Outreach Integration
Find, create, and update records in Outreach from Paragon.
1. Add Outreach to Paragon
Click the "+" button in the workflow canvas and choose Outreach from the sidebar. Under Connect your Outreach account, choose "Add new account for Outreach" and select the Outreach account you want to connect to.
2. Query Outreach
Once your Outreach account is connected, you can add steps to perform the following actions:
Create Account
Update Account
Get Accounts
Get Account by ID
Create Opportunity
Update Opportunity
Get Opportunities
Get Opportunity by ID
Create Prospects
Update Prospect
Get Prospects
Get Prospect by ID
Add Prospect to Sequence
When creating or updating events in Outreach, you can reference data from previous steps by typing {{
to invoke the variable menu.
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