Outreach Connection: Permissions & Setup
Connecting Outreach to Boomerang
Connecting your Outreach account to Boomerang ensures your sales team gets the most out of our job-change tracking and play automation. With this integration, Boomerang can seamlessly pass relationship signals into Outreach and trigger the right follow-up actions for your team.
What does this connection do?
By connecting Outreach, Boomerang can:
- Push identified job-change signals directly into Outreach.
- Automatically assign contacts to the right sequences (cadences).
- Sync custom fields (e.g., Boomerang Plays, Past CRM Account).
- Ensure your sales team gets real-time notifications and can take action without manual data entry.
Permissions & Access
To make the integration work seamlessly, Boomerang requires specific Outreach permissions. Below is a breakdown:
Permission | Access | Description |
emailAddresses | Read + Write | View email addresses linked to Outreach user accounts |
mailings | Read | View outbound emails and email activities (sent, opened, clicked). No editing. |
rulesets | Read + Write | View and configure automation rules (e.g., workflows that auto-update fields, assign tasks). |
users | Read | View Outreach user accounts and their metadata (name, email, role). |
accounts | Read | View account/company-level CRM records stored in Outreach. |
events | Read | View calendar events scheduled via Outreach (e.g., meetings booked). |
profiles | Read | View Outreach user profiles (roles, permissions, settings). |
prospects | Read + Write | Manage lead/contact records (view prospects, create or update their details). |
recipients | Read + Write | Manage recipients of emails/mailings (view, add/update recipient info). |
recordActorAssignm | Read + Write | View and update “who is assigned” to a record (e.g., assign an owner). |
sequences | All | Full control over Outreach sequences (view, create, update, delete). |
sequenceStates | Read | View the state of a prospect in a sequence (pause, move forward, reset). |
sequenceSteps | All | Full control over steps within a sequence (add/edit/delete steps). |
sequenceTemplates | All | Full control over templates used in sequences. |
snippets | Read + Write | Manage reusable text snippets for emails (view, create, update). |
teams | Read | View Outreach team structures (team membership, roles, hierarchy). |
templates | All | Full control over Outreach templates (email templates, call templates, etc.). |
Steps to Connect
Step 1: Open the Boomerang App and click on the top right icon here:
Step 2: Click on the Outreach connection here:
This will connect your Outreach to the Boomerang app. You’re all set!
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