Our Outreach.io app is live! See the available triggers and actions here.
Outreach.io is a sales engagement platform designed to help sales teams automate and optimize their outreach efforts, improving efficiency and effectiveness in managing customer relationships.
Connecting Zapier and Outreach enables:
Automated Lead Management
- Use Case: Automatically add a new prospect to a specific sequence when they are created in Outreach.
- Trigger: New Prospect
- Action: Add Prospect to Sequence
Sales Activity Tracking
- Use Case: Log a follow-up task in a CRM or project management tool whenever a sequence task is completed in Outreach.
- Trigger: Completed Sequence Task
- Action: Create Task (in a connected tool)
Account and Opportunity Updates
- Use Case: Sync updates to accounts or opportunities across platforms when they are modified in Outreach.
- Trigger: Updated Account, Updated Call, New Opportunity
- Action: Update record (in a connected system, e.g., CRM)
Prospect Engagement
- Use Case: Create a new prospect in Outreach based on lead generation from other tools and automatically add them to an existing sequence.
- Trigger: Lead generation from another platform
- Actions: Create Prospect, Add Prospect to Sequence
Call Follow-Up Automation
- Use Case: Automatically assign a follow-up task when a new call is logged in Outreach.
- Trigger: New Call
- Action: Create Task (in a task management tool)
Sequence Optimization
- Use Case: Identify and optimize sequences by tracking which sequences are being used for new prospects.
- Trigger: New Prospect
- Action: Find Sequence (Search)
Sales Reporting
- Use Case: Generate reports or trigger data flows when new tasks, opportunities, or calls are logged in Outreach, enabling better visibility into sales activities.
- Triggers: New Task, New Opportunity, New Call
- Action: Data sync with a reporting tool (e.g., BI platform)
We would love to hear about your experience using our Outreach integration. Comment below with your feedback!
Happy building!
