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Getting Started with Access Automate Outreach

What you need to use the system.

Terence Cassidy avatar
Written by Terence Cassidy
Updated over a week ago

System requirements

To use Access Automate Outreach, you’ll need:

  • A modern web browser (Chrome, Firefox, Safari, or Edge).

  • An active Access Automate Outreach account.

  • Vincere CRM integtration.

  • A SendGrid account for email delivery.

  • Microsoft or Google email account (to send and receive emails directly from the platform).

  • A Twilio account for SMS messaging delivery (recommended).

Access the platform

  1. Go to: https://outreach-uk.elay.io.

  2. Log in using your Access Automate credentials.

  3. Complete profile setup if prompted.

First-time setup checklist

Before launching a campaign:

  • Connect your Vincere CRM (see Integrations section).

  • Connect SendGrid for email delivery.

  • Connect Twilio for SMS messaging delivery.

  • Set up your email sender identity (Microsoft Email/ Google Email integration).

  • Familiarize yourself with the Dashboard.

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