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Outreach Zapier integrationAutomate Outreach with Zapier.

The Outreach Zapier integration has 11 triggers, 3 actions and 1 search. Ten of the triggers are instant, so a new prospect, call or opportunity starts your Zap at once. Here is what each one does, what it costs in tasks, and the one trigger that waits.

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Overview

What the Outreach Zapier integration does for your sales team

It connects Outreach, the sales platform built to help teams create and close more pipeline, to Zapier. Most of what happens in Outreach, a prospect, an account, a call, an opportunity, a task, can start a Zap, and a Zap can create prospects and enrol them in a sequence.

Three results teams build. A sequence that starts itself: New Prospect fires as a prospect is created, and Add Prospect to Sequence enrols them in the right cadence without a rep doing it by hand. A pipeline mirror: New Opportunity and Updated Opportunity push every deal change to the rest of your tools the moment it happens. A call log that travels: New Call tells another tool that a rep has just logged a call, so managers and other teams see it.

On speed, ten triggers out of eleven are instant: Outreach tells Zapier right away, whatever your plan. The exception is Completed Sequence Task, which Zapier checks on a timer, every 15 minutes on the free plan.

What Zapier does not do with Outreach: no action to update or delete a prospect, nothing for accounts, opportunities or calls on the writing side, and the only search finds a sequence. Everything else stays in Outreach, or goes through API Request (Beta). For the same app on another platform, see the Outreach Make integration, and the Make vs Zapier comparison for the bigger picture.

Vocabulary

Zapier words in one minute

New to Zapier? These are the only terms the rest of the page relies on.

Zap
The automation you build: one trigger, then one or more actions that run every time that trigger happens.
Trigger
The event that starts the Zap, like a new prospect in Outreach. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once started: the step that creates a prospect or enrols one in a sequence for you.
Task
What Zapier bills: one action that completed successfully. Your plan counts these, and nothing else.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items and keeps only what it has not seen before.
Instant trigger
A trigger the app reports itself, the moment it happens. The editor marks it with a lightning bolt.
Filter
A step that lets the Zap carry on only when what arrived matches your condition, and stops it otherwise.
Search step
A step that looks up something already in an app, such as a sequence, so the next steps can use it.
Cost

What it really costs

Outreach is not a premium app on Zapier: it works from the free plan.

  • Triggers and checks0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, two steps per Zap
  • Premium appNo

Triggers never cost a task, and neither do Zapier's checks on Completed Sequence Task. Each action that succeeds, a prospect created, a prospect enrolled, counts one task; a failed one counts nothing. The free plan gives 100 tasks a month and two-step Zaps only. Add a filter on the prospect, a Find Sequence search or a second action, and the Zap becomes multi-step, which needs a paid plan. The grid below only applies to Completed Sequence Task.

Connect

Connect Outreach to Zapier in three steps

  1. 01

    Open your connections

    In your Zapier account, open the Apps page and click + Add connection. You need an Outreach account first, with access to the prospects, sequences and mailboxes the Zap will use.

  2. 02

    Pick Outreach

    Search for Outreach in the dialog, select it in the list, then click Add connection. A new browser tab opens so you can sign in on the Outreach side.

  3. 03

    Sign in and allow access

    Log in to Outreach in that tab and grant Zapier access to the account. Back in Zapier, the connection appears in your list, and every Outreach step in any Zap can reuse it.

First Zap

Your first Zap: enrol qualified prospects automatically

GoalWhen a prospect is created in Outreach, enrol them in your welcome sequence, but only when they meet your qualification condition.

  1. 01

    Start on New Prospect

    Create a Zap, choose Outreach as the trigger app and New Prospect as the event, then select the Outreach connection you created.

  2. 02

    Test on a real prospect

    Test the trigger. Zapier brings back the three most recent items of the account, so you map the next steps on a real prospect, not a placeholder.

  3. 03

    Add the qualification filter

    Click the plus icon, choose Filter, then set the field, the rule and the value. Use a text rule on text and a number rule on numbers.

  4. 04

    Enrol the prospect

    Add Add Prospect to Sequence, fill its three required fields, Sequence ID, Prospect ID and Mailbox ID. Read what the trigger test brought back to find the value for Prospect ID.

  5. 05

    Test, then publish

    Test each step on a test prospect, check the enrolment in Outreach, then click Publish. With the filter, this Zap needs a paid plan.

Triggers

Outreach triggers

11 events start a Zap when something happens in Outreach, and 10 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Completed Sequence Task

Polling trigger

In Zapier“Triggers when a sequence task is completed.”

