1
Create your account
Sign up for Outpost at tryoutpost.io/sign-up. Your first 3 retailer accounts are included at no cost.
- Enter your email and create a password
- Verify your email address
- Complete your profile with company information
2
Connect your integrations
Outpost syncs with your existing tools so everything populates automatically. Connect the integrations you use:
Salesforce5-10 min
HubSpot5-10 min
Gmail2-3 min
Outlook2-3 min
Zoom3 min
Google Calendar2 min
3
Invite your retailer contacts
Once your integrations are connected, Outpost automatically creates Deal Rooms for your accounts. Invite your retailer contacts to give them access:
- Navigate to the Deal Room for the retailer
- Click "Invite" and enter their email address
- They receive a magic link to access the room
- All your shared history is already organized
4
Understanding the timeline
Every Deal Room has a timeline that shows all interactions in chronological order:
- Emails automatically sync from Gmail/Outlook
- Zoom calls appear with recordings and transcripts
- Files are organized in the File Library
- Product updates you share appear for retailer contacts