Integrate Outreach with Office 365

Send information between Outreach and Office 365 automatically, without writing any code, using Zoho Flow.

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Trigger a welcome email through Office 365 when a new company is added in Outreach

Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Office 365 for new companies created in Outreach.

How it works
  1. The flow triggers when an account is created or deleted in Outreach.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Trigger a welcome email through Office 365 when a new company is added in Outreach

Outreach + Office 365

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Supported triggers and actions

Integrate Outreach and Office 365 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

Event updated

Triggers when any detail of an existing event is updated

Event added

Triggers when a new event is added in the selected calendar

Email received

Triggers when a new email is received

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact 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

Create event

Creates a new event in the selected calendar

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Update event

Updates the details of an existing event by ID

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch user

Fetches the details of a user by display name

Fetch event

Fetches the details of an existing event by title or ID

Fetch contact

Fetches the details of an existing contact 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 Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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 >

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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