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!