Integrate Salesforce with Outreach
Send information between Salesforce and Outreach automatically, without writing any code, using Zoho Flow.
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Create a new contact in Outreach whenever a new contact is created in Salesforce
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Outreach each time a new contact is created in Salesforce.
How it works
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow adds a new recipient in Outreach.
Create a new contact in Outreach whenever a new contact is created in Salesforce
Salesforce + Outreach
Build your own integrations between Salesforce and Outreach
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Supported triggers and actions
Integrate Salesforce and Outreach using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Opportunity updated
Triggers when an opportunity is updated
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Order updated
Triggers when an order is updated
Module entry added
Triggers when a new entry is added to the selected module
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Campaign updated
Triggers when a new campaign is updated
Order created
Triggers when a new order is created
Event created
Triggers when a new event is created
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Account created
Triggers when a new account is created
Case updated
Triggers when a case is updated
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account updated
Triggers when an account is updated
Event updated
Triggers when an event is updated
Mail updated
Triggers when any detail of an existing mail is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Prospect updated
Triggers when any detail of an existing prospect is updated
Prospect created or deleted
Triggers when a prospect is created or deleted
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Task created or deleted
Triggers when a task is created or deleted
Account created or deleted
Triggers when an account is created or deleted
Account updated
Triggers when any detail of an existing account is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Call created or deleted
Triggers when a call is created or deleted
Call updated
Triggers when any detail of an existing call is updated
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update opportunity
Updates the details of an existing opportunity
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Create opportunity
Creates a new opportunity
Add recipient
Adds a new recipient
Log call
Logs a new call
Create account
Creates a new account
Create task
Creates a new task
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
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 call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
