Integrate Everest Forms with Outreach

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

Explore prebuilt integration flows to get started

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Add a new prospect in Outreach whenever a form is filled out in Everest Forms

Ensure that all potential leads are accurately captured and added to your sales engagement platform. This flow will create a new prospect in Outreach for new responses received from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow adds a new prospect in Outreach.
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Add a new prospect in Outreach whenever a form is filled out in Everest Forms

Everest Forms + Outreach

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Add a new contact in Outreach whenever a form gets filled out in Everest Forms

Ensure your campaigns target the latest audience by updating your contact list with each form submission. This flow will create a new recipient in a list in Outreach for each form response received from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow adds a new recipient in Outreach.
+

Add a new contact in Outreach whenever a form gets filled out in Everest Forms

Everest Forms + Outreach

Build your own integrations between Everest Forms and Outreach

Connect Everest Forms and Outreach 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 Everest Forms and Outreach using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

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

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

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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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