Integrate Outreach with Forecast
Send information between Outreach and Forecast automatically, without writing any code, using Zoho Flow.
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Create tasks in Forecast as tasks are initiated in Outreach
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Forecast 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 Forecast.
Create tasks in Forecast as tasks are initiated in Outreach
Outreach + Forecast
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Supported triggers and actions
Integrate Outreach and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
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
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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