Coefficient integrates with Outreach to help businesses succeed by combining analytics, technology, and human engagement. It automates data imports, conducts analytics, and transforms insights, making it a helpful tool to understand and improve your Outreach efforts.
Schedule your Import, Snapshots, and Add Automations
Connecting to Outreach
When you begin an Outreach import for the first time, you will need to go through a few steps to connect Outreach as a data source for Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Outreach. |
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4. “Authorize” Coefficient to connect to your Outreach account. |
5. Enter your username and password and click “Sign In”. You will then be redirected back to your spreadsheet and access has been granted for Coefficient to your Outreach account. 🙌🏼 |
Importing from Outreach
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Outreach” from the list. |
3. Select "From Objects & Fields". |
4. Select an object from those listed. (example: ”Opportunity”)5. Check the box(es) corresponding to the fields you would like to include in this import. The fields selected will appear in the data previewer on the right side of the screen.
ℹ️ NOTE: The preview only shows a sample of the results that will be included in your import. 6. Customize your import by adding filters, sorts, or limits as needed. Then click “Import” on the top right of your screen.
7. Congratulations on your first Outreach import in Coefficient! 👍🏼
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Outreach
How many custom fields does our Outreach integration support?
Up to 150 custom fields are supported by Outreach’s API and can be imported. However, you can only rename up to 35 custom fields in Outreach, so some custom fields may not show a descriptive name due to this limitation.
I want to import meetings booked with Coefficient; how can I do that?
Coefficient currently does not support the following: Meetings Booked, Call Sentiment, and Team Name. This is a limitation of the Outreach API.
Are there any filter limitations with Outreach?
Due to API limitations, Coefficient supports filtering with “equal to”, “greater than”, or “less than”. With multiple filters on your import, Coefficient currently supports “AND” filter logic and not “OR”.
I am trying to sort my import by multiple fields and criteria, and getting an error. Are there any limitations to sorting with Outreach?
Due to API limitations, Coefficient supports 3 sorts with our Outreach integration.
I am trying to import 150,000 rows with Outreach, and I am getting an error. What could be the reason?
Due to API limitations, Coefficient supports 100,000 rows (maximum) imports with Outreach.