This article walks you through how to integrate Outreach with Swyft AI, the permissions (scopes) required, and how user permissions are respected during setup. Swyft AI connects to Outreach via OAuth, meaning an Outreach admin must approve the integration and grant the necessary scopes.
1. Overview
Swyft AI uses Outreach’s APIs to read call data, user information, prospects, accounts, and opportunities—enabling you to generate actionable insights and automate workflows around your sales activities.
Important: Swyft AI cannot perform any actions in Outreach that haven’t been approved by your Outreach admin or that exceed the permissions granted. We do not override your organization’s Outreach security settings.
2. Required Scopes
When authorizing Swyft AI to connect to Outreach, you will be prompted to grant the following scopes:
calls.read
Allows Swyft AI to access call records for analysis and workflow triggers.users.read
Lets Swyft AI read user details (e.g., names, roles) to associate actions with the correct Outreach users.prospects.read
Enables Swyft AI to retrieve prospect data for context and automation in workflows.accounts.read
Allows Swyft AI to read account information, helping link prospects to the right organizations.opportunities.read
Lets Swyft AI read opportunity data, enabling insights and automation for deal tracking.webhooks.all
Allows Swyft AI to manage webhooks so it can receive real-time updates from Outreach (e.g., when a new call is logged).
Why these scopes?
Data & Insights: Swyft AI needs to read calls, prospects, accounts, and opportunities to generate relevant insights and automate tasks.
User Information: Ensures actions are attributed to the correct Outreach users.
Real-Time Updates: Webhooks keep Swyft AI in sync with Outreach events, triggering workflows as soon as data changes.
3. Setting Up the Integration
Go to the Integrations Page in Swyft AI: From your Swyft AI account, navigate to Integrations.
Click “Connect” Next to Outreach: This will open the Outreach OAuth permissions screen.
Admin Approval: An Outreach Admin must grant one-time approval for Swyft AI to connect.
You’re All Set: After approval, Swyft AI can read call data, user details, and other records based on your Outreach workspace policies—no extra setup required.
4. Respecting Outreach Permissions & Security
Admin-Controlled Access: All of Swyft AI’s actions in Outreach are governed by the scopes your Outreach admin grants.
No Overrides: Swyft AI does not bypass Outreach security settings or privacy controls. If certain data is restricted, Swyft AI cannot access it.
Granular Controls: You can revoke or modify Swyft AI’s access at any time in your Outreach Account settings.
5. Troubleshooting & FAQs
Q: Why does Swyft AI need these scopes?
A: Each scope enables Swyft AI to read or manage specific Outreach data (e.g., call records, prospects). Without them, our workflows and automations wouldn’t function effectively.Q: Do I need to re-authenticate periodically?
A: Typically no, unless your Outreach policies require periodic re-authentication or token refresh.Q: Will Swyft AI override any Outreach privacy settings?
A: No, Swyft AI respects existing Outreach permissions. If user or data access is restricted, Swyft AI cannot bypass it.
If you have any further questions about setting up or managing your Outreach integration, please reach out to our support team at [email protected]. We’re here to help you get the most out of your Swyft AI experience!