

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


Send a welcome email using Helpwise when a new company is created in Outreach
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send out a welcome email via Helpwise for new companies created in Outreach.
How it works
- The flow triggers when an account is created or deleted in Outreach.
- Zoho Flow sends an email to the specified customer in Helpwise.


Send a welcome email using Helpwise when a new company is created in Outreach
Outreach + Helpwise

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Supported triggers and actions
Integrate Outreach and Helpwise using the below 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

Contact created
Triggers when a new contact is created
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

Send email
Sends an email to the specified customer

Create contact
Creates a new contact

Send SMS
Sends an SMS message to the specified customer

Send WhatsApp message
Sends a WhatsApp message to the specified customer
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.
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What is Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
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