Outreach Gmail Integration: Step-by-Step Guide for Beginners

Effortlessly connect Outreach and Gmail! Follow this step-by-step guide to sync data, troubleshoot issues, and streamline your workflow. 

If you’re new to using Outreach and need help with connecting Gmail, you’re in the right place.

Setting up Gmail with Outreach can seem confusing at first, especially if it’s your first time doing it. But I’m here to make it simple for you, step by step.

Connecting Gmail to Outreach is important.

It helps you track emails, follow up easily, and keep your conversations organized. Without this integration, you could miss important emails or lose track of follow-ups.

In this blog:

  • Then, I’ll show you the Step-by-Step Setup Guide for an easy setup.
  • I’ll also share Best Practices to help you get the most out of using Outreach with Gmail.

By the end, you’ll know exactly how to connect Gmail with Outreach without any stress.

Let’s get started!

Outreach Gmail Integration Overview

 Outreach integrations screen showing apps like Gmail, Google Calendar, and HubSpot.
This image shows the Outreach Integration Options with Popular Apps

Integrating Outreach with Gmail brings Outreach’s tools directly into your inbox, allowing you to manage outreach activities efficiently from a single location. 

With the Outreach Everywhere Chrome extension, you can handle tasks like creating prospects, adding contacts to sequences, and tracking engagement—all without leaving Gmail.

Prerequisites for Outreach Gmail Integration

To set up the Outreach Gmail integration smoothly, let’s go over a few important steps. This will help you avoid any problems and get the best use of the integration.

Permissions Needed

  • Gmail and Outreach Accounts: You need active accounts in both Gmail and Outreach.
  • Admin Rights: You may need admin rights to set up and manage the integration. If you’re not an admin, ask someone with admin rights for help.

Important Settings in Gmail

  • Allow Third-Party Integrations: Make sure that your Gmail allows apps like Outreach to connect. If you’re setting this up for a team, check in the Google Admin console.
  • Enable Chrome Extensions: Confirm that Chrome allows extensions, as the integration works through the Chrome browser.

Important Settings in Outreach

  • Automatic Prospect Creation: Turn this on to automatically add new contacts to Outreach when you email them from Gmail. This saves time by avoiding manual entries.
  • Open and Click Tracking: Enable this feature to know when prospects open or click links in your emails, which helps you see their interest.

Why These Steps Are Important

Setting up the correct permissions and settings means the integration will work well, allowing you to:

  • Use Outreach features (templates, snippets, tracking) directly from Gmail.
  • Manage data more easily and track prospect engagement in real-time.

These steps will help you set a strong foundation so you can get the best results with Outreach in Gmail.

🔥 2X Your Outreach Pipeline Now!

Step-by-Step Guide to Setting Up Outreach Gmail Integration

Getting Outreach set up in Gmail is straightforward but does require a few key steps.

Step 1: Confirm Permissions

To integrate Gmail with Outreach, ensure you have:

  • An active Outreach account and Gmail access.
  • Admin rights in Outreach if you’ll be adjusting settings like auto-prospect creation or email tracking.

Step 2: Check Gmail Settings

Outreach Everywhere extension displayed in the Chrome Web Store with an option to install
This image shows the Outreach Everywhere Chrome Extension Installation Prompt
  • Allow Gmail API Access: When prompted, grant permission for Outreach to connect to your Gmail account—this is needed for syncing email activity and tracking.

Step 3: Configure Key Outreach Features

New message composition screen in Outreach showing Gmail integration features like templates, snippets etc,.
Image Source: Outreach
  • Templates and Snippets: Set up your templates in Outreach to easily add them to Gmail emails.
  • Auto-Prospect Creation: Enable this in Outreach to automatically add new contacts as prospects.
  • Email Tracking and Sequences: Activate these to track opens and automate follow-ups directly from Gmail.
Outreach email tracking screen showing details like email opened count, link clicks, and recipient information.
Image Source: Outreach

Step 4: Test the Integration

Send a test email to confirm features like templates, tracking, and logging are working correctly in Gmail.

With these quick steps, you’re ready to maximize your outreach right from your Gmail inbox!

Who Can Use the Outreach Gmail Plugin?

The Outreach Gmail plugin is perfect for sales reps, account managers, and admins who need to streamline their outreach directly within Gmail. 

If you’re engaging with prospects or managing client communications, this plugin saves time by bringing Outreach’s core features—like sequences, reminders, and email tracking—right into your inbox.

It’s ideal for those who want to reduce repetitive tasks and boost efficiency in managing leads and follow-ups.

🔥 2X Your Outreach Pipeline Now!

Best Practices for Using Outreach with Gmail

Here are some simple tips to make Outreach in Gmail work better for you:

  1. Use Templates and Snippets: Save time with templates for common replies and snippets for quick text like links or answers to FAQs. These tools keep your emails consistent and fast to send.

  1. Schedule Emails: The “Send Later” option lets you plan your emails to arrive when it’s best for your prospect. This is very helpful if they are in a different time zone.

 Follow-up reminder notification in Outreach showing time remaining until the follow-up is sent.
Image Source: Outreach
  1. Set Reminders: Use reminders to bring emails back to the top of your inbox if you don’t get a reply. This helps you remember to follow up with important contacts.

  1. Track Opens and Clicks: Turn on tracking to see when your prospect opens your email or clicks a link. This shows if they are interested, so you know when to follow up.

  1. Manage Contacts and Tasks Easily: With the Outreach sidebar in Gmail, you can add contacts to sequences, set tasks, and organize contacts without leaving Gmail.

  1. Check the Prospect Indicator: See if the person you’re emailing is already in Outreach. If not, you can add them with one click to avoid duplicates.

These tips help you work faster and stay organized, so you can focus more on building connections with your prospects.

Conclusion: Is the Outreach Gmail Integration Any Good?

This integration brings all of Outreach’s key features right into Gmail, eliminating the need to juggle multiple tabs and tools.

It’s designed to simplify your workflow, letting you focus on connecting with your prospects effectively.

As an Outreach user, you may have experienced issues with email deliverability.

It can be frustrating when your carefully crafted emails don’t make it to your prospects' inboxes, often getting lost in spam filters instead. 

SendSure is made to improve your email strategy and make sure your emails go straight to the inbox, not the spam folder.

SendSure banner promoting domain rotation for Outreach users.
SendSure banner promoting domain rotation for Outreach users.

On top of that, SendSure is the only solution that supports domain rotation within Outreach.io and SalesLoft. 

Why SendSure Matters for Outreach Users

With the Outreach Gmail Integration, you already have a powerful way to manage emails and track interactions. 

However, even with these tools, deliverability remains a challenge for many. 

SendSure offers two major solutions:

  • Domain Rotation: By rotating the domains your emails are sent from, SendSure helps keep your main domain from being flagged by spam filters, enhancing your email reputation.

  • Email Verification: SendSure also checks each email address before it’s sent, ensuring you’re only reaching active inboxes. 

Improve your Outreach.io deliverability and get more out of your emails, schedule a free consultation today and learn how you can improve your results with a better deliverability strategy.