Integrate Outreach with TeamGrid

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

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Set up a new task in TeamGrid whenever a new task is initiated in Outreach

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in TeamGrid each time a new task is created in Outreach.

How it works
  1. The flow triggers when a task is created or deleted in Outreach.
  2. Zoho Flow creates a new task in TeamGrid.
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Set up a new task in TeamGrid whenever a new task is initiated in Outreach

Outreach + TeamGrid

Build your own integrations between Outreach and TeamGrid

Connect Outreach and TeamGrid with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Outreach and TeamGrid 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 completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Project created

Triggers when a new project is created

Task created

Triggers when a task is created

Contact created

Triggers when a new contact 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 project

Creates a new project

Complete project

Completes an existing project

Create task

Creates a new task

Complete task

Completes an existing 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.

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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