Integrate Outreach with Zoho CRM

Send information between Outreach and Zoho CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create Zoho CRM accounts for new accounts in Outreach

Automatically create an account in your CRM when a new account is created in your sales engagement application. This flow creates a Zoho CRM account when a new Outreach account is created.

How it works
1. A new Outreach account is created.
2. Zoho Flow creates an account in Zoho CRM using the same information.
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Create Zoho CRM accounts for new accounts in Outreach

Outreach + Zoho CRM

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Create Zoho CRM calls when calls are created in Outreach

Create a call in your CRM when a call is created in your sales engagement application. This flow creates a call in Zoho CRM when a call is created in Outreach.

How it works
1. A call is created in Outreach.
2. Zoho Flow creates a call in Zoho CRM using the same information.
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Create Zoho CRM calls when calls are created in Outreach

Outreach + Zoho CRM

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Create Zoho CRM contacts for new prospects in Outreach

Add prospects in your sales engagement application as contacts in your CRM. This flow adds new Outreach prospects as contacts in Zoho CRM.

How it works
1. A new prospect is added to Outreach.
2. Zoho Flow adds the prospect as a contact in Zoho CRM.
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Create Zoho CRM contacts for new prospects in Outreach

Outreach + Zoho CRM

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Update Zoho CRM accounts for account updates in Outreach

Update your CRM account when an account in your sales engagement application is updated. This flow updates the corresponding Zoho CRM account when an account in Outreach is updated.

How it works
1. An Outreach account is updated.
2. Zoho Flow updates the corresponding Zoho CRM account.
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Update Zoho CRM accounts for account updates in Outreach

Outreach + Zoho CRM

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Update Zoho CRM contacts when prospects are updated in Outreach

Update the corresponding contact in your CRM when a prospect is updated in your sales engagement application. This flow updates the corresponding Zoho CRM contact when a prospect is updated in Outreach.

How it works
1. A prospect is updated in Outreach.
2. Zoho Flow updates the corresponding Zoho CRM contact.
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Update Zoho CRM contacts when prospects are updated in Outreach

Outreach + Zoho CRM

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Create prospects in Outreach for new Zoho CRM leads

Add CRM leads as prospects in your sales engagement application. This flow adds new Zoho CRM leads as prospects in Outreach.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the lead as a prospect in Outreach.
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Create prospects in Outreach for new Zoho CRM leads

Zoho CRM + Outreach

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Create Outreach accounts for new accounts in Zoho CRM

Create an account in your sales engagement app when a new account is created in your CRM. This flow creates an Outreach account when a Zoho CRM account is created.

How it works
1. A  Zoho CRM account is created.
2. Zoho Flow creates an Outreach account using the same information.
Use this flow
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Create Outreach accounts for new accounts in Zoho CRM

Zoho CRM + Outreach

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Create Outreach prospects for new Zoho CRM contacts

Add your CRM contacts as prospects in your sales engagement application. This flow adds new Zoho CRM contacts as prospects in Outreach.

How it works
1. A new contact is added to Zoho CRM.
2. Zoho Flow adds the contact as a prospect in Outreach.
Use this flow
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Create Outreach prospects for new Zoho CRM contacts

Zoho CRM + Outreach

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Update Outreach accounts when an account is updated in Zoho CRM



Automatically make account updates to your sales engagement application when the corresponding CRM account is updated. This flow updates your Outreach account when the corresponding Zoho CRM account is updated.

How it works
1. A Zoho CRM account is updated.
2. Zoho Flow updates the corresponding Outreach account.
Use this flow
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Update Outreach accounts when an account is updated in Zoho CRM

Zoho CRM + Outreach

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Update prospects in Outreach when a Zoho CRM contact is updated

Automatically update a prospect in your sales engagement application when the corresponding CRM contact is updated. This flow updates the corresponding prospect in Outreach when a Zoho CRM contact is updated.

How it works
1. A Zoho CRM contact is updated.
2. Zoho Flow updates the corresponding prospect in Outreach.
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Update prospects in Outreach when a Zoho CRM contact is updated

Zoho CRM + Outreach

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Update prospects in Outreach when Zoho CRM leads are updated

Automatically update the corresponding prospect in your sales engagement application when a lead is updated in your CRM. This flow updates the corresponding prospect in Outreach when a lead is updated in Zoho CRM.

How it works
1. A lead is updated in Zoho CRM.
2. Zoho Flow updates the corresponding prospect in Outreach.
Use this flow
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Update prospects in Outreach when Zoho CRM leads are updated

Zoho CRM + Outreach

Build your own integrations between Outreach and Zoho CRM

Connect Outreach and Zoho CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Outreach and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Sequence updated

Triggers when any detail of an existing sequence is updated

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

Prospect created or deleted

Triggers when a prospect is created or deleted

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

Account updated

Triggers when any detail of an existing account is updated

Sequence created or deleted

Triggers when a sequence is created or deleted

Task updated

Triggers when any detail of an existing task is updated

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Prospect updated

Triggers when any detail of an existing prospect is updated

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 module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Log call

Logs a new call

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Add prospect to sequence

Adds a prospect to the specified sequence

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch sequence

Fetches the details of a sequence by its name

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch persona - By name

Fetches the details of an existing persona 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 ID

Fetches the details of an existing account by ID

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch user - By email address

Fetches the details of an existing user by email address

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update module entry

Updates the specified module entry

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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