Konnectify
Outreach + Konnectify

Outreach Integration with Konnectify

Automate your sales execution, streamline pipeline management, and sync prospects, sequences, and opportunities across your revenue tech stack.

Accounts Prospects Opportunities Sequences Tasks & Calls 42 Triggers 125 Actions

What is Outreach?

Outreach is a leading sales execution platform designed to help revenue teams create, manage, and close more pipeline. By serving as the central hub for prospect engagement, email sequences, phone calls, and task management, Outreach ensures that sales representatives can execute their daily playbooks with high efficiency and precision.

Integrating Outreach with Konnectify lets you eliminate manual data entry by connecting your sales workflows directly to your CRM, marketing platforms, and internal tools. Whether you need to sync newly discovered prospects, trigger sequences based on marketing campaigns, or log call and email analytics, Konnectify automates these handoffs in real time.

New to Outreach?

Set up your sales playbooks and sequences inside your Outreach workspace.

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New to Konnectify?

Create a free account to build automated workflows with Outreach in minutes.

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What you can automate:
• Sync newly created or updated accounts directly with your CRM.
• Automate prospect enrollment in Outreach sequences based on marketing milestones.
• Create and update opportunities instantly when deals progress in external sales systems.
• Track and log completed tasks and calls to maintain a central record of sales touches.
• Trigger follow-up communications automatically when mailings are opened or bounced.
• Keep user profiles, stages, and platform configurations aligned with your team directory.

API & Authentication

Authentication Type: OAuth 2.0

Outreach utilizes secure OAuth 2.0 authorization to grant Konnectify permission to interact with your workspace. This ensures that Konnectify never sees or stores your primary account password, and you can revoke access at any time from your Outreach settings.

To connect your account, you will need to generate a Client ID and Client Secret by creating an application in the Outreach Developer Portal, then authorize the connection.

The Outreach API is highly comprehensive, supporting real-time webhook subscriptions for instant triggers, alongside REST endpoints to fetch, create, and update detailed records across your entire sales setup. This includes core objects like prospects, sequences, mailings, opportunities, and administrative resources.

App Plan & Rate Limits

API access and custom OAuth application generation require an Outreach plan that includes developer platform access. Please check the Outreach Developer Portal or consult your workspace administrator to ensure your subscription tier allows API interactions.

For complete developer reference, consult the official Outreach API Documentation.

How to Connect

Prerequisites:
  • An Outreach account with administrator privileges.
  • A Client ID and Client Secret generated within your Outreach Developer Portal under "My Apps".
  • The Konnectify redirect URI added to your Outreach application configuration.
1

Add Outreach to a Workflow

Log into your Konnectify dashboard, navigate to the active workflow builder, and search for the Outreach app card to add it as either a trigger step or an action step in your automation sequence.

2

Authorize via OAuth 2.0 Credentials

Click "Connect Account". Input your Client ID and Client Secret in the credential fields, then authorize the connection. You will be redirected to the Outreach authorization screen to confirm the requested permissions.

3

Configure the Trigger or Action Fields

Choose the specific event or task you want to run. Match the relevant fields (such as prospect email, account name, or sequence ID) from your preceding workflow steps into the Outreach input fields.

 Setup Tip:  Ensure that required fields, such as email addresses for prospect creation, are mapped correctly to avoid API errors during execution. 
4

Test the Workflow Step

Execute a test step within Konnectify to verify that data flows seamlessly between Outreach and your target system. Verify that the test record appears correctly in your Outreach workspace or destination app.

5

Activate the Workflow

Once the test passes, toggle the workflow to "Active". Your integration will now run automatically in the background, handling your sales execution and data sync tasks on autopilot.

Supported Triggers 42 Triggers

Outreach triggers are webhook-based, meaning Outreach sends instant, real-time notifications to Konnectify the moment an activity or update occurs inside your sales workspace. This allows your integrated systems to respond immediately.

 Accounts 3 triggers  
Account Created

Fires instantly when a new company account profile is created in Outreach.

Account Updated

Fires instantly when details on an existing account are modified in Outreach.

Account Destroyed

Fires instantly when an account profile is permanently deleted from Outreach.

 Prospects 3 triggers  
Prospect Created

Sends real-time notifications with the ID whenever a new sales lead or prospect is created.

Prospect Updated

Triggers in real time when any property of an existing prospect is modified.

Prospect Destroyed

Triggers immediately when a prospect profile is deleted from Outreach.

 Opportunities 6 triggers  
Opportunity Created

Triggers when a new deal opportunity is logged in Outreach.

Opportunity Updated

Fires when an opportunity record is modified, such as changing the deal value or stage.

