Outreach.io Automation

Outreach.io is a cloud-based sales engagement platform that automates multi-touch outreach campaigns. Teams define email sequences, LinkedIn messages, and phone tasks that trigger based on prospect behavior or rules. The platform integrates with CRM systems (Salesforce, HubSpot) to pull prospect data, personalize messaging, track engagement, and auto-advance prospects through sequences when conditions are met. A typical workflow: Upload 1000 prospects, set a 7-touch email sequence (one email every 3 days), add LinkedIn message on day 5. Outreach auto-personalizes each message with the prospect's name, company, and recent signal (e.g., "I saw you were just promoted to VP Sales at TechCorp"). Engagement metrics (opens, clicks, replies) flow back to Salesforce. If a prospect opens 2+ emails, Outreach auto-flags them as "high intent" for immediate sales follow-up.