Outreach app
Sync and automate your Outreach email sequences with Attio.
Attio's Outreach app enables you to automate your sales outreach by connecting Attio with Outreach sequences. This integration allows you to add people from Attio to Outreach sequences and trigger actions in Attio when changes occur in Outreach sequences. You can also create prospects in Outreach or add people to Outreach sequences directly from Attio record pages.
Connect Attio and Outreach
An admin can follow these steps to connect your Attio and Outreach accounts:
Click your workspace name in the upper-left of Attio, then select Workspace settings.
Head to Apps on the left-hand side, select Outreach, then Install.
Log in to Outreach if you are not already signed in, and connect the account.
Once you have finished the above steps, Outreach blocks will be available to use in workflows.
Configure Outreach
In order to use Outreach with Attio, confirm the following:
Ensure you have a sequence created in Outreach.
Ensure you have a mailbox configured in Outreach.
Using the Outreach integration in Attio
Once you have set up the integration, there are two ways you can use the Outreach integration within Attio:
With workflows: You can add people from Attio to Outreach sequences or trigger actions in Attio when changes are made to Outreach sequences.
With records: Create prospects in Outreach or add people to Outreach sequences from record pages.
Use Outreach with workflows
Once you have connected your Outreach account with Attio, you can use the following workflow blocks. Learn more about workflows.
Add to Sequence (Action)
The Add to Sequence block adds a person to an Outreach sequence using their email address. It can also write values, such as phone number, to the Outreach prospect record when enrolling them.
Inputs:
Connection: Select the Outreach connection to use.
Sequence: Select the Outreach sequence the person should be enrolled in.
Mailbox: Select the mailbox that Outreach should use to send sequence emails.
Email: Provide the email address of the person to enroll. Use a variable to reference the attribute that stores their email in Attio.
Additional attributes: Optionally map other Attio attributes to Outreach prospect fields using variables. For example, you can pass values for name, phone number, location, or other supported fields.
Outreach models people as “prospects”. This action will look for an existing prospect in Outreach that matches the email address. If no matching prospect is found, a new one will be created. The prospect is then enrolled in the selected sequence.
It is not currently possible to set prospect metadata through this action. Since this block accepts an email address rather than a record reference, Outreach prospects and Attio records will not be linked in any way.
Outputs:
Prospect ID: Of the text type, this is the unique identifier for the prospect in Outreach. Storing this on a record allows Attio to reference the same record later, for example when handling a Sequence State Changed trigger. You may wish to create a text attribute on the People or Users object called Outreach prospect ID to store this value.
Sequence ID: Of the Text type, this is the unique identifier for the Outreach sequence the prospect was enrolled in.
Added to Sequence (Trigger)
The Added to Sequence trigger fires when a prospect gets added to a sequence.
Inputs:
Connection: Select the Outreach connection to use.
Sequence: Select the Outreach sequence the person should be enrolled in.
Outputs:
Outreach Sequence ID: This Text type output is a unique ID to identify which sequence the change occurred in. Won’t vary within the same workflow.
Outreach Mailbox ID: This Text type output is a unique ID to identify the Outreach mailbox where that the user got added.
Outreach User ID: This is the Outreach user who added the prospect to the sequence, mapping to a workspace member.
Outreach Prospect ID: This Text type output is a unique ID to identify the Outreach prospect. Storing this on a record will enable Attio to look up the record later (e.g. when syncing deal status back from Sequence State Changed). You can create a unique text attribute on the People or Users object called “Outreach prospect ID” to store this.
Outreach Prospect Name: This Text type output is the name of the prospect that moved in the sequence.
Outreach Prospect Emails: This is the email address of the prospect that moved in the sequence. This is an Array, but in most cases we expect only one value here.
Sequence State Changed (Trigger)
The Sequence State Changed trigger fires when a prospect moves to a new state in a specific sequence.
Inputs:
Connection: Select the Outreach connection to use.
Sequence: Select the Outreach sequence the person should be enrolled in.
Outputs:
Outreach Sequence ID: This Text type output is a unique ID to identify which sequence the change occurred in. It will not vary within the same workflow.
Outreach Sequence State: This Text type output is a string indicating the current state of the sequence state, e.g. “failed”, “paused”, “pending”, etc.
Outreach Sequence Step: This Text type output is a human readable display name for the step in the automated sequence that the prospect is in now, e.g. “Step #1 (Manual Email)”
Outreach Prospect ID: This Text type output is a unique ID to identify the Outreach prospect. Storing this on a record will enable Attio to look up the record later (e.g. when syncing deal status). You can create a unique text attribute on the People or Users object called “Outreach prospect ID” to store this.
Outreach Prospect Name: This Text type output is the name of the prospect that moved in the sequence.
Outreach Prospect Emails: This is the email address of the prospect that moved in the sequence. This is an Array, but in most cases we expect only one value here.
Add person records to Outreach
When viewing a person record with an email address in Attio, there are two buttons you can use to take actions in Outreach:
Add to Outreach sequence: Click this button to add the person's email to a sequence in Outreach. Select the sequence and the mailbox you want to send from.
Open in Outreach: Click this button to view the person in Outreach.