Opportunity Destroyed

Fires when an opportunity record is permanently removed from the system.

Opportunity Prospect Role Created

Fires when a role mapping is established between a prospect and an opportunity.

Opportunity Prospect Role Updated

Fires when an existing role mapping between a prospect and opportunity is changed.

Opportunity Prospect Role Destroyed

Fires when a role mapping is deleted from an opportunity.

 Sequences 8 triggers  
Sequence Created

Fires when a new automated outreach sequence is created.

Sequence Updated

Fires when a sequence's settings or configuration are changed.

Sequence Destroyed

Fires when an outreach sequence is deleted.

Sequence State Created

Fires when a prospect enters a sequence, establishing a new sequence state.

Sequence State Updated

Fires when a prospect's state in a sequence changes (e.g., paused or resumed).

Sequence State Destroyed

Fires when a prospect's sequence state record is deleted.

Sequence State Advanced

Fires when a prospect progresses to the next step of an active sequence.

Sequence State Finished

Fires when a prospect completes all steps in a sequence.

 Tasks & Calls 7 triggers  
Task Created

Fires when a task (such as a call, email, or meeting follow-up) is created.

Task Updated

Fires when a task's details, due date, or priority are modified.

Task Destroyed

Fires when a task is deleted from Outreach.

Task Completed

Fires when a representative marks a task as completed.

Call Created

Fires when a phone call is logged in Outreach.

Call Updated

Fires when the metadata or notes of a logged call are updated.

Call Destroyed

Fires when a call record is deleted.

 Mailings & Communications 10 triggers  
Email Address Created

Fires when a new email address is added to a prospect's profile.

Email Address Updated

Fires when a prospect's email address is updated.

Email Address Destroyed

Fires when an email address is removed from a prospect's profile.

Mailing Created

Fires when a new email mailing is drafted or scheduled.

Mailing Updated

Fires when a mailing's properties or body are modified.

Mailing Destroyed

Fires when a mailing record is deleted.

Mailing Bounced

Fires when a sent email bounces, allowing you to flag the invalid address in external systems.

Mailing Delivered

Fires when a sent email is successfully delivered to the recipient's inbox.

Mailing Opened

Fires when a prospect opens an email sent from Outreach.

Mailing Replied

Fires when a prospect replies to an Outreach mailing.

 Platform & Administration 5 triggers  
Import Created

Fires when a new bulk data import job is initiated in Outreach.

Import Finished

Fires when a bulk data import job is fully processed.

Kaia Recording Created

Fires when a new Outreach Kaia meeting recording is saved.

User Created

Fires when a new representative or user is added to your Outreach workspace.

User Updated

Fires when a user's profile settings or role permissions are modified.

Supported Actions 125 Actions

Actions allow Konnectify to create, update, retrieve, or delete records in Outreach automatically when triggered by another system in your workflow.

 Accounts 8 actions  
Create Account

Creates a new company account record inside Outreach.

Update Account

Updates an existing account record using its unique Outreach ID.

Get Account

Fetches details of a specific account using its unique ID.

Delete Account

Deletes an account profile from Outreach.

Create Account Note

Logs a new text note on a specific account profile.

Update Account Note

Edits an existing note on an account profile.

Delete Account Note

Removes a note associated with an account.

Get Account Note By ID

Retrieves the contents and details of a specific account note.

 Prospects 14 actions  
Create Prospect

Creates a new prospect profile in Outreach.

Update Prospect

Modifies an existing prospect's fields using their ID.

Delete Prospect

Deletes a prospect record from Outreach.

Get Prospect By ID

Fetches details of a specific prospect record.

Search Prospects by Email

Searches your workspace for prospects matching a specific email address.

Create Prospect Note

Logs a new text note on a prospect's profile.

Update Prospect Note

Edits an existing note on a prospect's profile.

Delete Prospect Note

Removes a note associated with a prospect.

Get Prospect Note By ID

Retrieves details of a specific prospect note.

Add Prospect to Sequence

Enrolls a prospect into a specified active email sequence.

Create Persona

Creates a new buyer persona category in Outreach.

Update Persona

Modifies an existing buyer persona configuration.

Delete Persona

Deletes a buyer persona profile from Outreach.

Get Persona By ID

Retrieves details of a specific buyer persona.

 Opportunities 10 actions  
Create Opportunity

Creates a new deal opportunity in Outreach.

Update Opportunity

Updates opportunity details such as close date or stage.

Delete Opportunity

Deletes a specific opportunity record.

Get Opportunity By ID

Fetches details of a specific deal opportunity.

Create Opportunity Prospect Role

Assigns a specific role to a prospect on a deal opportunity.

