outreach_skill

Overview

This skill manages sales engagement through the Outreach API, enabling creation and management of prospects, sequences, and activity tracking. It provides programmatic access to common Outreach operations so you can automate outreach workflows and keep CRM data synchronized. Use it to add prospects, enroll contacts in sequences, and query campaign state from scripts or automation tools.

How this skill works

The skill authenticates using an Outreach access token and calls the Outreach REST API endpoints for prospects, sequences, and sequence states. It lists and creates prospect records, fetches available sequences, and posts sequenceState resources to enroll prospects into sequences. Responses follow Outreach API conventions and return JSON for consumption by downstream automation.

When to use it

• Automate adding new leads from forms or lead lists into Outreach
• Bulk-enroll prospects into outbound sequences as part of a campaign
• Sync prospect records between your systems and Outreach
• Query sequences and sequence states to monitor campaign progress
• Trigger sequence enrollment from CRM events or marketing workflows

Best practices

• Store OUTREACH_ACCESS_TOKEN securely in environment variables or a secrets manager
• Validate and normalize prospect emails and names before creating records
• Handle API rate limits and retry idempotently on transient failures
• Check existing prospects to avoid duplicate records before creating new ones
• Record API responses and IDs so you can reconcile and audit enrollments

Example use cases

• On new lead submission, create a prospect in Outreach and add them to an onboarding sequence
• Run a nightly job to sync updated contact data from your CRM into Outreach prospects
• Bulk-import a list of leads and batch-enroll them into a multi-step outreach sequence
• Monitor sequenceStates to generate alerts for stalled or underperforming campaigns