Introduction

‍The Outreach integration with Fabius allows you to seamlessly connect your Fabius account with Outreach, allowing you to import Accounts / Contacts which you would like us to generate analysis and messaging for, among other things. This guide will walk you through the steps to configure the HubSpot integration, ensuring a smooth setup process.

Step-by-Step Guide: Configuring HubSpot Integration with Fabius

Step 1: Accessing Integration Settings

1. Log in to your Fabius account.

2. Navigate to the Settings menu by hovering over the gear icon on the left nav bar.

3. From the drop-down menu, select Integrations.

Step 2: Adding Outreach Integration

1. In the Integrations section, you'll see a list of available integrations. Locate and click on the Outreach integration option and click Configure.

Step 3: Initiating the OAuth Flow

1. By selecting the Outreach integration, you will be directed to the Outreach OAuth authorization page.

2. If you're not already logged in to your Outreach account, you will be prompted to do so.

3. After logging in, Outreach will request permission to grant Outreach access to specific data and functionalities. Carefully review these permissions.

4. Click the Authorize or Allow button to proceed.

Step 4: Returning to Fabius

1. After authorizing the integration, Outreach will redirect you back to your Fabius account.

2. At this point, your Outreach integration setup is complete. You will notice that the Outreach integration status in the Integrations section now reads as Connected.

Using the HubSpot Integration in Fabius

‍With the Outreach integration successfully configured, you can now enjoy the following benefits:

• Importing Accounts and Contacts: Easily import and manage your Outreach accounts and contacts directly from your Fabius account.

• Push Custom Messaging to Contacts: Once we've generated messaging for a contact, you can push those to the person as custom fields.

• Add Contact to Cadence: Once a user has been pushed generated messaging, you can add them to a cadence to begin sending emails.

Troubleshooting

‍If you encounter any issues during the integration process, consider the following steps:

1. Ensure you have an active Outreach account and the necessary permissions to authorize integrations.

2. Double-check that you're using the correct login credentials for both Fabius and Outreach.

3. Clear your browser's cache and cookies, then attempt the integration again.

4. If problems persist, reach out to our support team via support@fabius.io for further assistance.