Update Opportunity Prospect Role

Modifies an assigned prospect role on an opportunity.

Delete Opportunity Prospect Role

Removes a prospect's role mapping from a deal opportunity.

Get Opportunity Prospect Role By ID

Fetches details of a specific prospect role assignment.

Get Opportunity Stage By ID

Retrieves metadata for a specific opportunity pipeline stage.

Delete Opportunity Stage

Deletes a custom opportunity stage label from your workspace.

 Sequences 21 actions  
Create Sequence

Creates a new automated outreach sequence in Outreach.

Update Sequence

Updates configuration or metadata of an existing sequence.

Delete Sequence

Deletes a sequence template from your account.

Get Sequence By ID

Fetches details of a specific sequence.

Create Sequence State

Enrolls a prospect into a sequence, establishing their sequence state.

Delete Sequence State

Removes a prospect's sequence state, unenrolling them.

Get Sequence State By ID

Fetches details of a prospect's current state within a sequence.

Create Sequence Step

Adds a new step (e.g., email or call task) to an existing sequence.

Update Sequence Step

Updates configuration details for a specific sequence step.

Get Sequence Step By ID

Fetches details of a specific sequence step.

Create Sequence Template

Assigns a specific email template to a sequence step.

Update Sequence Template

Updates template settings, such as enabling/disabling A/B testing variations.

Delete Sequence Template

Removes a template mapping from a sequence step.

Get Sequence Template By ID

Fetches details of a template mapping within a sequence.

Activate Sequence

Activates a sequence, allowing prospects to resume or begin steps.

Deactivate Sequence

Deactivates a sequence, pausing outreach steps for enrolled prospects.

Finish Sequence State

Marks a prospect's sequence state as finished, completing their journey.

Pause Sequence State

Pauses a specific prospect's sequence state, halting their steps.

Resume Sequence State

Resumes a paused sequence state for a prospect.

Activate Sequence Template

Activates a template to make it available for use in sequence steps.

Deactivate Sequence Template

Deactivates a sequence template, preventing its active use.

 Tasks & Calls 27 actions  
Create Task

Creates a manual call, email, or general task in Outreach.

Update Task

Updates details of an existing task record.

Delete Task

Deletes a specific task record.

Get Task By ID

Fetches details of a specific task record.

Create Task Disposition

Creates a new task disposition to log task outcomes.

Update Task Disposition

Modifies an existing task disposition configuration.

Delete Task Disposition

Removes a task disposition label from your workspace.

Get Task Disposition By ID

Fetches details of a specific task disposition.

Create Task Purpose

Creates a new task purpose category.

Update Task Purpose

Updates configuration of an existing task purpose.

Delete Task Purpose

Deletes a task purpose category.

Get Task Purpose By ID

Fetches details of a specific task purpose.

Get Task Priority By ID

Retrieves metadata for a specific task priority level.

Advance Task

Advances a task to its next sequence stage.

Deliver Task

Delivers an email task in Outreach.

Log Meet In Person Task

Logs a task as a completed in-person meeting.

Mark Task Complete

Marks a specific task record as completed.

Create Call Disposition

Creates a new call disposition to log phone outcomes.

Update Call Disposition

Modifies an existing call disposition configuration.

Delete Call Disposition

Deletes a call disposition label from your workspace.

Get Call Disposition By ID

Fetches details of a specific call disposition.

Create Call Purpose

Creates a new call purpose category.

Update Call Purpose

Updates configuration of an existing call purpose.

Delete Call Purpose

Deletes a call purpose category.

Get Call Purpose By ID

Fetches details of a specific call purpose.

Get Call By ID

Fetches details of a specific call record.

Delete Call

Deletes a specific call record.

 Mailings & Communications 18 actions  
Create Email Address

Adds a new email address to a prospect's profile.

Update Email Address

Updates a prospect's email address record.

Delete Email Address

Deletes an email address record from Outreach.

Get Email Address By ID

Fetches details of a specific email address.

Create Template

Creates a reusable email template in Outreach.

Update Template

Updates an existing email template's subject or body.

Delete Template

Deletes an email template.

Get Template By ID

Fetches details of a specific email template.

Get Mailbox By ID

Fetches details of a specific connected mailbox.

Get Mailing By ID

Fetches details of a specific mailing record.

Create Recipient

Creates a new mailing recipient record.

Update Recipient

Updates details of an existing mailing recipient.

Delete Recipient

Deletes a recipient record from Outreach.

Get Recipient By ID

Fetches details of a specific recipient.

Create Phone Number

Adds a new phone number to a prospect's profile.

Update Phone Number

Updates a prospect's phone number record.

