Integrate Happyforms with Outreach

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

Explore prebuilt integration flows to get started

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Establish a new prospect in Outreach whenever a form is filed in Happyforms

Streamline your lead capture process by directly integrating forms with your sales engagement platform. This flow will create a new prospect in Outreach for new responses received from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow adds a new prospect in Outreach.
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Establish a new prospect in Outreach whenever a form is filed in Happyforms

Happyforms + Outreach

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Create a new recipient in Outreach every time a form is filled in Happyforms

Ensure your campaigns target the latest audience by updating your contact list with each form submission. This flow will automatically add a new recipient to your list in Outreach whenever a new form response is received from Happyforms.

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

Create a new recipient in Outreach every time a form is filled in Happyforms

Happyforms + Outreach

Build your own integrations between Happyforms and Outreach

Connect Happyforms and Outreach with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Outreach using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Opportunity updated

Triggers when any detail of an existing opportunity is updated

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

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

Mail updated

Triggers when any detail of an existing mail is updated

Task updated

Triggers when any detail of an existing task is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Prospect updated

Triggers when any detail of an existing prospect is updated

Sequence updated

Triggers when any detail of an existing sequence is updated

Call created or deleted

Triggers when a call is created or deleted

Sequence created or deleted

Triggers when a sequence is created or deleted

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 updated

Triggers when any detail of an existing call is updated

Account updated

Triggers when any detail of an existing account is updated

All Actions - Actions are the automated tasks

Create account

Creates a new account

Log call

Logs a new call

Create task

Creates a new task

Add prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Create opportunity

Creates a new opportunity

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch sequence

Fetches the details of a sequence by its name

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch account - By name

Fetches the details of an existing account by name

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

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 >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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