Automating Outreach Follow Up After a Meeting is Scheduled

Step 1

Make sure that meeting type field is added in Salesforce under the lead/contact object. Your meeting types are editable under your admin settings in Chili Piper and can be added to queues or to individual calendars for your team.

Step 2 

Map this field for your prospects in Outreach:

Step 3

Use this field as a trigger for a new sequence:

Step 4

Ideally the sequence is manual, you may want to personalize the email before it gets out.

Step 5

Here’s an example of an email sent after the demo is set (for a manual task).