Automating Outreach Follow Up After a Meeting is Scheduled

Step 1

Make sure that meeting type fieldis added in Salesforce under the lead/contact object. Your meeting types are editable under your admin settings in Chili Piper and can be added to queues or to individual calendars for your team.

Meeting type in Salesforce

Step 2 

Map this field for your prospects in Outreach:

Meeting type Outreach Salesforce mapping

Step 3

Use this field as a trigger for a new sequence:

Trigger for email in Outreach

Step 4

Ideally the sequence is manual, you may want to personalize the email before it gets out.

High priority task

Step 5

Here’s an example of an email sent after the demo is set (for a manual task).

Manual task

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