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Outreach + Salesforce: Nanonets Integrations

Automate Workflows on Nanonets with Outreach and Salesforce

Nanonets AI analyzes lead data, scores based on engagement, purchase history, and demography, assigning a prioritization score.

Ranked leads are automatically segmented and pushed into targeted Outreach sequences to engage top prospects effectively.

Automated Email Campaign Workflow

Maximize your email campaign effectiveness with AI-driven personalization and seamless Salesforce-Outreach integration for timely, relevant, and engaging communications.

New lead captured Salesforce

AI analyzes customer data, predicts behavior, crafts personalized email content for segmented audience groups.

Prospect Opted Out

Triggers when a prospect opts out of communication.

Trigger
Opportunity Stage Changed

Triggers when an opportunity's stage changes.

Trigger
Sequence Step Completed

Triggers when a step in a sequence is completed.

Trigger
Opportunity Closed

Activates when an opportunity is closed.

Trigger
Prospect Replied to Sequence

Activates when a prospect replies in a sequence.

Trigger
Meeting Booked

Triggers when a new meeting is booked.

Trigger
Call Made

Activates after a call is logged.

Trigger
Email Replied

Triggers when an email gets a reply.

Trigger
Email Opened

Fires when a sent email is opened.

Trigger
New Prospect Added

Triggers when a new prospect is added.

Trigger
Prospect Stage Changed

Activates when a prospect moves stages.

Trigger
Delete Opportunity

Deletes an opportunity from Outreach.

Action
Update Opportunity

Updates an existing opportunity's details.

Action
Set Prospect Opt Out

Sets a prospect's opt-out status.

Action
Create Opportunity

Creates a new sales opportunity.

Action
Delete Sequence

Deletes a sequence from Outreach.

Action
Update Sequence

Updates an existing sequence's details.

Action
Remove Prospect from Sequence

Removes a prospect from a sequence.

Action
Add Prospect to Sequence

Adds a prospect to a specified sequence.

Action
Create Sequence

Creates a new sequence for outreach.

Action
Delete Task

Removes a task from the system.

Action
Create Task

Creates a new task for follow-up.

Action
Update Task

Updates details of an existing task.

Action
Log Call

Logs a call with a prospect in Outreach.

Action
Send Email

Automates sending an email to a prospect.

Action
Delete Prospect

Deletes a prospect from Outreach.

Action
Update Prospect

Updates an existing prospect's details.

Action
Create Prospect

Creates a new prospect in Outreach.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Prospect Opted Out

Triggers when a prospect opts out of communication.

Trigger
Opportunity Stage Changed

Triggers when an opportunity's stage changes.

Trigger
Sequence Step Completed

Triggers when a step in a sequence is completed.

Trigger
Opportunity Closed

Activates when an opportunity is closed.

Trigger
Prospect Replied to Sequence

Activates when a prospect replies in a sequence.

Trigger
Meeting Booked

Triggers when a new meeting is booked.

Trigger
Call Made

Activates after a call is logged.

Trigger
Email Replied

Triggers when an email gets a reply.

Trigger
Email Opened

Fires when a sent email is opened.

Trigger
New Prospect Added

Triggers when a new prospect is added.

Trigger
Prospect Stage Changed

Activates when a prospect moves stages.

Trigger
Delete Opportunity

Deletes an opportunity from Outreach.

Action
Update Opportunity

Updates an existing opportunity's details.

Action
Set Prospect Opt Out

Sets a prospect's opt-out status.

Action
Create Opportunity

Creates a new sales opportunity.

Action
Delete Sequence

Deletes a sequence from Outreach.

Action
Update Sequence

Updates an existing sequence's details.

Action
Remove Prospect from Sequence

Removes a prospect from a sequence.

Action
Add Prospect to Sequence

Adds a prospect to a specified sequence.

Action
Create Sequence

Creates a new sequence for outreach.

Action
Delete Task

Removes a task from the system.

Action
Create Task

Creates a new task for follow-up.

Action
Update Task

Updates details of an existing task.

Action
Log Call

Logs a call with a prospect in Outreach.

Action
Send Email

Automates sending an email to a prospect.

Action
Delete Prospect

Deletes a prospect from Outreach.

