Outreach from the CRM
How email, LinkedIn and calling connect to the CRM today. Most record-level actions are not connected yet.
Outreach runs in its own tools: Email outreach, LinkedIn and the Caller console. The CRM connects to them in three ways.
What works
| From | To the CRM |
|---|---|
| Email outreach replies | Create deal on a reply makes it an opportunity in Adapt Outreach and hands it to your CRM. |
| Caller console | A handover (Interested or Sale) becomes a deal. An objection becomes a permanent suppression, not a CRM change. |
| All three tools | The CRM dashboard shows emails sent, LinkedIn invites and calls made, and each tool has a tile with an Open button. |
What does not work from a record
| Action on a CRM record | Today |
|---|---|
| Enrol in a campaign | Not connected. Nobody is enrolled and nothing is sent. |
| Send a LinkedIn invite | Not available from a record. Invites are queued from LinkedIn Activities, inside your daily limits. |
| Send to the Caller console | Not connected. Nobody is added to a call list. Use Send to… on Find, a list or a UK book record. |
| Opt out of email | Not connected. Nothing is changed. |
| Opens your mail app. Adapt does not send or file email from a record yet. | |
| Log a WhatsApp message | Not connected. |
Where to do each job
- To email a list: add businesses to an email campaign. See Build your first email campaign.
- To call them: Send businesses to the Caller console.
- To note a conversation: Notes and comments on a record.