Delete Phone Number

Deletes a phone number record from Outreach.

Get Phone Number By ID

Fetches details of a specific phone number.

 Platform & Administration 27 actions  
Create User

Creates a new user record in Outreach.

Update User

Updates details of an existing user profile.

Get User by ID

Fetches details of a specific Outreach user.

Create Profile

Creates a new profile record (permissions set) in Outreach.

Update Profile

Updates configuration of an existing permission profile.

Delete Profile

Deletes a permission profile from Outreach.

Get Profile By ID

Fetches details of a specific permission profile.

Create Compliance Request

Creates a compliance request (e.g., GDPR data deletion/export).

Get Compliance Request By ID

Fetches details of a specific compliance request.

Create Content Category Ownership

Establishes content category ownership for users or teams.

Get Content Category By ID

Fetches details of a specific content category.

Get Content Category Membership By ID

Fetches details of a specific content category membership.

Delete Content Category

Deletes a content category from Outreach.

Delete Content Category Membership

Removes a membership mapping from a content category.

Create Product

Creates a new product record in Outreach.

Update Product

Updates details of an existing product record.

Delete Product

Deletes a product record from Outreach.

Get Product By ID

Fetches details of a specific product record.

Create Purchase

Creates a new purchase record in Outreach.

Update Purchase

Updates details of an existing purchase record.

Delete Purchase

Deletes a purchase record from Outreach.

Get Purchase By ID

Fetches details of a specific purchase record.

Create Stage

Creates a custom stage label to categorize prospects.

Update Stage

Updates stage configuration (e.g., sort order or color).

Delete Stage

Deletes a stage label from your Outreach workspace.

Get Stage By ID

Fetches details of a specific stage configuration.

Get Kaia Recording By ID

Fetches details of an Outreach Kaia meeting recording.

Popular Automations

Combine Outreach triggers and actions with your other business tools to build powerful, multi-step sales execution pipelines.

Auto-Enroll CRM Leads in Nurture Sequences

When a new lead is captured in your CRM or marketing platform, automatically create their prospect profile in Outreach and enroll them into a tailored email nurture sequence.

New Lead (CRM) Create Prospect Add Prospect to Sequence

Sync Closed-Won Deals to Outreach Accounts

Keep your sales engagement database updated by automatically creating account records in Outreach as soon as deals are closed-won in your primary sales CRM.

Deal Closed-Won (CRM) Create Account

Log Completed Outreach Calls to CRM Activities

Ensure your primary system of record is accurate by automatically logging completed tasks or phone calls from Outreach directly to your CRM's activity history.

Call Created Create Activity Record (CRM)

Alert Sales Representatives on Email Bounces

Never lose track of outdated lead data. When an Outreach mailing bounces, instantly trigger a Slack notification or create a follow-up task in your CRM to verify contact details.

Mailing Bounced Send Slack Message

Frequently Asked Questions

 How does authentication work for the Outreach integration?  
Outreach utilizes secure OAuth 2.0 authorization. You generate a Client ID and Client Secret inside the Outreach Developer Portal and enter them into Konnectify. This establishes a secure connection allowing Konnectify to perform actions on behalf of your workspace without storing your primary login password.
 Which Outreach plans are supported?  
API access and custom OAuth application configuration require an Outreach plan that includes developer platform permissions. Please verify with your Outreach workspace administrator that your subscription tier supports custom API integrations.
 Are Outreach triggers real-time or polling-based?  
All Outreach triggers in Konnectify are webhook-based. Outreach sends real-time notifications to Konnectify the exact instant an event occurs in your sales workspace, allowing your automated workflows to execute instantly.
 How does the integration prevent duplicate prospects in Outreach?  
To prevent duplicates, you can use the "Search Prospects by Email" action step in Konnectify before creating a new record. If a matching prospect is found, you can update their existing profile instead of creating a duplicate contact.
 What are the API rate limits for Outreach integrations?  
Outreach enforces API rate limits to maintain platform stability. If your integration triggers an exceptionally high volume of automated steps simultaneously, Outreach may temporarily throttle requests. Konnectify handles these limits gracefully by queueing actions and retrying them when the window resets.
 Can I connect multiple Outreach accounts to Konnectify?  
Yes. You can authorize multiple Outreach connections inside Konnectify by using distinct Client IDs and Client Secrets from different Outreach workspaces. This is ideal for managing distinct sales regions or separate business units.
 How do sequence state triggers help manage my pipeline?  
Sequence state triggers let you track exactly where a prospect is in their engagement journey. For example, when a prospect's sequence state advances or finishes, you can instantly notify your account executives or update their status in your CRM, ensuring timely manual follow-ups.

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