🕹️ Features

Our Outreach integration allows you to:

1. Add Outreach prospects to sequences using HeadsUp automation
   1. Automatically create new prospects if they don’t already exist
2. Sync HeadsUp fields into Outreach prospect fields
   1. The sync will occur daily to ensure fields are updated with the latest values.

🔒 Connection & Authentication

We connect to Outreach using OAuth.

How to connect

1. Log in and then click on the Settings page on the left-hand side menu bar.

   

2. Click Connect under the Outreach destination box.

   

3. Authenticate into Outreach and accept the permissions requested.

   1. We default to using the connected Outreach user’s mailbox if a prospect we add to a sequence has no assigned owner, including prospects we create.

4. Identify which User field to use to map to an Outreach prospect. We typically recommend using email.

   

5. (Optional) Add field mappings to automatically enrich newly created prospects with fields (e.g. name).

   

6. That’s it! 🎉

❓ FAQs