Integrations Module
Before you can launch campaigns or sync contact data, you will need to connect your external tools. The Integrations module connects Access Automate Outreach to your CRMs, email providers, communication channels, and scheduling tools to streamline your workflow and automate data synchronization.
Integration Listing
Overview
Integrations connect Access Automate Outreach to your favorite tools and services - CRMs, email providers, SMS, meeting schedulers - to streamline your workflow and automate data sync.
Integration Types
CRM
Connect your Applicant Tracking System or CRM to use existing candidate and client data as your campaign audience, includes: Vincere, ARCRM, and Bullhorn.
📌 Note: CRM integrations determine which data sources are available when creating campaigns.
Link your email provider to send automated outreach and track engagement (opens, clicks, replies). Including: Microsoft Outlook, GMail, and SendGrid.
Communication
Enable SMS and messaging channels for multi-touch sequences. Including: Twilio and Whatsapp (coming soon).
Meeting Scheduling
Allow contacts to book meetings directly from your outreach. Including: Calendly (Coming Soon) and Microsoft Teams (Coming Soon).
📌 Note: Integrations marked as coming soon are not yet available for use.
💡 Best Practices
Connect required integrations before creating campaigns.
Review integration connections regularly to avoid sync interruptions.
🤔 FAQs
Q1: Can I disconnect an integration?
Answer: Company admins can disconnect integrations at any time from the Integrations module.