This article explains how to connect your Cognism account to Outreach so users can export prospects and accounts directly from the Cognism Sales Intelligence Platform.
Before you begin
Before configuring the integration:
- You must be a Cognism Administrator.
- You must have an active Outreach account.
- The Outreach integration must be enabled for your organisation.
- You must be able to sign in to Outreach with an account that has permission to create and update Prospects and Accounts.
For more information, see Outreach Requirements & Permissions.
Connect Outreach
- In the Cognism Web Application, click your profile avatar.
- Select Settings.
- Open Integrations.
- Locate Outreach.
- Click Add.
- Sign in to your Outreach account when prompted.
- Complete the authentication process.
- After successful authentication, you will be redirected back to the Cognism Web Application.
A confirmation message will indicate that the integration has been connected successfully.
Configure the integration
Once the integration has been connected, administrators can configure:
- Duplicate handling rules
- Prospect settings
- Account settings
- Prospect field mappings
- Account field mappings
These settings determine how Cognism creates, updates and associates records during export.
For detailed configuration options, see Configure Outreach Field Mappings.
Remove the integration
If you need to disconnect Outreach:
- Go to Settings > Integrations.
- Locate Outreach.
- Click Remove.
Removing the integration disconnects Outreach for your organisation until it is connected again.
User sign in
After an administrator enables the Outreach integration, individual users must authenticate their own Outreach account before they can export records.
To sign in:
- Click your profile avatar.
- Select Settings.
- Open Integrations.
- Locate Outreach.
- Click Log In.
- Sign in using your Outreach credentials.
Once authenticated, you can export records from both the Cognism Web Application and the Cognism Chrome Extension.
What's next?
After connecting the integration, we recommend:
- Configure Outreach Field Mappings.
- Review your duplicate handling settings.
- Test the integration by exporting a small number of records before rolling it out to all users.