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Integrate external platforms with Reachdesk

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Overview

Integrations allow you to connect your Reachdesk account to supported external platforms to pull contact data into Reachdesk in real time and log Reachdesk activity back into the platform. For example, you can integrate with platforms like Outreach, Influitive, or Marketo to enhance your campaign workflows.

It's a straightforward process that takes only a few clicks, established on a per-user basis.

Here's a helpful overview video to get you started.

 

Steps to connect an integration

Step 1: Open Integrations in Reachdesk

  1. Log in to Reachdesk.
  2. In the left-hand menu, select Account.
  3. Select Integrations.

Step 2: Link your account

  1. Find the platform you want to connect to.
  2. Click Link Account under the relevant integration.

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Step 3: Approve access with the provider

  1. You’ll be redirected to the provider’s authorization page.
  2. Review the permission request shown by the provider.
  3. Approve/authorize access to complete the connection.

 

What happens after you connect

  • Syncing contact data: When you start a new Send, you will see an option to search for and pull contact data directly from your connected tool to populate the send.
  • Automatic activity logging: Reachdesk automatically syncs the status of your Sends back to the corresponding record in your integration, so updates like "Shipped" "Delivered" or "Claimed" are logged back.

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