveal the option in the list.
When clicked, a new window will pop open asking you to login to Outreach. This window may be blocked by your browser’s pop-up blocker.
You’ll see the following message, whilst you authenticate in the new window.
Once logged in to Outreach, you will be asked to authorise Workbooks to use the credentials you have logged in with. To continue using the integration, click “Authorize”.
The integration requires access to many different areas of the Outreach platform to enable a successful sync. Each of the permissions requested, and why they are required are listed below:
- All Operations on Accounts: Allows create, read, update and delete actions via the integration on Account records in your Outreach instance
- All Operations on Prospects: Allows create, read, update and delete actions via the integration on Prospect records in your Outreach instance
- All Operations on Opportunities: Allows create, read, update and delete actions via the integration on Opportunity records in your Outreach instance
- All Operations on Opportunity Prospect Roles: Allows create, read, update and delete actions via the integration on Opportunity Prospect Role (Prospects related to Opportunities and their roles) records in your Outreach instance
- All Operations on Webhooks: Allows create, read, update and delete actions via the integration on Webhooks in your Outreach instance. Webhooks are used to sync data from Outreach back to Workbooks
- Read Opportunity Stages: Allows read actions via the integration to get a list of Opportunity Stage values and their corresponding Id
- Read Mailings: Allows read actions via the integration to get Email content and recipient information
- Read Task Priorities: Allows read actions via the integration to get a list of Task Priority values and their corresponding Id to set the Activity Priority
- Read Task Themes: Allows read actions via the integration to get a list of Task Type (Theme) values and their corresponding Id to set the Activity Type
- Read Users; Allows read actions via the integration to get a list of Users values and their corresponding Id to set the Assigned To Value in Workbooks
NOTE: The remaining permissions are requested for future integration changes which might be implemented in the future and are not currently used. When a new version is released, the functionality will be enabled automatically.
- All Operations on Phone Numbers: Allows create, read, update and delete actions via the integration to create Phone Numbers with statuses related to Prospects/Accounts.
- All Operations on Email Addresses: Allows create, read, update and delete actions via the integration to create Email Addresses with statuses related to Prospects/Accounts.
- Read Call Dispositions: Allows read actions via the integration to get a list of Call Disposition values and their corresponding Id to set Workbooks fields
- Read Call Purposes: Allows read actions via the integration to get a list of Call Purpose values and their corresponding Id to set Workbooks fields
If you agree to the above, click “Authorize” to accept the request which allows you to use the integration. You’ll see the following message for 5 seconds before it automatically closes:
You can click “Deny” if you do not agree to the integration accessing your account on your behalf. The integration will decline the authorisation request with Workbooks. At which point, the following message is displayed, and you will be unable to use the integration.