Outreach Integration Overview

Prospect's integration with Outreach is designed to allow users to add leads directly into Outreach sequences while prospecting from LinkedIn using the Prospect chrome extension.

Requirements:

• You must have an Outreach.io license
• You must be an existing Prospect (tryprospect.com) user
• Optional: You may need permission from your Prospect administrator in order for this integration to be available
• Connect Prospect with Outreach (see instructions here)

Data Workflow (Salesforce):

1. Prospect will first create a Lead or Contact record in Salesforce for the profile you are prospecting on LinkedIn.
2. If the creation of that Lead or Contact record in Salesforce is successful, Prospect will then create a "Prospect" record in Outreach. If the creation of the Lead or Contact record in Salesforce fails, no record will be created in Outreach.
3. If any Outreach Sequences are selected in the Prospect Outreach Settings Page, Prospect will then add the "Prospect" record created in the previous step to all of the selected Sequences.

Data Workflow (Google Drive Sheets):

1. Prospect will first create a row entry in your GDrive Sheet for the profile you are prospecting on LinkedIn.
2. If the creation of that row in your GSheet is successful, Prospect will then create a "Prospect" record in Outreach. If the creation of the row in GSheet fails, no record will be created in Outreach.
3. If any Outreach Sequences are selected in the Prospect Outreach Settings Page, Prospect will then add the "Prospect" record created in the previous step to all of the selected Sequences.