Updated 8 months ago
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Setting essential triggers in Outreach
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 |
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