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Sync Outreach Sequences to Workbooks
Last updated : 16/07/2021In Outreach you can set up and create Sequences. You can add people to sequences which are then used as guides to ensure sales activities are conducted and managed efficiently. They provide a series of steps that enables you to manage your prospects on a day-to-day basis. These records can be related to a Person in the system. When sequences are created in outreach, these are synced back to Workbooks automatically. The name of the sequence is synced to a custom record called Outreach Sequences and is related to the relevant person record.
The integration will populate the following fields against the Outreach Sequence custom record:
| Outreach Field | Workbooks Field | Workbooks Value |
| Sequence Name | Name | Name of the sequence that you set up in Outreach |
| Description | Description | Description of the Sequence |
| Failure Count | Failure Count | This counts the total number of failed mailings from a sequence |
| Tags | Tags | A list of tags associated with the snippet e.g. “Prospecting” |
When a Sequence is created in Outreach, this is synchronised to Workbooks automatically. The name of the Sequence is populated against the Outreach Sequence DLI field on the associated person record.
NOTE: Currently, it is not possible to create Sequences in Workbook and sync over to Outreach. It is also not possible to add people to a sequence from within Workbooks.