How do I use Outreach to create automated workflows?
Outreach is a powerful sales engagement platform that helps sales teams automate their workflows and streamline their processes. Automating workflows can help sales teams save time and resources, while also ensuring that tasks are completed accurately and efficiently. Knowing how to use Outreach to create automated workflows can help sales teams maximize their productivity and increase their success.
Grace Everwood
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8 steps
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26 seconds
Outreach
1
Go to [https://www.outreach.io/](https://www.outreach.io/) and log in to your account.
2
Click on the "Workflows" tab in the left-hand navigation bar.
3
Click the "Create Workflow" button.
4
Enter a name for your workflow in the "Name" field.
5
Select the type of workflow you would like to create from the "Type" dropdown menu.
6
Select the trigger for your workflow from the "Trigger" dropdown menu.
7
Select the action for your workflow from the "Action" dropdown menu.
8
Click the "Save" button.