Outreach Integration

Streamline communication & relationship-building

udu Source provides integration with Outreach, which facilitates more revenue-generating sales interactions and less time doing data entry and project management. Easily upload data from your udu Source project to Outreach with a few clicks.

See instructions below to:

  • Set up the Outreach integration
  • Start uploading data from udu to Outreach

How to set up the Outreach integration

1. After signing into your udu account, click the udu logo at the top right of the screen and select My profile.

2. Locate the Integrations pane on the page. Click Add integration.

3. Click Outreach.

4. When redirected to Outreach’s website, log in to your Outreach account and click Install.

5. Your udu account is now integrated with Outreach.

How to upload data to Outreach

1. Open your project in udu Source.

2. Click the vertical ellipsis icon by the search bar and select Upload… from the dropdown menu.

3. Click Outreach.

4. You can choose to upload data from your udu Source project without assigning an owner in Outreach or select an Outreach user from the drop-down menu. After making your selection, click Submit to upload data to your Outreach account.