Outreach.io
Add an Outreach action to quickly connect to your email sequencer and automatically lookup or sync records. This will allow you to trigger emails directly from Clay.
There are the following options for prospects: Lookup, Create, Update, Add to sequence
Check out the options below to see which is right for you!
🚨Please note, Outreach currently doesn't support auto-uploading custom fields. This means you can not automatically send anything outside of Email, Name, Company, or Title. If you would like to upload custom properties to Outreach, you will need to download your Clay table as a CSV and manually upload them to Outreach.
1️⃣ Lookup Prospect
If you want to:
Lookup whether a prospect exists or not
Lookup the information you already have about a prospect from Outreach
This action is particularly helpful if you want to conditionally exclude records you already have in Outreach from further enrichment.
2️⃣ Create Prospect
If you want to:
Create a new prospect
This action is particularly helpful if you want to take the leads you've found in Clay and instantly create corresponding records in Outreach. Please note - if the prospect already exists, we will not create duplicates by default.
3️⃣ Update Prospect
If you want to:
Update an existing prospect
🚨 To run this Action, you must first run either Lookup or Create to retrieve the Prospect's ID.
4️⃣ Add to Sequence
If you want to:
Add a person that is already in Outreach to a sequence
🚨 To run this Action, you must first run either Lookup or Create to retrieve the Prospect's ID.
Once this action is added, any row that gets to this action will automatically be added to the correct cadence.
⭐️ Cost: Free:)
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