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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!

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