Outreach

Outreach

Connect Outreach to Airfold to unify your sales engagement data with other sources.

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Outreach
Learn more
Outreach
Benefits
What is included
How to set up

5 Reasons to Use This Integration

1. Holistic Sales Performance Insights

Combine Outreach's sales engagement data with other tools like Salesforce, HubSpot, and Gong for a complete picture of your sales operations and performance.

2. AI-Powered Sequence Optimization

Leverage Airfold's AI capabilities to analyze Outreach sequence data, uncovering trends and insights to optimize your outbound strategies.

3. Custom Sales Activity Dashboards

Create tailored dashboards that blend Outreach data with other sources, giving you unique insights into sales activities, engagement rates, and pipeline impact.

4. Automated Sales Productivity Reporting

Save time by automating the process of gathering and analyzing data from Outreach, integrating it seamlessly with other revenue data sources for comprehensive sales productivity reports.

5. Data-Driven Sales Coaching

Use combined insights from Outreach and other platforms to identify best practices in sales engagement, enabling more effective coaching and training programs.

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Outreach

What's Included In The Integration?

Outreach data objects:

  • Prospects
  • Sequences
  • Tasks
  • Calls
  • Emails
  • Meetings
  • Accounts
  • Opportunities

Outreach activities:

  • Sequence started/completed
  • Email sent/opened/clicked
  • Call logged
  • Meeting booked
  • Task created/completed
  • Prospect replied

Airfold actions:

  • Retrieve Outreach data
  • Create/update Outreach records
  • Trigger Outreach sequences
  • Generate custom reports
  • Create AI-powered insights
Connect
 
Outreach

How to Set It Up

  1. Log in to your Airfold account and navigate to the Integrations page.
  2. Find and select the Outreach integration.
  3. Click "Connect" and you'll be prompted to log in to your Outreach account.
  4. Grant necessary permissions for Airfold to access your Outreach data.
  5. Choose which Outreach data objects you want to sync with Airfold.
  6. Set up the sync frequency (real-time, hourly, daily, etc.).
  7. Configure any custom fields or mappings between Outreach and other data sources in Airfold.
  8. Set up any specific automations or workflows you want to create between Outreach and Airfold.
  9. Save your settings and start using Outreach data in your Airfold dashboards and reports.
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Outreach

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