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Create business workflows for Outreach without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Outreach workflows

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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 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.

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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.

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Create Outreach prospects for new Zoho CRM contacts

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.

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Update prospects in Outreach when Zoho CRM leads are updated

Zoho CRM + Outreach

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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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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity updated

Triggers when any detail of an existing opportunity is updated

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

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

Mail updated

Triggers when any detail of an existing mail is updated

Task updated

Triggers when any detail of an existing task is updated

Mailing event

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

Prospect updated

Triggers when any detail of an existing prospect is updated

Sequence updated

Triggers when any detail of an existing sequence is updated

Call created or deleted

Triggers when a call is created or deleted

Sequence created or deleted

Triggers when a sequence is created or deleted

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 updated

Triggers when any detail of an existing call is updated

Account updated

Triggers when any detail of an existing account is updated

All Actions - Actions are the automated tasks

Create account

Creates a new account

Log call

Logs a new call

Create task

Creates a new task

Add prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Create opportunity

Creates a new opportunity

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

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 mailing

Fetches the details of an existing mailing by ID

Fetch user - By email address

Fetches the details of an existing user by email address

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 task priority - By ID

Fetches the details of an existing task priority by ID

Fetch persona - By name

Fetches the details of an existing persona 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 name

Fetches the details of an existing opportunity stage by its name

Fetch call disposition - By ID

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

Fetches the details of an existing call purpose by name

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailbox

Fetches an existing mailbox by its email address

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 prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch account - By name

Fetches the details of an existing account by name

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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.

Categories : Sales Automation CRM Marketing Automation Drip Emails

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Network with us

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more

Toto

Technical Engineer, Master Liveaboards