Integrate Formsite with Outreach

Send information between Formsite 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 Formsite

Simplify lead management by capturing contact details directly from forms and integrating them with your sales engagement platform. This flow will create a new prospect in Outreach for each form response received from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  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 Formsite

Formsite + Outreach

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

Enhance lead follow-up by swiftly adding recipients to your marketing database. This flow will generate a new recipient in a list in Outreach whenever a response is received from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow adds a new recipient in Outreach.
+

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

Formsite + Outreach

Build your own integrations between Formsite and Outreach

Connect Formsite 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 Formsite and Outreach using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Prospect updated

Triggers when any detail of an existing prospect is updated

Sequence state updated

Triggers when the state of an existing sequence is updated

Call created or deleted

Triggers when a call is created or deleted

Task updated

Triggers when any detail of an existing task is updated

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Account updated

Triggers when any detail of an existing account is updated

Sequence created or deleted

Triggers when a sequence is created or deleted

Prospect created or deleted

Triggers when a prospect is created or deleted

Sequence updated

Triggers when any detail of an existing sequence is updated

Mail updated

Triggers when any detail of an existing mail is updated

Call updated

Triggers when any detail of an existing call is updated

Mailing event

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

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

All Actions - Actions are the automated tasks

Add prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Log call

Logs a new call

Add recipient

Adds a new recipient

Create task

Creates a new task

Create account

Creates a new account

Create opportunity

Creates a new opportunity

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch persona - By ID

Fetches the details of an existing persona 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 user - By email address

Fetches the details of an existing user by email address

Fetch prospect - By name or email

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

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch sequence

Fetches the details of a sequence by its name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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 >

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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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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