Sync Outreach activities to Hubspot as engagements

Project

Revops

Sales

Intermediate

This is a 'Project' template which means that it contains a group of workflows that work together to achieve a particular aim

Overview

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Activities (calls, emails, and tasks) recorded in Outreach are created in Hubspot as engagements. These workflows can be customized further - see the descriptions of each step for more information around what each step does and places we see opportunities for expanding your automation.

Prerequisites

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This workflow assumes the following:

• You have access to Outreach authentication credentials

• You have access to Hubspot authentication credentials

Getting Live

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Use the walkthrough video to get this set of workflows live in your account!