Outreach

Integrate Workbooks with Outreach to sync People, Organisations, Opportunities and Tasks

In a nutshell, sales engagement platforms enhance your existing workflows across all of your disparate sales tools including Workbooks CRM, your email inbox, your phone, your content management system, and more – to make you faster and more effective. The Outreach solution is perfect for Account Based Sales teams who are looking for something that will save them time, keep them organised, and drive stronger results across all their selling activities.

Workbooks offers an integration with Outreach via the Script Library which can be installed by a System Admin. The integration supports several key features:

Workbooks to Outreach Sync

• Sync Workbooks People to Outreach as Prospects
• Sync Workbooks Organisations to Outreach as Accounts
• Sync Workbooks Opportunities to Outreach as Opportunities
• Sync Workbooks Activities/Tasks to Outreach as Tasks

Outreach to Workbooks Sync

• Sync Outreach Prospects to Workbooks as People
• Sync Outreach Accounts to Workbooks as Organisations
• Sync Outreach Opportunities to Workbooks as Opportunities
• Sync Outreach Tasks to Workbooks as Tasks/Activities
• Sync Outreach Sequences to Workbooks, stored as Custom Records linking them to People records
• Sync Outreach Sequence States and Step Numbers to Workbooks, storing them on People records

Whilst we provide the integration free of charge, you will need to contact your Outreach Account Manager to purchase licences to use the platform.