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  1. Guides
  2. Connect to data source(s)
  3. SaaS Applications

Outreach

How to configure a Outreach connection

Steps for connecting to HubSpot

  1. Navigate to the configurations section of the Dataworkz platform(Gear Icon)

  2. Click on cloud data platforms

  3. Select HubSpot

  4. Click the + icon to add a new Outreach connection

  5. Add the Zendesk instance name

  6. Select the Zendesk App Option(Zendesk sell or Support)

  7. Select the OAuth(Zendesk OAuth, or Username and Password)

  8. Choose the workspace that you want to use

  9. Choose the collection that you would like to use

  10. Choose the scope for the Zendesk connection(Read or Write)

  11. Save the configuration

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Last updated 1 year ago