Integrate Freshsales with Outreach

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

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Add a new contact in Outreach whenever a new contact is added in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Outreach each time a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow adds a new recipient in Outreach.
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Add a new contact in Outreach whenever a new contact is added in Freshsales

Freshsales + Outreach

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Supported triggers and actions

Integrate Freshsales and Outreach using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New account

Triggers when a new account is created in the selected view

New lead

Triggers when a new lead is created in the selected view

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

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

Convert lead

Converts a lead to contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Fetch lead by ID

Fetches a lead by ID

Fetch contact by ID

Fetches a contact by ID

Fetch contact by email address

Fetches a contact by email

Fetch lead by email address

Fetches a lead by email

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 Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

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 >

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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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