Connect your Outreach account to Otter to sync over recordings and increase productivity in your sales communication workflows. Once connected, Otter will automatically transcribe call recordings from Outreach, allowing you to utilize the myriad of benefits that Otter offers for every conversation: Otter Chat, AI Summary, automatic speaker tagging, action items, and more. Enable deeper insights and make more informed decisions, to drive better outcomes and increase stronger customer relationships.
Integration Overview
Once connected, Otter will automatically sync all future Outreach calls for all members of the Workspace to Otter to be transcribed and automatically summarized. All synced calls will appear in My Conversations on Otter’s side. Users will be able to take advantage of the many powerful AI features that Otter provides:
- Quickly overview the AI summary and Outline of a call.
- Pull insights and key points through the Sales Insights feature.
- Use Otter AI Chat to pull more details from the call, ask questions, and generate the next steps.
- Assign action items and collaborate with your team members.
Connect Outreach to Otter
- As the admin, sign in to Otter.ai.
- Click on Apps on the left navigation menu.
- Next to Outreach, click Add.
Note: If Outreach is not showing as an option on the Apps page, please contact your Otter account manager.
- Continue through the sign-in flow to connect your Outreach account.
- On the Advanced settings pop-up for Outreach, add the requested permissions: Calls, Prospects, Events. Click Connect when finished.
- Outreach is now connected to the entire Workspace. Future Outreach calls will sync over to My Conversations.
Member view
It will show as connected for all members of a Workspace in Account Settings > Apps.
