Outreach + SmartSuite Integration

Integrate Outreach to SmartSuite in one click, or tell Integrately AI how you want each lead handled. Add prospects, create records, update accounts, and trigger workflows automatically.

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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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
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
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows Ready Workflows for Outreach + SmartSuite Integration

Capture prospects, create SmartSuite records, update accounts, log calls, and manage pipelines, all in just one click.

Most popular automationmost-popular-automations
SmartSuite + Outreach Integration

Create Outreach contact for new SmartSuite row

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

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!
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Connect more apps to your Outreach + SmartSuite flow

Send instant notifications, sync customer records, schedule follow-ups, and alert your team across your entire stack. Pick a combination and activate it in one click.

Outreach
SmartSuite
+
SalesforceSalesforce (5)
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HubSpotHubSpot (5)
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SlackSlack (5)
+
GmailGmail (5)
+
CalendlyCalendly (5)
+
ZoomZoom (5)
S
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Add every new Salesforce lead as a prospect in Outreach and create a record in SmartSuite
New Salesforce leads appear in Outreach and SmartSuite instantly without manual data entry.
S
O
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When a Salesforce contact is updated, update the prospect in Outreach and update the SmartSuite record
Keep contact updates consistent across Salesforce, Outreach, and SmartSuite automatically.
S
O
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If a Salesforce opportunity is won, add an opportunity in Outreach and create a project record in SmartSuite
Turn closed-won Salesforce deals into Outreach opportunities and SmartSuite project records instantly.
S
O
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Use Claude to evaluate new Salesforce accounts, add them in Outreach, and create a record in SmartSuite
Evaluate accounts with Claude before adding them to Outreach and SmartSuite.
S
O
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When a Salesforce task is completed, add a task in Outreach and update the record in SmartSuite
Log completed Salesforce tasks in Outreach and update SmartSuite records automatically.

Supported triggers and actions for Outreach and SmartSuite

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
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Instant
Prospect is updated in Outreach
Triggers the automation when a prospect is updated
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Instant
Call is created in Outreach
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Instant
Task is added in Outreach
Triggers the automation when a new task is added
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Instant
Opportunity is added in Outreach
Triggers the automation when a new opportunity is created
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Instant
Account is added in Outreach
Triggers the automation when a new account is added
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Add prospect to sequence in Outreach
Adds a potential client to a predefined email sequence
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Add prospect in Outreach
Adds a new potential client or customer to your database
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Update prospect in Outreach
Updates prospect details with new information
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Get prospect by Id in Outreach
Retrieves a prospect's information using their id
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Add account in Outreach
Creates a new user account
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Add opportunity in Outreach
Adds a new opportunity to the system with a single click
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Get opportunity by Id in Outreach
Retrieves a opportunity's details by its id
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Search opportunity by name in Outreach
Searches for a opportunity by its name
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Add task in Outreach
Creates a new task with relevant information
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Search sequence in Outreach
Searches for a sequence
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Search prospect by email in Outreach
Searches for prospects using their email address
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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
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What can you automate with Outreach + SmartSuite?

Streamline your sales engagement and work management by connecting Outreach actions directly to SmartSuite records.

What you can automate?
🎯
Sync every new prospect automatically
Create a SmartSuite record the moment a prospect is added in Outreach. Keep your sales engagement data and project boards aligned without lifting a finger.
📝
Capture all prospect and account details
Map complete prospect profiles, account data, and opportunity fields into custom SmartSuite columns. Build comprehensive records for every sales activity.
🔔
Alert your team instantly
Trigger instant notifications when critical prospect events occur in Outreach. Ensure your team stays informed and ready to take action.
🔀
Route records based on submitted fields
Apply conditional logic to direct prospects to specific SmartSuite views or assignees based on industry, deal size, or custom criteria.
🔄
Keep project boards up to date
Automatically update SmartSuite records whenever prospect details or opportunity stages change in Outreach. Maintain a single source of truth.
🔍
Find and update existing records
Search for existing records in SmartSuite before writing data, updating current entries instead of creating duplicate records.
📊
Manage status changes and outcomes
Track pipeline milestones by updating SmartSuite records when opportunities close, calls complete, or tasks are added in Outreach.
💬
Extend your workflow to Slack
Connect Outreach and SmartSuite to Slack to broadcast new prospect alerts and team updates right where your conversation happens.
And much more...

Who is Outreach + SmartSuite integration for?

Revenue teams and operations leaders use this integration to keep outreach data synchronized with project boards, eliminating manual data entry across platforms.

Revenue Operations Leaders
Revenue Operations Leaders
Sales Managers
Sales Managers
Account Executives
Account Executives
Business Development Representatives
Business Development Representatives
Sales Operations Specialists
Sales Operations Specialists
Customer Success Managers
Customer Success Managers
📈
Revenue Operations Leaders
You're tracking prospect metrics across platforms but your pipeline reports only update when someone manually exports records, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new prospect lands in SmartSuite instantly and your pipeline data stays current.
⚡
Sales Managers
You need your team to act fast on inbound prospect activity, but delays in moving data between Outreach and tracking boards mean reps find out about hot leads too late — this integration means every interaction syncs immediately so your team can engage prospects without delay.
🤝
Account Executives
You answer to clients and stakeholders who want to see live deal progress, but scattered records make reporting feel like a manual chore — connecting these apps means every prospect update flows directly into SmartSuite so your client boards show accurate progress at all times.
🔄
Business Development Representatives
The volume of daily prospect outreach is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded calls — automating both apps means every prospect addition and call log is captured instantly without manual copy-pasting.
⚙️
Sales Operations Specialists
You own the workflow handoff and depend on inbound prospect creation to trigger downstream tasks, but manual entry bottlenecks your pipeline — with this integration, every new Outreach event automatically creates the required SmartSuite records to keep work moving.
📋
Customer Success Managers
You need a reliable history of prospect interactions and keep finding gaps where transition details were lost between sales and onboarding — automating these apps means every prospect record and opportunity note is preserved perfectly in SmartSuite.
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Why choose Integrately to automate Outreach + SmartSuite

Build and manage your Outreach + SmartSuite 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 + SmartSuite 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
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3
Automation is ready
Setup an action from Trello
Connect Outreach + SmartSuite Now arrow right
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in $19.99
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in $19.99
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Frequently Asked Questions

How do I connect Outreach to SmartSuite?
Frequently Asked Questions
You can connect Outreach to SmartSuite in just 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow and map fields for you. It also integrates smoothly with Salesforce, HubSpot, Slack, Gmail, Calendly, and Zoom.
Can I automatically create SmartSuite records from new Outreach prospects?
Frequently Asked Questions
Can I connect Outreach, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Outreach and SmartSuite?
Frequently Asked Questions
How does Outreach handle prospect updates with SmartSuite?
Frequently Asked Questions
Can SmartSuite updates trigger Outreach actions?
Frequently Asked Questions
Do I need coding skills to automate Outreach and SmartSuite?
Frequently Asked Questions
Is the Outreach and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Outreach or SmartSuite With 1500+ Other Apps

Outreach
Popular Outreach Integrations
Connect Outreach to email, CRM, and communication tools to drive sales engagement.
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SmartSuite
Popular SmartSuite Integrations
Sync SmartSuite with project management, database, and reporting tools to keep work organized.
See All
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No popular apps found