Folloze-Outreach Integration

As an Admin, you can connect the power of the Folloze Buyer Experience and Outreach Sales Engagement Platform to allow Outreach users to deliver auto-personalized content experiences via Folloze boards to Outreach sequences and emails and gain deep insights into customer intent and activities.

From the first human touch, the Folloze-Outreach integration helps to create a better initial experience and use backend data to prioritize the most engaged opportunities. 

The integration capabilities include: 

• Attach a Folloze board to an Outreach email or sequence 
• Incorporate a Folloze board content item into an Outreach email or sequence
• Provide each lead with a personalized Folloze board experience
• Data sync of email receipt to Folloze identity model
• Append UTM parameters to any link to allow campaign attribution
• View account and contact engagement activity within Outreach, on a fully integrated Folloze dashboard 

Follow these main steps to set up the Folloze - Outreach integration 

Step 1 - Install the Folloze app from the Outreach marketplace. 

Step 2 - Activate the integration in Folloze. 

Step 1: Installing the Folloze app

1. Go to the Outreach Marketplace and install the Folloze app.   
2. After the app is installed, the Folloze icon is displayed on the left menu.

Note: An Outreach administrator role is required to install the Folloze app. 

Step 2: Activating the Outreach integration in Folloze: 

1. Go to Company Admin > Integrations > Outreach. 
2. To activate the Outreach integration, turn on the toggle.     
3. To append UTM parameters to Folloze links, select Yes. This will auto-append UTM parameters to any Folloze links included in the emails or sequences. 
4. Define the UTM parameter value for Folloze links:  

• • Medium - enter a value, typically ‘email’
  • Source - enter a value, typically ‘Outreach’
  • Campaign - this will change dynamically based on the option selected:
    • Sequence -  according to a sequence name
    • Template - email template
    • Email title - the subject line of email 
    • None 

      5. Click Save. 

More about account engagement activity 

• All data is securely synced from Outreach to Folloze. 
• In Folloze, the ‘Last Invite’ column on the board’s Pulse table specifies that it is external from Outreach. 
• All of the board interactions are displayed on the Pulse table, including the Invitee name and UTM parameters. 
• All data is encoded in a token and there are no exposed parameters of information.

Learn more about sending a Folloze board in Outreach here.