Reacts when a rep ticks off a task that belongs to a sequence you pick, so whatever comes after that step, a note elsewhere, a next move, follows without a manual handoff.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
once the discovery call task of an onboarding sequence is done, the customer success team is told.
Watch out
it is the only Outreach trigger that waits for a check, and the Sequence ID is required.
2

New Account

Instant trigger

In Zapier“Triggers when a new account is created.”

Fires as soon as an account is created in Outreach. It is the entry point for anything that should exist elsewhere once a new account is on the list.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an account-based marketing team wants every new target account echoed in its planning board.
Watch out
accounts added before the Zap goes live are never sent, so bring those over separately.
3

New Call

Instant trigger

In Zapier“Triggers when a new call is logged.”

Starts the Zap whenever a call is logged in Outreach, which turns each logged conversation into a signal other tools and teams can act on.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales manager wants a running feed of calls in a shared channel to coach reps through the week.
Watch out
it reacts to logging, so a call nobody records in Outreach never reaches the Zap.
4

New Opportunity

Instant trigger

In Zapier“Triggers when a new opportunity is created.”

Goes off when an opportunity, a potential deal, is created in Outreach. That is usually the moment finance, operations or leadership want to hear about it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a revenue operations lead keeps a forecast sheet that gains a row for every new deal.
Watch out
it only covers creation; changes to an existing opportunity need Updated Opportunity instead.
5

New Prospect

Instant trigger

In Zapier“Triggers when a new prospect is created.”

The entry point of most prospecting Zaps: it runs every time a prospect, a person you plan to contact, is created in Outreach.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
new prospects should go straight into the right sequence without a rep stepping in.
Watch out
a bulk import can send a huge batch at once, which Zapier's flood protection may hold back.
6

New Task

Instant trigger

In Zapier“Triggers when a new task is created.”

Picks up each task created in Outreach, the to-dos of your reps, so they can also show up where your team plans its day.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a rep who lives in a project tool wants Outreach tasks mirrored there.
Watch out
tasks can pile up quickly, so a filter keeps the Zap from flooding the other tool and your task count.
7

Updated Account

Instant trigger

In Zapier“Triggers when an account is updated.”

Watches for changes on existing accounts and fires each time one is edited, so a company record changed in Outreach does not drift away from its copies elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a team syncing account owners to its billing tool needs every reassignment passed on.
Watch out
any edit counts, so add a filter if only one kind of change matters to you.
8

Updated Call

Instant trigger

In Zapier“Triggers when a call is updated.”

Runs when a call already logged gets edited, for instance when a rep goes back to it after hanging up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a coaching team reviews calls only once reps have finished filling them in, rather than at first logging.
Watch out
one call edited three times starts the Zap three times, and each successful action costs a task.
9

Updated Opportunity

Instant trigger

In Zapier“Triggers when an opportunity is updated.”

Tracks every change made to an existing opportunity and passes it on as it happens, which keeps reports outside Outreach current.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the delivery team wants to hear the minute a deal moves to its final stage.
Watch out
without a filter on the stage, every small edit sends something downstream.
10

Updated Prospect

Instant trigger

In Zapier“Triggers when a prospect is updated.”

Listens for edits on prospects already in Outreach and starts the Zap on each one.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a marketing team keeps its newsletter list aligned when a prospect changes job.
Watch out
if the same Zap writes back to that prospect, it can set itself off again and loop.
11

Updated Task

Instant trigger

In Zapier“Triggers when a task is updated.”

Catches every change made to an existing task, so any copy of the task in another tool stays honest.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a team lead wants tasks reassigned in Outreach to show up in the weekly review board.
Watch out
for tasks inside a sequence, Completed Sequence Task is narrower, but it waits for Zapier's check.
Actions

Outreach actions

Outreach gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Prospect to Sequence

Action

In Zapier“Adds a prospect to a sequence.”

Enrols an existing prospect in one of your sequences, tied to the mailbox you choose, so follow-up starts the moment the prospect qualifies.

When to use it
a demo request should start a dedicated sequence within the same run.
Watch out
Sequence ID, Prospect ID and Mailbox ID are all required; Find Sequence can supply the first.
2

Create Prospect

Action

In Zapier“Creates a new prospect.”

Adds a new prospect to Outreach from any trigger Zapier offers, so leads gathered elsewhere end up where your reps work.

When to use it
a webinar sign-up becomes an Outreach prospect without anyone copying it over.
Watch out
never run it from a New Prospect Zap, or each prospect created starts the Zap again.
3

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced way out when no action fits: it sends a raw request to Outreach through your existing connection, without handling keys yourself.

