Outreach Integration
Outreach is a sales engagement platform that automates your prospecting workflow and enables you to have personalized conversations with prospects at every stage of their buying journey.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve the user account details like user name, email address, role, etc. It helps Sprinto to map and check if the user with access offboards the organization. The org role information also helps Sprinto ensure only the configured valid roles access the system.
Sprinto checks for Outreach
Following are the available Sprinto checks for Outreach integration:
User should be identified
Outreach access should be removed for offboarded user
Critical system access control should be configured
User access to Critical System should be valid Note: The user access to the critical system becomes valid if the respective Org role is added to the system.
Before you begin
Log in to Sprinto as administrator.
Ensure you have “Admin” access on the Outreach account you want to integrate.
Sprinto uses Truto.one as the integration partner to build this integration.
Integrate Sprinto with Outreach
Follow the below steps to integrate Outreach on Sprinto:
Integrate Outreach on Sprinto.
Go to Security Hub > Settings > Integrations > Available, and click Connect next to Outreach.
Read the on-screen instructions, and click Next.
On Integration page, select the acknowledgment checkbox and click Connect to Outreach. Note: Ensure you have a pop-up window enabled on your browser.
On Authentication page, click Connect.
Log in to your Outreach account with your credentials.
Follow the on-screen instructions to grant necessary permissions to Sprinto.
Add Outreach as a critical system.
On Sprinto app, go to Security Hub > Access > Critical systems, and click + Add Critical System.
On Add Critical System page, select Outreach and click Add System.
Configure valid users for Outreach.
Go to Security Hub > Access > Critical systems, and select Outreach.
On the Summary page, click Configure Now next to the Outreach account.
On the Manage page, click Configure next to access validity.
Choose one of the options to define valid users based on roles.
Final Step
After completing Step 4, allow 15 to 20 minutes for Sprinto to finish the data syncing process. Sprinto may take few hours to evaluate the synced data and activate relevant Sprinto checks. If needed, visit Security Hub > Access > Critical System to check for pending tasks next to Outreach.
If you need any assistance with the integration, kindly get in touch with Sprinto support.
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