Outreach

What is it?

UserGems has a native integration with Outreach that has two important benefits:

  1. It allows UserGems to push Gem-E powered AI messaging or templated sequences directly into your Outreach so you don’t need to build sequences and messaging from scratch
  2. It allows for UserGems to automatically add Leads/Contacts directly to the right sequence

Looking for our Outreach Configuration Guide? Check it out here.

How it works

  1. Connect Admin Outreach User
  2. Create Custom Fields in Outreach
  3. Map Custom Fields to UserGems
  4. Ensure Salesforce & Outreach Sync is Configured
  5. Create Sequences Using Custom Fields
  6. Activate Your Sequences!🚀

Additional Resources

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