ConvergeHub + Outreach Integration

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ConvergeHub + Outreach Integration

Create Outreach contact for new ConvergeHub contact

If you're using ConvergeHub to manage your sales leads, it's important to also use Outreach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in ConvergeHub, a corresponding contact will automatically be created in Outreach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ConvergeHub + Outreach Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach Instant
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Search prospect by email in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
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