Ending an Outreach Sequence Once a Meeting is Scheduled

Sometimes, your prospects may be able to book a meeting with you (from a link in a sequence) without needing to reply to your emails.  In this case, you will want to stop the sequence automatically.

Here’s how:

Step 1 

Ensure that you have added the meeting type field to the Contact/Lead object in Salesforce, as per the instructions here.

The Meeting Type Name is defined in your Workspace > Assets > Meeting Types.

Step 2

Map this field for your prospects in Outreach.

Step 3

Create a new trigger in Outreach that stops the sequence for your meeting type.