Outreach + Salesforce

Create prospects in Outreach from new leads in Salesforce

Never miss out on a potential opportunity with this automation. Connect Salesforce and Outreach to automatically create prospects in Outreach whenever a new lead is added in Salesforce. Stay ahead of the game and focus on converting leads into valuable customers.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
automatically do this!
Create Prospect
Creates a new prospect.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Call
Triggers when a call is updated.
Trigger
Instant
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Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
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- Sequence IDRequired
- Prospect IDRequired
- Mailbox IDRequired
Action
Write
- Sequence Name to Search For
- Sequence ID
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Sequence IDRequired
Trigger
Polling
Try It
New Call
Triggers when a new call is logged.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- First Name
- Last Name
- Email Addresses
- Account ID
- Opportunity IDs
- Stage ID
- Persona ID
- Owner ID
- Tags
- Personal Info - Middle Name
- Personal Info - Nickname
- Personal Info - Gender
- Personal Info - Date of Birth
- Phone Numbers - Home
- Phone Number - Mobile
- Phone Numbers - Work
- Phone Numbers - VoIP
- Phone Numbers - Other
- Job Details - Title
- Job Details - Occupation
- Job Details - Start Date
- Education - School
- Education - Degree
- Education - Graduation Date
- Location - Address 1
- Location - Address 2
- Location - City
- Location - State
- Location - ZIP
- Location - Country
- Location - Region
- Location - Time Zone (IANA)
- Links - Website 1
- Links - Website 2
- Links - Website 3
- Links - LinkedIn URL
- Links - Twitter URL
- Links - GitHub URL
- Links - Facebook URL
- Links - Google+ URL
- Links - StackOverflow URL
- Other Info - Source
- Other Info - On Market
- Other Info - Lead Score
- Other Info - Campaign Name
- Personal Note 1
- Personal Note 2
- Company
- Custom Field Help Text
Action
Write

About Outreach

Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.

Related categories

Sales & CRM

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Outreach + Salesforce

Create prospects in Outreach from new leads in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

New Account

New Opportunity

New Task

Updated Call

Updated Prospect

Add Prospect to Sequence

Find Sequence

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record

Completed Sequence Task

New Call

New Prospect

Updated Account

Updated Opportunity

Updated Task

Create Prospect

About Outreach

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces