Who can use this feature?
In this article, we will review our Integration with Outreach, which automatically enables adding a Prospect in Distro to an Outreach Cadence from the Flow Builder.
This integration will need to follow the steps described below.
Table of Contents
- Outreach Integration in Chili Piper
- Mapping between Salesforce and Outreach
- Add your Prospects to a Sequence
Outreach Integration in Chili Piper
First, we must connect Outreach to your organization's integrations in Chili Piper.
- Go into the Admin Center and click Integrations on the right-side menu.
- Click on Connect on Outreach's box. At this step, you must enter your Outreach's username and password to authenticate the app in Chili Piper.
You should be good to go when you see the Connected flag right next to it.
Mapping between Salesforce and Outreach
- Go to your Outreach Settings > CRM > Salesforce and then select Lead / Contact
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Map your Lead / Contact Objects to Outreach by clicking on the three dots. Click the Automatically Push Changes to Salesforce checkbox.
- Ensure a Prospect is automatically created when a Lead / Contact is created
Add your Prospects to a Sequence
Now that your Outreach Instance is appropriately configured and integrated with Chili Piper, you can add any Lead or Contact to a Sequence by following the steps:
- In your Flow Builder, you can now add the Add to Sequence node
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On the side panel, you can select a specific Sequence and the Sender (either the Lead Owner selected by Distro or a specific Sender):
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The Sequence must be shared (not private) and published to appear in this menu.
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Ensure the Sender has a Outreach License to send the Sequence.
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