Setting essential triggers in Outreach
Updated last year
/ /
Outreach Triggers take care of the repetitive tasks that you’d normally have to do manually. Creating these will allow your team to focus more on execution; and less on process management.
As an admin, we recommend creating Triggers in Outreach to automatically remove prospects from Sequences when a meeting has been booked or they’ve been disqualified. You can also move prospects from one Sequence to another based upon Call Disposition.
See below for examples:
| IF a meeting is booked OR a prospect is disqualified (Disposition = “Meeting Booked”, “Objection: No Budget” , etc) | THEN mark all Sequences Finished AND set Lead Status to In Progress, Disqualified, etc. |
| IF a follow-up is required (Disposition = “Busy - Call Later”, “Send Email”) | THEN remove the prospect from all Sequences AND set Lead Status to In Progress AND create a Call Task (Priority = High) |
| IF a prospect has no good # (Disposition = Wrong Phone #) | THEN remove the prospect from all Sequences AND add to an Email Only Sequence |
Was this article helpful?