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Outreach

Follow the steps described in this article in order for your Outreach calls to be automatically imported into Modjo

Updated over 3 months ago

🚨 Prerequisite:

Please check that you have Admin rights in both Outreach and Modjo. If so, follow the quick steps described below:

⏱️ Duration time: 5' on average


Step 1: Grant us access to Outreach via OAuth

  • Log in Modjo

  • Go to Settings => Integrations

  • Click Connect below Outreach logo

  • Click Authorize

Step 2: Bind Outreach to Modjo

  • Once step 1 is achieved, you should be automatically redirected to Settings => Integrations

    • Below All integrations, you should see Outreach. Click to expand the section.

    • Afterwards, in the User tab, bind each and every Modjo user to his Outreach's user access. Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.

    • Click Save

    • You're all set! ✅

Step 3: Enable Call Recording

  • Log in to the Outreach Dashboard.

  • Go to settings => org

  • Scroll down to Voice

  • Select "Enable call recording" & "Automatically record all outgoing calls for all users"

  • Save

*Note that we solely import calls containing interactions as an algorithm excludes voicemails and very short calls.
*If you wish to update the minimum call duration for import, get in touch with your Modjo contact.

Congratulations! 🙌

Once you have completed these quick steps, your integration is turning active! Now, let’s give it a try by making your first call!

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