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Sync Outreach Sequence Step Numbers to Workbooks

Last updated : 16/07/2021
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.

As well as the Sequence and Sequence states, the integration syncs the step number that the Prospect is on from Outreach to Workbooks. In Outreach, the Sequence Step number identifies what step a Prospect is in for a given sequence. This information is synced back to Workbooks people records populating/updating the Outreach Sequence Step Number field.