Many teams use Outreach from within Salesforce. With the Outreach Everywhere Chrome Extension, it's simple to email your Leads or Contacts right from your workflow.
Emailing in Salesforce Aloha ("Classic")
Click to Email with Outreach
- From the list view, or from the lead/contact profile in Salesforce, prospect's email address.
- The extension will open to a compose window, where you can create and format the email to your prospect.
- If the lead does not yet exist in Outreach, you can select the “track-as-a-prospect” option, which appears at the bottom of the compose window next to the click tracking option. With this enabled, Outreach will create a new prospect profile with the associated email address.
- Based on your plugin settings, Outreach will map the appropriate Salesforce lead/contact to the corresponding email address and, based on your plugin settings, the email activity will be synced with Salesforce.