Overview
Activities (calls, emails, and tasks) recorded in Outreach are created in HubSpot as engagements. These workflows can be customized further - see the descriptions of each step for more information around what each step does and places we see opportunities for expanding your automation.
Prerequisites
This workflow assumes the following:
- You have access to Outreach authentication credentials
- You have access to HubSpot authentication credentials
Getting Live
Use the walkthrough video to get this set of workflows live in your account!