Integrate Outreach with Flow
Send information between Outreach and Flow automatically, without writing any code, using Zoho Flow.
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Set up a new task in Flow whenever a new task is initiated in Outreach
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Flow whenever a new task is initiated in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in the selected workspace in Flow.
Set up a new task in Flow whenever a new task is initiated in Outreach
Outreach + Flow
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Supported triggers and actions
Integrate Outreach and Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
Project updated
Triggers when the details of an existing project are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the selected task 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
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Logic
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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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