When to use it
someone technical on the team needs an Outreach feature that none of the regular actions covers.
Watch out
requests only reach Outreach's own domains, and Stop on error, HTTP Method and URL are required.
Searches

The Outreach search

1 search step looks for data that already exists in Outreach, so a later step can use it.

A search step looks up something that already exists, here a sequence, and hands it to the next steps. Searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not what you expected.

1

Find Sequence

Search

In Zapier“Finds a sequence by name or ID.”

Finds a sequence by its name or its ID, and passes it on, typically to Add Prospect to Sequence, which needs that ID.

When to use it
the sequence to use depends on a value from the trigger, such as a region in the sequence name.
Watch out
if more than one sequence matches, the multiple-results setting decides what goes on, so set it before you publish.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that needed it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into find-or-create. Outreach offers no such variant for Find Sequence on Zapier, so the search never creates a sequence.
  3. If multiple search results are found?
    Three ways out when several sequences match: keep the first one, the default, stop the Zap, or hand all of them on at once.
When it breaks

When the Outreach Zap breaks

Zapier attaches no help article to Outreach, and no limit specific to the app is on record. What breaks follows the rules every Zap lives by, with a few Outreach twists.

Four cases to check before you publish. Each one follows from a rule in Zapier's own help, applied to Outreach records.

  • Prospects from before are skipped

    A Zap only reacts to what happens after it goes live. Prospects, accounts or calls created earlier never reach it, and moving that backlog is a separate job.

  • The Zap that feeds itself

    A Zap that writes where its own trigger watches sets itself off again and again. Create Prospect inside a New Prospect Zap is the textbook case, and it drains your tasks.

  • A big import held back

    When a trigger suddenly returns a huge batch, after a bulk prospect import or a migration, Zapier's flood protection can hold it back instead of running it.

  • The same sequence task twice

    It does not happen: on Completed Sequence Task, the polling trigger, Zapier keeps track of what it has already seen, so one completed task starts the Zap once.
Need help

Need help automating Outreach with Zapier?

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FAQ

Outreach Zapier integration: common questions

01Is the Outreach Zapier integration free?
On the Zapier side, yes: Outreach is not a premium app, so it works from the free plan. That plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap, one trigger and one action. New Prospect followed by Add Prospect to Sequence fits. A qualification filter, a Find Sequence search or a second action makes the Zap multi-step, which needs a paid plan. Each successful action then counts one task against the 100.
02How many tasks does an Outreach Zap use?
One per action that succeeds. None of the eleven triggers costs anything, and neither do Zapier's checks on Completed Sequence Task. A Zap with two actions uses twice as many tasks as a one-action Zap, since each successful action counts on its own. A failed action is not counted. Updated triggers are where counts climb: every edit starts the Zap, so a filter right after the trigger is the cheapest guard.
03Is the Outreach Zapier integration real time?
For ten triggers out of eleven, yes. New and Updated Account, Call, Opportunity, Prospect and Task are instant: Outreach tells Zapier the moment it happens and the Zap starts right away, whatever your plan. Completed Sequence Task is the exception, a polling trigger that Zapier checks every 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise. The type is set by the app and cannot be changed.
04What do you need to connect Outreach to Zapier?
An Outreach account with access to what the Zap will touch. In Zapier, open the Apps page, click + Add connection, pick Outreach, click Add connection, then sign in to Outreach in the tab that opens and grant access. Before you build, check the mailbox: Add Prospect to Sequence requires a Sequence ID, a Prospect ID and a Mailbox ID. A user without a mailbox or without access to the sequence cannot enrol anyone.
05Why does an Updated trigger fire so often?
Because it reacts to every edit, not just the one you care about. Updated Prospect, Updated Account, Updated Opportunity, Updated Call and Updated Task all start the Zap each time the record changes. One prospect edited several times means several runs. Each run that reaches a successful action costs a task. Add a filter right after the trigger so only the change that matters to you goes on to the paid steps.
06What if the Outreach operation you need is not there?
On Zapier, Outreach writes in only two ways: Create Prospect and Add Prospect to Sequence, plus Find Sequence to look one up. Updating an opportunity, an account or a call is not offered as a regular action. API Request (Beta) can reach other Outreach features through your connection, but it suits someone at ease with technical settings. Otherwise, compare with the same app on another platform: the Outreach Make page on this site lists what Make exposes.
07Zapier, Make or n8n for Outreach?
Compare by criterion, not by ranking. On Zapier, ten of the eleven Outreach triggers are instant on every plan, which suits teams that react to events as they happen. The limits are concrete: two writing actions plus API Request (Beta), one search, two steps per Zap on the free plan and one task per successful action. Check the operations each platform exposes for Outreach, then weigh them against the tools your team already runs.
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