Outreach

Last updated on Nov 17, 2023

Prerequisites

An active Outreach account.
You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

Configuring Outreach as a Source

Perform the following steps to configure Outreach as the Source in your Pipeline:

Click PIPELINES in the Navigation Bar.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Outreach.
In the Configure your Outreach account page, do one of the following:
- Select a previously configured account and click CONTINUE.
- Click + ADD OUTREACH ACCOUNT and log in to your Outreach account:
In the Configure your Outreach Source page, specify the following:
- Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.
- Authorized User Account: The Outreach account that you configured. This field is non-editable.
Click CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.

Data Replication

Default Pipeline Frequency	Minimum Pipeline Frequency	Maximum Pipeline Frequency	Custom Frequency Range (Hrs)
1 Hr	1 Hr	24 Hrs	1-24

Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.

Historical Data: In the first run of the Pipeline, Hevo ingests all the existing data for the selected objects from your Outreach account and loads it to the Destination.
Incremental Data: Once the historical load is complete, all new and updated records for some objects are synchronized with your Destination as per the Ingestion frequency. Refer to section, Data Model for the list of incremental objects.

Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination database:

Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Object	Mode	Description
Account	Incremental	Contains the details of the companies added in your Outreach account and their categorization in an account-based sales strategy.
Audit	Full Load	Contains the details of the Events that happen in your Outreach account. For example, login, logout, exporting a CSV, and adding or removing users.
Call Disposition	Incremental	Contains the details of the outcomes of calls made to prospective customers.
Call Purpose	Incremental	Contains the details of the purpose of calls made to the prospective customers.
Call	Incremental	Contains the details of inbound and outbound calls made to the prospective customers.
Compliance Request	Full Load	Contains the details of the privacy compliances laws that define the amount of personal information that can be retained in Outreach.
Content Category	Incremental	Contains the details of the various categories created in your Outreach account to increase discoverability of the content for your product or service.
Content Category Membership	Incremental	Contains the details of the category of the product or service content.
Content Category Ownership	Incremental	Contains the details of the relationship between the content category and the team that created it.
Duty	Full Load	Contains the details of the job that is to be performed by a user in their organization.
Email Address	Full Load	Contains the details of the email address of the prospective customer.
Event	Full Load	Contains the details of any actions that are done by users in their Outreach account. For example, creating mailbox, adding mail alias, and creating a template.
Favorites	Incremental	Contains the details of the records marked as favorite in your Outreach account. For example, prospects, accounts, and template.
Mail Alias	Incremental	Contains the details of the alternative email used in the Outreach mailbox.
Mailbox	Incremental	Contains the details of the email service provider integrated in your Outreach account.
Mailing	Incremental	Contains the details of the email sent to prospective customers.
Opportunity	Incremental	Contains the details of a sale or a pending deal with a prospective customer.
Opportunity Prospect Role	Incremental	Contains the details of the role of a prospect and their relationship with an opportunity.
Opportunity Stage	Incremental	Contains the details of the stage that an opportunity is in.
Persona	Incremental	Contains the details of the prospective customers.
Phone Number	Full Load	Contains the details of the prospect’s phone number.
Profile	Full Load	Contains the details of permissions that define what you can do within your Outreach account.
Prospect	Incremental	Contains the details of the users or organizations interested in your product or service.
Recipient	Full Load	Contains the details of any communication received in your Outreach account.
Role	Full Load	Contains the details of your organization’s hierarchical structure.
Ruleset	Incremental	Contains the details of the various settings configured for sequences in your Outreach account.
Sequence State	Incremental	Contains the details of the prospects for whom sequences are built.
Sequence Step	Incremental	Contains the details of a step in sequences automated for prospect engagement.
Sequence Template	Full Load	Contains the details of templates being used, and the steps of the sequence they are being used in.
Sequence	Incremental	Contains the details of a set of emails sent sequentially to prospects, to increase engagement.
Snippet	Incremental	Contains the details of an email content that can be reused in the future.
Stage	Incremental	Contains the details of a status in the sales process.
Task Priority	Incremental	Contains the details of the categorization of tasks.
Task	Incremental	Contains the details of the various actions that can be taken for engaging prospective customers. For example, emailing or calling a prospect.
Team	Incremental	Contains the details of the different group of users in your Outreach account.
Template	Incremental	Contains the details of a pre-defined email layout that can be reused in the future.
User	Incremental	Contains the details of the persons who can access your Outreach account.

Additional Information

Read the detailed Hevo documentation for the following related topics:

Source Considerations

Pagination: An API response for each Outreach object fetches one page with up to 1000 records.
Rate Limit: Outreach imposes a limit of 10000 API calls per hour. If the limit is exceeded, Hevo defers the ingestion till the limits reset. Read Rate Limiting to know more about rate limits in Outreach, and configure a suitable ingestion frequency for your Pipeline.

Limitations

Hevo currently does not support deletes. Therefore, any data deleted in the Source may continue to exist in the Destination.
Hevo does not provide you with the option to select the historical sync duration for loading historical data. All the historical data in your Outreach account is loaded.

Revision History

Refer to the following table for the list of key updates made to this page:

Date	Release	Description of Change
Nov-23-2022	2.02	New document.