Outreach and Salesflare
How to connect Outreach
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 24 modules available. Set it up ↗
What you can automate
- When completed Sequence Task in Outreach, create task in Salesflare.
- When new Account in Outreach, find or create account in Salesflare.
- When new Opportunity in Outreach, create opportunity in Salesflare.
- When new Task in Outreach, create task in Salesflare.
- When updated Account in Outreach, find or create account in Salesflare.
- When updated Opportunity in Outreach, create opportunity in Salesflare.
About Outreach
Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.
Outreach operations on Zapier
Triggers (11)
Start a workflow when this happens
- Completed Sequence Task — Triggers when a sequence task is completed.
- New Account — Triggers when a new account is created.
- New Call — Triggers when a new call is logged.
- New Opportunity — Triggers when a new opportunity is created.
- New Prospect — Triggers when a new prospect is created.
Show 6 more triggers
- New Task — Triggers when a new task is created.
- Updated Account — Triggers when an account is updated.
- Updated Call — Triggers when a call is updated.
- Updated Opportunity — Triggers when an opportunity is updated.
- Updated Prospect — Triggers when a prospect is updated.
- Updated Task — Triggers when a task is updated.
Actions (3)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Prospect to Sequence — Adds a prospect to a sequence.
- Create Prospect — Creates a new prospect.
Searches (1)
Look up existing records
- Find Sequence — Finds a sequence by name or ID.
Outreach operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Calls — Triggers when a new call is created, updated or deleted.
- Watch Emails — Triggers when an email is created, updated, deleted, bounced, delivered, opened or replied.
- Watch Resources — Triggers if any resource is created, updated or deleted.
- Watch Tasks — Triggers when a task is created, updated, destroyed or completed.
Actions (14)
Things Salesflare can make it do
- Add a Prospect to a Sequence — Adds a prospect to a sequence.
- Create a Prospect — Creates a new prospect.
- Create a Template — Creates a new template.
- Create an Account — Creates a new account.
- Create an Opportunity — Creates a new opportunity.
Show 9 more actions
- Delete a Template — Destroys the selected template.
- Get a Prospect — Retrieves a specific prospect by its ID.
- Get an Account — Retrieves a specific account by its ID.
- Get an Opportunity — Retrieves a specific opportunity by its ID.
- Make an API Call — Performs an arbitary authorized API call.
- Update a Prospect — Updates a prospect specified by ID.
- Update a Template — Updates the selected template.
- Update an Account — Updates an account specified by ID.
- Update an Opportunity — Updates the selected opportunity.
Searches (6)
Look up existing records
- Search Accounts — Lists accounts, with filters.
- Search Opportunities — List opportunities, with filters.
- Search Prospects — Lists prospects, with filters.
- Search Sequences — Lists sequences, with filters.
- Search Steps of a Sequence — Gets all steps of a sequence specified by ID.
Show 1 more searches
- Search Users — Lists users, with filters.
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