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- Sync Outreach Sequence States to Workbooks
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Sync Outreach Sequence States to Workbooks
Last updated : 16/07/2021When a sequence is set up in Outreach, each step that is set up in the sequence has an associated state. These sequence states represent where a Prospect is in a Sequence. The integration has been set up to also sync the state of each sequence that a person is in back to Workbooks against the related person.
| Sequence State | Description |
| Active – Running | Sequence is enabled and actively running. |
| Active – Paused | This state means that the user has manually paused the Prospect within the sequence. These Prospects will remain paused until the user resumes them in Outreach. |
| Opted Out | The Prospect has unsubscribed from all future communications. |
| Finished | Once all steps have been completed within a Sequence, it is set to ‘Finished’. |
| Pending | This means that the Sequence has not been enabled in Outreach. |
| Disabled | This suggests that the Sequence in outreach has been disabled as a whole or a sequence step has been disabled. |
| Failed | The mailing failed to send. |
| Bounced | The email has bounced. |
| Not Active | The user has never been added to a Sequence. |
Any changes that are made to a sequence will sync back to Workbooks where the sequence state field is updated to the current state in Outreach. The integration also populates/updates the State Updated at field on the Person record. This information becomes useful if needed to report on.
If a person has Opted Out in Outreach, this will be synced back to Workbooks setting the No Email checkbox on a person record to TRUE and updating the Sequence State field to Opted Out.
NOTE: Any task within a Sequence in Outreach that has been skipped, will sync back into Workbooks, creating a task and setting the status field to ‘Cancelled’.
NOTE: If you delete records from within Workbooks that have been synced to Outreach, then this will re-create the record in Workbooks. Therefore, it is best practice to delete the corresponding record in Outreach at the same time.