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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.

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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.