Outreach integration

Sync and automate your Outreach email sequences with Attio.

ON THIS PAGE

Connect Attio and Outreach

Integrating Attio with Outreach allows you to trigger and respond to email sequences in Outreach.

⁠An admin can follow these steps to connect your Attio and Outreach accounts:

  1. Click your workspace name in the upper-left of Attio, then select Workspace settings.

  2. Head to Apps on the left-hand side, select Outreach, then Install.

  3. 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:

  1. With workflows: You can add people from Attio to Outreach sequences or trigger actions in Attio when changes are made to Outreach sequences.

  2. 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 takes an email address and adds it to the start of an Outreach sequence. Outreach models people as “prospects”, so the action will find an existing prospect with the email address in Outreach, or it will create a new prospect if one does not already exist. That prospect will then be added to the sequence.

Note that it is not currently possible to set any metadata on the Outreach prospect. Also note that since this block accepts an email address, but not a record, prospects and records will not be linked in any way.

There are two outputs of the Add to Sequence action:

  • Prospect ID: Of the Text type, this is a unique ID to identify the prospect in Outreach. 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.

  • Sequence ID: Of the Text type, this is a unique ID to identify the Outreach sequence.

Added to Sequence (Trigger)

The Added to Sequence trigger fires when a prospect gets added to a sequence. These are the outputs of the Added to Sequence trigger:

  • 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. These are the outputs of the Sequence State Changed trigger:

  • 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:

  • Create Prospect: If the person does not already exist in Outreach, click this button to add them as a prospect.

  • Add to 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.