Connect Reachdesk to Outreach and use the Chrome Extension

Connect Reachdesk to Outreach

You can connect Reachdesk to Outreach in a few clicks. Integration connection is established on a per-user basis; each team member must individually authorize their own connection.

1. In Reachdesk, go to Account > Integrations

2. Find Outreach and click Link Account

3. Follow the prompts to authorize the connection

This integration allows Reachdesk to pull Outreach data in real time, including prospect and address data, to populate your sends automatically.

Install the Reachdesk Chrome Extension

Download and install the Reachdesk Chrome Extension to use Reachdesk actions directly inside Outreach.

• Ensure you are logged into both the Reachdesk platform and the Chrome Extension for real-time data syncing

• The extension requires permission to read and change data on reachdesk.com and outreach.io to function correctly

• Once installed, pin the extension to your browser bar for easy access

Add Reachdesk to an Outreach Sequence

Adding Reachdesk to an Outreach sequence lets you include direct mail and gifting as a structured step in your workflow.

Create the Reachdesk step in Outreach

1. In Outreach, go to Sequences

2. Create a new sequence or open an existing one

3. Select Add Step

4. Create a General Task

5. Choose the day you want the task to occur

6. Add a task note

7. Save the step

Complete the task with the Chrome Extension

When the Reachdesk action appears in your Outreach tasks:

1. Click Start Tasks

2. Open the Reachdesk Chrome Extension

3. Select a campaign

4. The extension will auto-populate fields using lead data from the Outreach contact page