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Outreach

In one line: Connect Outreach so your UnleashX agent can manage prospects, add them to sequences, create accounts, and keep your sales engagement moving — all in plain language.

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1. Overview

Outreach is a sales engagement platform. It’s where your reps manage prospects and accounts, run multi-step sequences across email and calls, and track the tasks and activities that move deals forward. Once connected to UnleashX, your agent can list and inspect prospects, create and update them, add prospects to sequences, and create accounts. It works against your live Outreach instance using your own Outreach sign-in, so it respects your role and permissions. Connecting Outreach to UnleashX means your engagement runs from a conversation. Instead of opening Outreach to add a prospect or enroll someone in a sequence, you tell your agent and it makes the change — cutting the manual data entry while keeping your pipeline current.

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2. What you’ll need

  • An Outreach account with a user seat.
  • A user role with permission to view and edit prospects, sequences, and accounts.
  • An UnleashX account with access to Data Connectors.
No API key to paste. Outreach uses OAuth — you click Authorize and sign in with Outreach.
Outreach enforces your role permissions. If your Outreach user can’t create prospects or add them to sequences, the agent can’t either. Ask your Outreach admin to adjust your role if needed.

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3. Get your credentials

There’s no key to copy. Authentication runs through Outreach’s secure OAuth sign-in.
1

Start the connection in UnleashX

Connecting Outreach (Section 4) opens an Outreach Authorize window.
2

Sign in with Outreach

Sign in with your Outreach account at https://accounts.outreach.io. Complete two-factor authentication if prompted.
3

Review and accept the scopes

Outreach shows the access UnleashX is requesting (see the scopes table). Click Allow.
4

Return to UnleashX

Outreach redirects you back automatically and the connector links to your instance. Behind the scenes UnleashX calls Outreach with a bearer authorization token — you never handle the token yourself.
Permissions (Outreach OAuth scopes) UnleashX requests:
Outreach OAuth scopes are granular. UnleashX requests only what these tools need, and Outreach — not UnleashX — enforces the limits.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to connect.
2

Open Data Connectors

Inside the agent, go to Data Connectors.
3

Find Outreach

Locate Outreach and click Connect (or Add / Configure).
4

Authorize with Outreach

Click Authorize, sign in with Outreach, and accept the scopes.
5

Confirm success

You return to UnleashX and the Outreach connector shows a Connected badge.

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Use Outreach in a Workflow

Once connected, you can add Outreach to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger node

Open Workflows → New Workflow. On the canvas, click + Add Trigger. In the Paths panel, open the Apps tab and select Outreach — its Triggers are listed underneath. Use the search box if you have many connectors.
2

Add an action node

Click the + below any node to add a step, then pick Outreach again — this time the panel lists its Actions.
3

Configure the step

Fill in the fields for the trigger or action you picked. Required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

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Available triggers

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6. Example usage

“Add jane@acme.com as a prospect and enroll her in the Enterprise Outbound sequence.” → Runs Create Prospect to add the contact, then Add Prospect To Sequence to enroll her. “Create an account for Globex and add their VP of Sales as a new prospect.” → Runs Create Account for Globex, then Create Prospect for the VP linked to that account.

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7. Permissions & data access

UnleashX can:
  • Read and list prospects, sequences, and accounts.
  • Create and update prospects and accounts.
  • Add prospects to sequences.
  • Delete prospects where your role allows (this tool is clearly marked ⚠️).
UnleashX cannot:
  • Do anything your Outreach role doesn’t permit.
  • Change your Outreach account password or org-wide admin settings.
  • Access unrelated systems — those are separate connectors.
To disconnect: In UnleashX, open Data Connectors → Outreach → Disconnect. You can also revoke access from your Outreach account settings under connected apps. Disconnecting revokes access immediately.

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8. Troubleshooting

For general MCP issues, see /mcp/integrations.

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9. Frequently asked questions

Is my sales data stored by UnleashX? No. UnleashX reads and writes your records live through the Outreach API per request; it doesn’t keep a copy of your data. Which Outreach instance does the agent use? The one tied to the account you signed in with when connecting. To switch, reconnect with a different account. Can the agent really delete prospects? Yes — the Delete Prospect tool (marked ⚠️) makes a permanent change in Outreach. It only works if your role allows it. Use it deliberately. Can it send emails or make calls? It manages prospects, sequences, and accounts. Sequences drive the actual sending and tasks within Outreach under your instance’s settings.

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10. References