How to integrate Regie.ai and your sales engagement platform

Regie.ai seamlessly integrates with the following sales engagement platforms (SEP):

• Outreach
• Salesloft
• HubSpot

To enable the integration between your Regie.ai Workspace and your SEP, follow the steps below.

IMPORTANT NOTE
The user establishing the connection must have Admin access in both Regie.ai and the SEP in order to complete the integration.

How to integrate Regie.ai & your sales engagement platform

Here are the steps you'll need to take in order to integrate your SEP with Regie.ai.

Step #1

While you're in the Regie.ai platform, select your initials in the upper right-hand corner of the screen.

Click Workspace Settings from the menu options.

Step #2

Within the Workspace Settings view, select Integrations.

Step #3

Locate your SEP's tile within the Sales Engagement section.

Step #4

Click Connect.

Step #5

Follow the on-screen prompts to complete the integration with your SEP.

Next steps

That's it! Once the integration is successfully completed, you will see confirmation that your SEP is connected to Regie.ai.