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.
Triggers when a new prospect is added
Triggers when an existing prospect is updated
Triggers when a new account is created
Triggers when an existing account is updated
Triggers when a new event is created
Triggers when a new task is created
Triggers when an existing task is updated
Triggers when an existing task is completed
Triggers when a new user is created
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
Triggers when a prospect reads your email
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.
Click on ‘Allow’. After this, you will be prompted to login to your Outreach account, if you are not already logged in.
Once you have logged in to your Dropbox Business account, you will be taken back to canvas.
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.