Ending an Outreach Sequence Once a Meeting is Scheduled

Sometimes your prospects may book a meeting with you (from a link in a sequence) without replying to your emails.  In this case, you will want to stop the sequence automatically.

Here’s how:

Step 1 

Make sure you have added the meeting type field on the Contact/Lead object in Salesforce per instructions here.

Meeting type in Salesforce

Meeting types are defined per your settings in Chili Piper.

Step 2

Map this field for your prospects in Outreach.

Meeting type Outreach Salesforce mapping

Step 3

Create a new trigger in Outreach that stops the sequence for your meeting type.

Stop a sequence once a meeting is booked

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