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Outreach 

Outreach is a sales engagement platform that accelerates revenue growth by optimizing every interaction throughout the customer lifecycle.

Outreach integration replicates data using the Outreach REST API.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Information noteMake sure that the account you use has read access to the tables you want to fetch.

To generate your OAuth Application ID and Application Secret:

  1. Log into your Outreach Developers account.

  2. Select the OAuth application you want to use, or create a new one.

  3. In the left navigation bar, click Feature Selection to make sure the Outreach OAuth API feature is added.

  4. In the left navigation bar, click API access (OAuth) to generate your OAuth Application ID.

  5. Copy and save the Application Secret in a secured file. You will need it to connect to the application.

  6. Enter https://connector.qlik.com/auth/oauth/v3.htm as your Callback URL.

  7. Make sure the following scopes are selected in the configuration:

    • callDispositions.read
    • callPurposes.read
    • duties.read
    • events.read
    • mailboxes.read
    • stages.read
    • users.read
    • accounts.read
    • calls.read
    • personas.read
    • prospects.read
    • mailings.read
    • opportunities.read
    • tasks.read
    • teams.read
    • contentCategories.read
    • sequences.read
    • sequenceTemplates.read
    • sequenceStates.read
    • sequenceSteps.read

Creating the connection

For more information, see Connecting to SaaS applications.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    Tip noteYou may need to scroll down to see this field.

    When status is Verified, the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
SettingDescription
Data gateway

Select a Data Movement gateway if required by your use case.

Information note

This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None.

For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.

Start Date

Enter the date, in the format MM/DD/YYYY, from which the data must be replicated from your source to your target.

Quota LimitThe percentage of the rate limit dedicated to the tap.
OAuth Application IDOAuth Application ID.
Application SecretApplication secret.

Schema

Information note

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

Depending on your destination, table and column names may not appear as they are outlined below.

accounts

The accounts table contains information about prospective clients in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

call_dispositions

The call_dispositions table contains information about call dispositions from your call log in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

call_purposes

The call_purposes table contains information about the purpose of calls in your Outreach call logs.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

calls

The calls table contains information about inbound and outbound calls in your Outreach call logs.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

content_categories

The content_categories table contains information about your content categories in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

duties

The duties table contains Outreach-suggested job roles for users.

Replication Method

Full Table

Primary Key

id

Useful links

Outreach API method

events

The events table contains information about application events in your Outreach account.

Replication Method

CDC

Primary Key

id

Replication Key

eventAt

Useful links

Outreach API method

mailboxes

The mailboxes table contains information about your Outreach email mailbox.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

mailings

The mailings table is a representation of a platform-related email.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

opportunities

The opportunities table contains information about your pending deals and sales in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

personas

The personas table contains information about descriptions and types of people in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

prospects

The prospects table contains information about your prospects.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

sequence_states

The sequence_states table contains info about currently sequenced prospects.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

sequence_steps

The sequence_steps table contains info about individual steps within automated sequences.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

sequence_templates

The sequence_templates table contains info about templates used by sequence steps.

Replication Method

Full Table

Primary Key

id

Useful links

Outreach API method

sequences

The sequences table contains info about sequences.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

stages

The stages table contains information about different stages in a deal process.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

tasks

The tasks table contains information about items that require action in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

teams

The teams table contains information about groups of users in Outreach.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

users

The users table contains information about individual users that use the Outreach app.

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Outreach API method

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