

Integrate Outreach with Forecast
Send information between Outreach and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create tasks in Forecast as tasks are initiated in Outreach
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Forecast whenever a new task is initiated in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in Forecast.


Create tasks in Forecast as tasks are initiated in Outreach
Outreach + Forecast

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Supported triggers and actions
Integrate Outreach and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Sequence created or deleted
Triggers when a sequence is created or deleted

Sequence state created or deleted
Triggers when a sequence state is created or deleted

Sequence state updated
Triggers when the state of an existing sequence is updated

Task updated
Triggers when any detail of an existing task is updated

Prospect updated
Triggers when any detail of an existing prospect is updated

Account updated
Triggers when any detail of an existing account is updated

Opportunity updated
Triggers when any detail of an existing opportunity is updated

Mail updated
Triggers when any detail of an existing mail is updated

Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Task created or deleted
Triggers when a task is created or deleted

Account created or deleted
Triggers when an account is created or deleted

Sequence updated
Triggers when any detail of an existing sequence is updated

Opportunity created or deleted
Triggers when an opportunity is created or deleted

Prospect created or deleted
Triggers when a prospect is created or deleted

Call created or deleted
Triggers when a call is created or deleted

Call updated
Triggers when any detail of an existing call is updated

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project is created
All Actions - Actions are the automated tasks

Create task
Creates a new task

Add prospect to sequence
Adds a prospect to the specified sequence

Add prospect
Adds a new prospect

Log call
Logs a new call

Create opportunity
Creates a new opportunity

Create account
Creates a new account

Add recipient
Adds a new recipient

Update account
Updates the details of an existing account

Update prospect
Updates an existing prospect

Fetch call purpose - By name
Fetches the details of an existing call purpose by name

Fetch persona - By ID
Fetches the details of an existing persona by ID

Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID

Fetch persona - By name
Fetches the details of an existing persona by name

Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name

Fetch opportunity - By name
Fetches the details of an existing opportunity by name

Fetch user - By email address
Fetches the details of an existing user by email address

Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name

Fetch sequence
Fetches the details of a sequence by its name

Fetch mailbox
Fetches an existing mailbox by its email address

Fetch call - By ID
Fetches the details of an existing call by ID

Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID

Fetch task priority - By name
Fetches the details of an existing task priority by name

Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID

Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID

Fetch task priority - By ID
Fetches the details of an existing task priority by ID

Fetch call disposition - By name
Fetches the details of an existing call disposition status by name

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

Fetch account - By name
Fetches the details of an existing account by name

Fetch mailing
Fetches the details of an existing mailing by ID

Fetch account - By ID
Fetches the details of an existing account by ID

Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID

Fetch prospect - By ID
Fetches the details of an existing prospect by ID

Fetch user - By ID
Fetches the details of an existing user by ID

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
What is Outreach?
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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