Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Preferences
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- Importing Data
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- Introduction to Marketing
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- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
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- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Configuration
- Introduction to System Administration
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- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
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- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Sync Outreach Sequences to Workbooks
In 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.