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!

๐ŸšจPlease 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.


1๏ธโƒฃ Lookup Prospect

If you want to:

  • Lookup whether a prospect exists or not

  • Lookup the information you already have about a prospect from Outreach

Expand this to see the set up!

Lookup Prospect

For Lookup Person, just enter an email column as the input. After you run this action - you'll receive all data in your Outreach account for this person (if the match was found). Toggle on "Include Sequences" to receive information about the active sequences the prospect has as well.

This action is particularly helpful if you want to conditionally exclude records you already have in Outreach from further enrichment.


2๏ธโƒฃ Create Prospect

If you want to:

  • Create a new prospect

Expand this to see the set up!

Create Prospect

For Create Prospect, just map an Email column into the required input. You can optionall add name, company, and titles as well.

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.


3๏ธโƒฃ Update Prospect

If you want to:

  • Update an existing prospect

๐Ÿšจ To run this Action, you must first run either Lookup or Create to retrieve the Prospect's ID.

Expand this to see the set up!

Update Prospect

For Update Account, you need to map both the Prospect's ID and Email. To retrieve the Prospect ID, first run either lookup or create prospect.


4๏ธโƒฃ Add to Sequence

If you want to:

  • Add a person that is already in Outreach to a sequence

๐Ÿšจ To run this Action, you must first run either Lookup or Create to retrieve the Prospect's ID.

Expand this to see the set up!

Add Person to Sequence

First make sure you've run lookup or create prospect. Then simply input the corresponding fields and you're good to go!

Once this action is added, any row that gets to this action will automatically be added to the correct cadence.

โญ๏ธ Cost: Free:)

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