Outreach
Sales engagement platform for managing prospects, accounts, sequences, opportunities, and outbound communications.
Three ways to use Outreach
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Outreach.
Activate or Deactivate Sequence
Enable or disable a sequence so prospects can or cannot be added.
Add Prospect to Sequence
Enroll a prospect into a sequence by creating a sequenceState.
Create Account
Create a new account (company).
Create Opportunity
Create a new opportunity (deal).
Create Prospect
Create a new prospect (contact).
Create Task
Create a new manual task for a user/prospect.
Get started automating Outreach
Ready-to-use workflows
Prompts using Outreach
Stop Outreach sequences when a prospect books on Calendly
The moment someone books a meeting on Calendly, finish every active Outreach sequence they are in and tell the owner in Slack.
Spot the Outreach sequences that need fixing each week
Every Monday at 8am, get the five outbound sequences worth acting on in Slack, plus a running history in Google Sheets so you can see trends.
Enrich new Outreach prospects and route them to the right sequence
When a prospect is created in Outreach, they get enriched with title, seniority and company details, then enrolled in the cadence that fits their segment.
Send each rep their daily Outreach task list in Slack
Every weekday morning, each rep gets a Slack message with their Outreach tasks due today, calls first, so they start with a clear plan.