Koncert now has a turnkey integration with Outreach, which allows users to import a call list(s) from Outreach into the Koncert portal during data migration with no loss of data.
To build a tight integration with Outreach, the following settings must be performed in the Koncert » Settings » Third Party Integrations tab.
- After logging into the Koncert portal (either standalone or CRM), navigate to the Settings » Third Party Integrations tab and click on the Authorize button.
If the Outreach is selected as Sales Engagement Platform during Org creation, an Authorization Outreach popup will be displayed, when accessing the Koncert portal.
Click the Connect button
- Upon clicking the Authorize or Connect button the Outreach Login page will pop up to authorize the use of your account.
- Login with your credentials. After successful authorization, the below confirmation message will be displayed. Click Close.
- The Authorize button will be hidden from your view. Also, the Outreach toggle button will be turned on indicating that Outreach has been successfully integrated with Koncert.
The Connected Users and Call Disposition Mapping buttons will be enabled to allow you to proceed with the setup.
NOTE: The Connected Users and Call Disposition Mapping buttons will be enabled only for the Manager and Admins.
Managers can view the list of users who have authorized Outreach by clicking the 'Connected Users' button as shown below.
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.