Action
Update Prospect

Updates an existing prospect's details.

Action
Create Prospect

Creates a new prospect in Outreach.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Prospect Opted Out

Triggers when a prospect opts out of communication.

Trigger
Opportunity Stage Changed

Triggers when an opportunity's stage changes.

Trigger
Sequence Step Completed

Triggers when a step in a sequence is completed.

Trigger
Opportunity Closed

Activates when an opportunity is closed.

Trigger
Prospect Replied to Sequence

Activates when a prospect replies in a sequence.

Trigger
Meeting Booked

Triggers when a new meeting is booked.

Trigger
Call Made

Activates after a call is logged.

Trigger
Email Replied

Triggers when an email gets a reply.

Trigger
Email Opened

Fires when a sent email is opened.

Trigger
New Prospect Added

Triggers when a new prospect is added.

Trigger
Prospect Stage Changed

Activates when a prospect moves stages.

Trigger
Delete Opportunity

Deletes an opportunity from Outreach.

Action
Update Opportunity

Updates an existing opportunity's details.

Action
Set Prospect Opt Out

Sets a prospect's opt-out status.

Action
Create Opportunity

Creates a new sales opportunity.

Action
Delete Sequence

Deletes a sequence from Outreach.

Action
Update Sequence

Updates an existing sequence's details.

Action
Remove Prospect from Sequence

Removes a prospect from a sequence.

Action
Add Prospect to Sequence

Adds a prospect to a specified sequence.

Action
Create Sequence

Creates a new sequence for outreach.

Action
Delete Task

Removes a task from the system.

Action
Create Task

Creates a new task for follow-up.

Action
Update Task

Updates details of an existing task.

Action
Log Call

Logs a call with a prospect in Outreach.

Action
Send Email

Automates sending an email to a prospect.

Action
Delete Prospect

Deletes a prospect from Outreach.

Action
Update Prospect

Updates an existing prospect's details.

Action
Create Prospect

Creates a new prospect in Outreach.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Data Entry Salesforce Outreach

Schedule a demo
Streamline your sales process through automated data synchronization between Salesforce and Outreach, eliminating manual data entry and maintaining consistent, up-to-date contact records.

New lead in Salesforce

AI analyzes Salesforce lead data, identifies categorization, standardizes formatting, and prepares for Outreach synchronization.

Automate Lead Scoring in Salesforce

Sync prepared data to Outreach, creating or updating leads, ensuring consistency across platforms.

Enhance your sales funnel with AI-driven lead scoring automation that seamlessly integrates Salesforce data with Outreach for efficient lead engagement.

Streamline Your Sales Process Now

Nanonets AI categorizes leads based on behavior, identifying optimal outreach methods and timing for engagement.

Streamline Your Sales Process Now

Initiate personalized Outreach sequences tailored to the lead category, improving engagement and conversion.

Enhance sales protocol adherence by automating your sales flow with Nanonets for Salesforce and Outreach, ensuring systematic and efficient team performance.

Outreach enhances sales processes by automating engagements and improving team coordination for better customer interactions.

Explore how Nanonets AI integrates with Outreach and Salesforce

Nanonets AI analyzes lead data, scores based on engagement, purchase history, and demography, assigning a prioritization score.

Ranked leads are automatically segmented and pushed into targeted Outreach sequences to engage top prospects effectively.

Automated Email Campaign Workflow

Maximize your email campaign effectiveness with AI-driven personalization and seamless Salesforce-Outreach integration for timely, relevant, and engaging communications.

New lead captured Salesforce

AI analyzes customer data, predicts behavior, crafts personalized email content for segmented audience groups.

