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    How to Connect Outreach to Albato


    IN THIS ARTICLE

    Outreach is a powerful platform that allows you to manage and scale all the sales and customer success processes in your company. With an intuitive interface and several features available, using this app will definitely help you achieve even more results with your business strategies.

    By connecting Outreach with Albato, you can go even further! Create automated processes to receive and send data from this app to over 800 other apps available for connection on our platform.

    See below for all the usage possibilities and how to set up this connection in Albato.

    Available Triggers:

    • New prospect
    • Updated prospect
    • New call
    • Updated call
    • New account
    • Updated account
    • New opportunity
    • New task
    • Updated task

    Triggers are events that trigger an automation. All triggers run in real-time; that is, data is transferred the moment the event occurs.

    Available Actions:

    • Create prospect
    • Find sequence
    • Add prospect to sequence
    • Custom API request
    • Create new mailing

    Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

    Now that you know all the available triggers and actions, see below how to create the connection.

    How to Create the Connection with Albato

    The first step is to go to the Apps tab in Albato and then click on Add a Connection:

    1.jpg

    On the new screen that opens, search for Outreach, click on the related icon, and then click Add a Connection again:

    2.jpg

    The next step is to name this connection.

    This name is internal and will only be visible within Albato, helping you to identify and use this connection in your automation easily.

    Once you’ve added the name, click Next:

    3.jpg

    Now select Grant Access to Albato, and in a new tab, you’ll see a screen to log in to your Outreach account:

    4.jpg

    Follow the steps, first adding your email:

    5.jpg

    Then, add your password and click Sign In:

    6.jpg

    Automatically, you will see an authorization screen. Click Authorize:

    7.jpg

    Then, this window will close, and you will see a success message in Albato.

    Now your connection is created, and you can use Albato to multiply possibilities and achieve even more results by connecting Outreach with any app you desire.

    We hope this content was useful, and if you have any questions, our support team will be happy to help.

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