Integrate Outreach with Insightful
Send information between Outreach and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Insightful whenever a new task is initiated in Outreach
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightful when a new task is created in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in Insightful.
Set up a new task in Insightful whenever a new task is initiated in Outreach
Outreach + Insightful
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Supported triggers and actions
Integrate Outreach and Insightful 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
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
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
Create project
Creates a new project
Create team
Creates a new team
Create employee
Creates a new employee
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch team
Fetches the details of an existing team using ID
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.
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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