Read
Retrieve the accounts, contacts, opportunities, and activities in scope.
Outreach
CRM & salesOverview
Use Outreach as a governed source or destination in a Context runbook. Configure the exact records and actions each agent can access.
- · Vendor-supported OAuth or scoped service credentials
- · Read and write access configured separately
- · Tool calls and outcomes recorded per run
Connector contract
Control what agents can do in Outreach.
Exact authentication methods and available scopes depend on your Outreach plan and deployment. Context keeps the connector configuration explicit.
Act
Prepare or apply approved record updates and follow-up tasks.
Verify
Log changed fields, source evidence, and the approving user.
Set up the connection
- 01
Authenticate
Connect Outreach with an admin-approved OAuth flow or scoped credential supported by the vendor.
- 02
Choose scope
Select the accounts, workspaces, projects, or resources available to the runbook.
- 03
Map policy
Set read and write permissions, reviewer gates, and the identity used for each action.
- 04
Test a run
Verify one read, one permitted action, and the resulting audit record before rollout.
Build with Outreach
Outreach can be added to any Context runbook. Start from a prebuilt agent, then choose the resources and actions it needs. Browse all agents →
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Connect Outreach to Context.
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