Outreach + Salesforce Integration

Integrate Outreach to Salesforce in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
  • Outreach
    Search prospect by email in Outreach
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Outreach + Salesforce Integration

Capture prospects, update records, route leads, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Outreach Integration

Create Outreach contact for new Salesforce record

Are you tired of manually creating Outreach contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Outreach contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Outreach {{action.Contact} creation!
See more
Activate
Salesforce + Outreach Integration

Create Outreach contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use Outreach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in Outreach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Activate
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Outreach + Salesforce flow

Bring in tools for email, messaging, scheduling, video calls, marketing, and advertising to extend your workflow. Pick a combination and activate it in one click.

Outreach
Salesforce
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
HubSpotHubSpot (3)
+
LinkedIn AdsLinkedIn Ads (3)
O
S
G
Add every new Outreach prospect as a Salesforce lead, and send a welcome email in Gmail
New Outreach prospects appear in Salesforce as leads instantly and a welcome email goes out via Gmail, eliminating manual data entry.
O
S
G
When an Outreach prospect is updated, update the Salesforce record and notify your manager in Gmail
Updated Outreach prospect details sync to Salesforce while Gmail alerts your manager instantly.
S
O
G
When a Salesforce lead is updated, update the Outreach prospect and send a follow-up email in Gmail
Salesforce lead changes update your Outreach prospect and trigger a follow-up email in Gmail.
S
O
G
When a Salesforce contact is created, add the prospect in Outreach and send an intro email in Gmail
New Salesforce contacts become Outreach prospects automatically with an introductory email sent through Gmail.

Supported triggers and actions for Outreach and Salesforce

Mix and match to build the exact automation you need

Outreach
Outreach Triggers & Actions
Instant
Prospect is added in Outreach
Triggers the automation when a new prospect is added
Try it →
Instant
Prospect is updated in Outreach
Triggers the automation when a prospect is updated
Try it →
Instant
Call is created in Outreach
Try it →
Instant
Task is added in Outreach
Triggers the automation when a new task is added
Try it →
Instant
Opportunity is added in Outreach
Triggers the automation when a new opportunity is created
Try it →
Instant
Account is added in Outreach
Triggers the automation when a new account is added
Try it →
Add prospect to sequence in Outreach
Adds a potential client to a predefined email sequence
Try it →
Add prospect in Outreach
Adds a new potential client or customer to your database
Try it →
Update prospect in Outreach
Updates prospect details with new information
Try it →
Get prospect by Id in Outreach
Retrieves a prospect's information using their id
Try it →
Add account in Outreach
Creates a new user account
Try it →
Add opportunity in Outreach
Adds a new opportunity to the system with a single click
Try it →
Get opportunity by Id in Outreach
Retrieves a opportunity's details by its id
Try it →
Search opportunity by name in Outreach
Searches for a opportunity by its name
Try it →
Add task in Outreach
Creates a new task with relevant information
Try it →
Search sequence in Outreach
Searches for a sequence
Try it →
Search prospect by email in Outreach
Searches for prospects using their email address
Try it →
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Create record in Salesforce
Generates a new record
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Outreach + Salesforce?

Streamline your sales engagement and CRM management with powerful, automated workflows.

What you can automate?
🔄
Sync Outreach prospects to Salesforce leads automatically
Create a Salesforce lead the moment a new prospect is added in Outreach. Eliminate manual exports and keep your CRM updated in real time.
📋
Capture every submitted prospect detail
Map complete Outreach prospect data including phone, email, and social channels into Salesforce fields. Ensure your sales team has full context for every conversation.
🔔
Alert your team instantly when prospects engage
Send real-time notifications to your team in Slack or email whenever new calls or tasks are created in Outreach. Never miss a critical sales interaction.
🔀
Route leads based on prospect criteria
Trigger different Salesforce actions depending on custom fields or tags submitted in Outreach. Direct enterprise prospects to senior reps automatically.
⚡
Keep Salesforce records updated continuously
Update matching Salesforce records automatically whenever prospect information changes in Outreach. Maintain a single source of truth across both platforms.
🛡️
Upsert records to prevent duplicates
Search for existing Salesforce contacts before creating new ones, updating them if they already exist. Keep your database clean and free of duplicate records.
📈
Handle later pipeline and stage changes
Update Salesforce opportunities and cases automatically when prospect status changes or tasks are completed in Outreach. Keep deal stages aligned with actual engagement.
🔌
Extend your sales flow to Gmail or Slack
Connect Outreach and Salesforce data to Gmail or Slack to trigger follow-up emails, internal alerts, or calendar bookings without manual switching.
And much more...

Who is Outreach + Salesforce integration for?

Revenue leaders, sales reps, and operations teams connect Outreach and Salesforce to keep pipeline data accurate and eliminate manual data entry across systems.

Sales operations managers
Sales operations managers
Account executives
Account executives
Sales leaders
Sales leaders
Inside sales teams
Inside sales teams
Sales development reps
Sales development reps
Revenue operations specialists
Revenue operations specialists
📈
Sales operations managers
You're reviewing pipeline reports but your CRM and engagement numbers are always stale because reps manually copy records between Outreach and Salesforce, so the performance metrics you report are always hours behind — with this integration, every new prospect and update flows instantly and your dashboard stays current.
⚡
Account executives
You need to act fast, and you find out too late when a prospect engages because activity logs stay trapped in Outreach instead of reaching Salesforce, so you miss the window to strike while interest is high — automating both apps means every call and interaction syncs instantly so you can follow up at the right moment.
🤝
Sales leaders
You answer to a client or an outside party who wants to see progress, but tracking deal stages across disparate tools leads to mismatched views and missing audit trails — connecting these apps means every stage change updates transparently and your reporting matches reality.
📊
Inside sales teams
The volume is too high for anyone to keep up by hand, leading to massive backlogs of uncontacted leads and outdated CRM entries that slow down outreach velocity — with this integration, every lead creation and update happens automatically so your team can focus entirely on selling.
🔄
Sales development reps
You own the next step and depend on someone upstream to hand it over, but communication delays between prospect creation and CRM assignment leave leads waiting in limbo — this integration means handoffs happen instantly without manual intervention.
🗂️
Revenue operations specialists
You need a reliable history and keep finding gaps in it because manual entry errors and missed syncs leave incomplete activity logs across your tech stack — automating both apps means complete, accurate audit trails are maintained without human effort.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Outreach + Salesforce

Build and manage your Outreach + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Outreach + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Outreach + Salesforce Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Outreach + Salesforce Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Outreach to Salesforce?
Frequently Asked Questions
Connecting Outreach to Salesforce is simple with 1-click automation and Integrately AI. You can link your accounts instantly and connect with Gmail, Slack, and 1,500+ other apps without writing any code.
Can I automatically sync new Outreach prospects to Salesforce leads?
Frequently Asked Questions
Can I connect Outreach, Salesforce, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Outreach and Salesforce?
Frequently Asked Questions
How do I handle prospect updates from Outreach in Salesforce?
Frequently Asked Questions
Can I update Salesforce records when Outreach tasks are created?
Frequently Asked Questions
Do I need coding skills to automate Outreach and Salesforce?
Frequently Asked Questions
Is the Outreach and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Outreach or Salesforce With 1500+ Other Apps

Outreach
Popular Outreach Integrations
Connect Outreach with email, CRM, and communication platforms to streamline your outreach campaigns.
See All
Outreach Integrations arrow right
No popular apps found
Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, finance, and support tools to keep your business data connected.
See All
Salesforce Integrations arrow right
No popular apps found