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Use Outreach inside Evo: tasks, feeds & sign-in

Learn how Access Automate Outreach integrates with Access Evo - managing campaign tasks alongside your other work, seeing email replies in your feed, and using a single sign-in via Access Identity.

Written by Terence Cassidy

Access Automate Outreach now works inside Evo, bringing your campaign activity together with the rest of your daily work in one place.

Campaign Tasks in Evo Tasks

Tasks raised by your Outreach campaigns appear in Evo Tasks alongside your other work. Scheduled tasks are clearly distinguished from tasks that are due now, so you can always see what needs your attention first.

Campaign Replies in Your Evo Feed

Replies to your campaign emails surface in your Evo Feed. You can choose which mailboxes send replies to your feed - this is configured in Email Integration settings, where you manage each mailbox.

🤓 Tip: To enable or change which mailboxes surface replies in your Evo Feed, go to Email Integration settings and update the preference on the relevant mailbox.

One Account, One Sign-In

Signing in through Access Identity carries your identity across both Outreach and Evo. There is a single account and a single sign-in behind everything you do - no need to manage separate credentials.

Need Help?

  • Contact your Customer Success Manager for personalised assistance.

  • Reach out to our support team via Intercom Chat.

  • Visit our Help Centre for detailed setup guides and feature documentation.

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