Outreach API

Automated Sequence Enrollment

Automatically enroll prospects into sales sequences based on triggers like lead score, lifecycle stage, or form submission. POST /sequenceStates enrolls a prospect in a sequence, starting the multi-touch campaign. Use GET /sequences to list available sequences and their steps, then enroll prospects dynamically. This enables marketing automation platforms to hand off qualified leads to sales sequences without manual intervention, accelerating time-to-contact.

Template and Snippet Management

Centralize email and phone templates used across sequences, and manage reusable text snippets for quick insertion. GET /templates retrieves all templates, POST /templates creates new ones, and PATCH /templates/{id} updates template copy. GET /snippets and POST /snippets manage snippets for objection handling, value props, or meeting confirmations. This allows content teams to maintain templates in a headless CMS or knowledge base and sync them to Outreach programmatically, ensuring reps always use up-to-date messaging.

Sequence Performance Reporting

Aggregate sequence performance data by querying sequence states and step completion across prospects. GET /sequenceStates retrieves all active and completed sequence enrollments, GET /sequenceSteps lists steps per sequence, and combining this data with prospect responses allows reporting on open rates, reply rates, and conversion metrics per sequence. Integrate with BI tools or dashboards to visualize which sequences drive the most pipeline.

AI Agent for Sales Operations

Let an AI agent handle Outreach admin tasks — creating prospects, enrolling them in sequences, updating templates, and generating sequence performance reports. Through Jentic, the agent searches by intent ('enroll a prospect in an Outreach sequence') and loads only the required endpoints. OAuth tokens are injected at execution time, keeping credentials out of agent context.