Integrate Outreach with Producteev

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

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

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Producteev when 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 Producteev.
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Set up a new task in Producteev whenever a new task is initiated in Outreach

Outreach + Producteev

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Supported triggers and actions

Integrate Outreach and Producteev using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Project

Triggers when a new project is created

New Network

Triggers when a new network is created

New Task

Triggers when a new task is created

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

Create Task

Creates a new 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 Producteev?

Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.

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.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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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