Outreach

Events:

  • Account Updated - Start FLO when an existing account is updated.
  • New Account - Start FLO when a new account is created.
  • New Call Log - Start FLO when a new call is logged.
  • New Prospect - Start FLO when a new prospect is created.
  • Prospect Updated - Start FLO when an existing prospect is updated.

Actions:

  • Add Prospect to Sequence - Add Prospect to Sequence.
  • Create Account - Create Account.
  • Create Prospect - Create Prospect.
  • Log Call - Log Call.
  • Read Account - Read Account.
  • Read Prospect - Read Prospect.
  • Search Accounts - Search Accounts.
  • Search Prospects - Search Prospects.
  • Update Account - Update Account.
  • Update Prospect - Update Prospect.