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Outreach

Common Questions

Outreach is a sales engagement platform that lets you create and manage prospects for your business in order to help you boost your sales numbers. It stores all your customer data and retrieves it whenever you require it to facilitate better customer experience.  

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Triggers

  • New Prospect

    Triggers when a new prospect is added

  • Update Prospect

    Triggers when an existing prospect is updated

  • New Account

    Triggers when a new account is created

  • Update Account

    Triggers when an existing account is updated

  • New Event

    Triggers when a new event is created

  • New Task

    Triggers when a new task is created

  • Update Task

    Triggers when an existing task is updated

  • Task Completed

    Triggers when an existing task is completed

  • New User

    Triggers when a new user is created

  • Update User

    Triggers when an existing user is updated

  • New Call Log

    Triggers when a new call log is created

  • Update Call Log

    Triggers when an existing call log of a prospect is updated

  • New Outbound Email

    Triggers when an email is sent to a recipient from your account

  • Read Email

    Triggers when a prospect reads your email

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Actions

  • Create Prospect

    Create a new prospect

  • Create Sequence

    Create a new sequence

  • Add Prospects to Sequence

    Add prospect to the specified sequence

  • Get Account Details

    Retrieve the details of the specified account

  • Get Accounts

    Retrieve the details of some or all accounts

  • Get Prospect Details

    Retrieve the details of the specified prospect

  • Get Prospects

    Retrieve the details of the some or all prospects

  • Get Sequences

    Retrieve the details of some or all sequences

  • Get Users

    Retrieve some or all users

  • Update Prospect

    Update the details of the specified prospect

  • Create Account

    Create an account

  • Update Account

    Update the details of the specified account

  • Get Tasks

    Retrieve the some or all tasks

  • Get Events

    Retrieve some or all events

  • Get User Details

    Retrieve the details of the specified user

  • Get Sequence Prospects

    Retrieve the list of all the prospects of a specified sequence

Common Questions

To use Outreach in your flow, you will first need to connect Outreach to Built.io Flow Enterprise. 

To do this, drag any Outreach action listed under Outreach service on the canvas and click on ‘Add New’ option listed under ‘Authorize Outreach’ field in the configuration window. You will be prompted to authorize Built.io Flow to access your Outreach account.  

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Click on ‘Allow’. After this, you will be prompted to login to your Outreach account, if you are not already logged in. 

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Once you have logged in to your Dropbox Business account, you will be taken back to canvas. 

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Rename the authorization as per your choice and click on ‘Add’ link. You can now see the added authorization under ‘Authorize Outreach’ field. Once added, this authorization will be available in all Outreach actions and triggers.