Sync Outreach activities to Hubspot as engagements

Project

Revops

Sales

Intermediate

Use Template

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

Overview

Copy

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

Copy

This workflow assumes the following:

• You have access to Outreach authentication credentials

• You have access to Hubspot authentication credentials

Getting Live

Copy

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