Integrate Outreach with Zoho TeamInbox

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

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Trigger a welcome email through Zoho TeamInbox when a new company is added in Outreach

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send a welcome email via Zoho TeamInbox to new companies created in Outreach.

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

Outreach + Zoho TeamInbox

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Supported triggers and actions

Integrate Outreach and Zoho TeamInbox 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 inbound message

Triggers when a new inbound message is recieved

Outbound reply

Triggers when a new outbound reply message is sent

New comment

Triggers when a new comment is recieved

Inbound reply received

Triggers when a new inbound reply message is received

New outbound message

Triggers when a new outbound message is sent

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 contact

Creates a new contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

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 Zoho TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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 >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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