5 ways to automate Outreach with Zapier

Outreach is a platform that helps your whole RevOps organization manage relationships, revenue, and retention in one place. It's an amazing tool for teams that want a unified view of the customer journey—and AI-powered features that streamline your day-to-day work.

But as powerful as Outreach is, it's probably not the only tool you're using. There are still chat apps like Slack, advertising platforms like Google Ads, and even old-fashioned spreadsheets. It's all too common for those tools to exist in silos, which means more data entry work—and less insight and transparency across RevOps.

Zapier is a no-code platform that connects thousands of apps together into automated workflows. Those workflows are called Zaps, and they can help you build fully automated systems that connect your RevOps tools—like Outreach—to the rest of your tech stack. Here's how.

Skip ahead

• Connect Outreach with your CRM

• Turn ad leads into Outreach prospects

• Stay updated on key Outreach activity

• Connect forms to Outreach

• Connect Outreach to your spreadsheet tool

Connect Outreach with your CRM

Even though it includes marketing and support, RevOps is often synonymous with sales. And while Outreach is an amazing sales execution platform, many teams still use a traditional customer relationship management (CRM) tool alongside it. 

If you're one of those teams, you might be wondering how you can get both apps to play nicely with each other. Sure, your team could manually copy every lead or contact from your CRM into Outreach—but that's a lot of data entry, and your sales team should stay focused on closing deals. 

Rather than take up your sales reps' valuable time, you can use automation to close the gap between your CRM and Outreach. For example, you can set up a Zap that instantly turns new CRM leads into new Outreach prospects so your pipeline stays up to date: 

You can also use similar Zaps to connect Outreach to your favorite marketing platform. Here are a few example templates—these are focused on creating prospects in Outreach, but you can always modify them to do other actions. 

Seamlessly turn ad leads into Outreach prospects

Digital advertising is one of the best ways to find new customers and grow your business, but it's also expensive. To make sure you're not throwing money away, it's important to track every single lead you get through ads—and then nurture them appropriately until they turn into paying customers.

Advertising platforms like Google Ads have powerful native features that show you exactly how many leads you've captured. But unless you're ready to download the latest CSV file, that lead data constantly exists in a silo, separate from your RevOps tools.  

Thankfully, automation is perfect for eliminating silos. With Zapier, you can connect your digital advertising tools to Outreach, so lead data flows seamlessly between them. For example, you can create a Zap that instantly adds new leads to Outreach as prospects—no CSVs or copy-pasting required. That way, your team can start nurturing those leads immediately when they're warmest. 

Stay updated on key Outreach activity

RevOps work moves quickly, and staying on top of the latest account activity is always a challenge. Realistically, your team has better things to do than constantly check Outreach for new tasks, prospects, or other developments—like engaging with leads and customers. 

Instead of trying to stay on top of every new update, you can use automation to empower your team to focus on what's truly important. Let's say you want your entire sales team to know when there's a new prospect in Outreach. You can create a Zap that automatically sends a notification to the chat app you use the most. 

But the real power comes in how you customize those notifications. Your Zap can send them to a shared team channel or a DM—but you can also control what information that notification includes, like the prospect's name and their contact info. 

Connect forms to Outreach

Forms are essential to any RevOps team. They're a great way to collect information—whether that's new support tickets, demo requests, or feature requests. But like any other data-heavy tool, they create a new challenge: moving all of that information into the right place.

If you don't want to spend a lot of time copy-pasting (or using spreadsheets to import and export), you can streamline the process with automation. For example, you can create a Zap that connects your form app to Outreach, so all new form submissions instantly become new prospects.

You can also use a more targeted Zap to keep Outreach organized by adding new prospects to a specific sequence:

Connect Outreach to your spreadsheet tool

In a world where it seems like there's an app for everything, there's a reason spreadsheets are still so common: They're amazing for storing, organizing, and analyzing data. For a RevOps organization, that's an invaluable ability. But keeping your spreadsheets up to date can feel like an insurmountable task—especially if your team moves quickly to close deals, find new leads, and close out support tickets. 

The good news? Automation is totally up to the task! With Zapier, you can connect Outreach to your favorite spreadsheet tool—meaning the process of adding or updating rows happens automatically, whenever data changes in Outreach.

Similarly, you can use a Zap that does the inverse, automatically adding new data to Outreach based on the latest spreadsheet information. 

Supercharge your RevOps with Outreach and Zapier

As RevOps becomes the gold standard in organizing sales, marketing, and customer support teams, the tools you use are more important than ever. Outreach is a powerful platform for staying connected with prospects and customers. And by connecting it to your other apps with Zapier, you can avoid creating silos that slow down your team and your work. 

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