The purpose of this article is to provide information to Outreach Users regarding triggers.
With the power of Outreach triggers, you can automatically stop all sequences directly from a Lead or Contact page in Salesforce through the Outreach <> Salesforce integration. This trigger is most helpful for reps whose workflow lives in Salesforce, enabling Outreach functionality outside of the Outreach environment. Once the checkbox is checked in Salesforce, the prospect will be updated in Outreach through the Salesforce plugin, which will cause the trigger to fire, if the trigger conditions are met.
- Outreach Users
To create a trigger that will automatically stop all sequences for a prospect:
- Create a custom true/false field in Salesforce called "Stop Sequences"
- Label a custom field in Outreach for the "Stop Sequences" field
- Create a field mapping from Outreach to Salesforce for the "Stop Sequences" fields
- Navigate to Settings > Triggers in the Outreach menu
- Click the "+ Add" button in the top right to create a new trigger
This prompts the trigger to begin checking the trigger conditions whenever the event takes place.
The event for this trigger should be "Prospect Updated" so the trigger attempts to take action once the prospect is updated in Outreach.
These are the field conditions that need to be met before the trigger action takes place.
The conditions below show that the "Stop Sequences" (Custom 2) field must equal "true" and the Number of Active Sequences must be greater than or equal to 1.
The trigger action takes place once the event and conditions are met. In this case, the first action will stop all sequences, which will mark the prospect as finished in all sequences they are in. The second action sets the "Stop Sequences" (Custom 2) field back to "false" which will then push back to Salesforce, so the checkbox in Salesforce may be checked again in the future.