Outreach

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App Description

Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.

Category : Sales Automation, CRM

Triggers

Sequence state event

Triggers when a sequence state event occurs

Account event

Triggers when an account event occurs

Sequence event

Triggers when a sequence event occurs

Prospect event

Triggers when a prospect event occurs

Call event

Triggers when a call event occurs

Task event

Triggers when a task event occurs

Mailing event

Triggers when a mailing event occurs

Opportunity event

Triggers when an opportunity event occurs

Actions

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Create task

Creates a new task

Create account

Creates a new account

Log call

Logs a new call

Create opportunity

Creates a new opportunity

Update account

Updates the details of an existing account

Update prospect

Updates an existing prospect

Fetch task priority

Fetches the details of an existing task priority by name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch opportunity

Fetches the details of an existing opportunity by ID

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch call disposition

Fetches the details of an existing call disposition by name

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch call purpose

Fetches the details of an existing call purpose by name

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch stage

Fetches the details of an existing stage by name

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.