Connecting your persona to Outreach is easily done within the app via oauth. Here are the instructions to set up an individual persona. This can easily be re-applied to any other persona that you want to connect to Outreach too.
- Go to the persona that you want to connect and click on the persona settings tab.
- In the “Integrations - Data Export” section, click on the setup integration button to reach the integration wizard.
- Select Outreach and follow the wizard’s instructions.
Data will now be exported to outreach after you’ve reviewed the contacts and initiated the data export. You can review the contacts and initiate the data export from the personas' or the accounts data tab.
Once you are happy with the data, you can enable Auto-Export to not have to review the sourced contacts any more but have them directly exported into your apps.