New lead in Salesforce
AI analyzes Salesforce lead data, identifies categorization, standardizes formatting, and prepares for Outreach synchronization.
Sync prepared data to Outreach, creating or updating leads, ensuring consistency across platforms.
New lead created
Nanonets AI analyzes lead data, scores based on engagement, purchase history, and demography, assigning a prioritization score.
Ranked leads are automatically segmented and pushed into targeted Outreach sequences to engage top prospects effectively.
New lead captured Salesforce
AI analyzes customer data, predicts behavior, crafts personalized email content for segmented audience groups.
Automatically sends out personalized email sequences to leads based on AI recommendations within Outreach.
New report request received
Nanonets AI analyzes data, identifies trends, and creates visualizations tailored to business requirements within workflow.
Nanonets AI analyzes data, identifies trends, and creates visualizations tailored to business requirements within workflow.
New lead in Salesforce
Nanonets AI categorizes leads based on behavior, identifying optimal outreach methods and timing for engagement.
Initiate personalized Outreach sequences tailored to the lead category, improving engagement and conversion.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Data Entry Salesforce Outreach

Schedule a demo
Streamline your sales process through automated data synchronization between Salesforce and Outreach, eliminating manual data entry and maintaining consistent, up-to-date contact records.

New lead in Salesforce

AI analyzes Salesforce lead data, identifies categorization, standardizes formatting, and prepares for Outreach synchronization.

Automate Lead Scoring in Salesforce

Sync prepared data to Outreach, creating or updating leads, ensuring consistency across platforms.

Enhance your sales funnel with AI-driven lead scoring automation that seamlessly integrates Salesforce data with Outreach for efficient lead engagement.

Streamline Your Sales Process Now

Nanonets AI categorizes leads based on behavior, identifying optimal outreach methods and timing for engagement.

Streamline Your Sales Process Now

Initiate personalized Outreach sequences tailored to the lead category, improving engagement and conversion.

Enhance sales protocol adherence by automating your sales flow with Nanonets for Salesforce and Outreach, ensuring systematic and efficient team performance.

Outreach enhances sales processes by automating engagements and improving team coordination for better customer interactions.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Outreach + Salesforce: Nanonets Integrations

Nanonets AI analyzes lead data, scores based on engagement, purchase history, and demography, assigning a prioritization score.

Ranked leads are automatically segmented and pushed into targeted Outreach sequences to engage top prospects effectively.

Automated Email Campaign Workflow

Maximize your email campaign effectiveness with AI-driven personalization and seamless Salesforce-Outreach integration for timely, relevant, and engaging communications.

New lead captured Salesforce

AI analyzes customer data, predicts behavior, crafts personalized email content for segmented audience groups.

Outreach

Outreach enhances sales processes by automating engagements and improving team coordination for better customer interactions.

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Salesforce

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Data Entry Salesforce Outreach

Schedule a demo
Streamline your sales process through automated data synchronization between Salesforce and Outreach, eliminating manual data entry and maintaining consistent, up-to-date contact records.

New lead in Salesforce

AI analyzes Salesforce lead data, identifies categorization, standardizes formatting, and prepares for Outreach synchronization.

Automate Lead Scoring in Salesforce

Sync prepared data to Outreach, creating or updating leads, ensuring consistency across platforms.

Enhance your sales funnel with AI-driven lead scoring automation that seamlessly integrates Salesforce data with Outreach for efficient lead engagement.

Streamline Your Sales Process Now

Nanonets AI categorizes leads based on behavior, identifying optimal outreach methods and timing for engagement.

Streamline Your Sales Process Now

Initiate personalized Outreach sequences tailored to the lead category, improving engagement and conversion.

Enhance sales protocol adherence by automating your sales flow with Nanonets for Salesforce and Outreach, ensuring systematic and efficient team performance.

Outreach enhances sales processes by automating engagements and improving team coordination for better customer interactions.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Outreach + Salesforce: Nanonets Integrations

Outreach
Salesforce
business use cases

Automate Data Entry Salesforce Outreach

Streamline your sales process through automated data synchronization between Salesforce and Outreach, eliminating manual data entry and maintaining consistent, up-to-date contact records.

New lead in Salesforce

AI analyzes Salesforce lead data, identifies categorization, standardizes formatting, and prepares for Outreach synchronization.

Automate Lead Scoring in Salesforce

Sync prepared data to Outreach, creating or updating leads, ensuring consistency across platforms.

Enhance your sales funnel with AI-driven lead scoring automation that seamlessly integrates Salesforce data with Outreach for efficient lead engagement.

ai integrations

New lead created

Nanonets AI analyzes lead data, scores based on engagement, purchase history, and demography, assigning a prioritization score.

Ranked leads are automatically segmented and pushed into targeted Outreach sequences to engage top prospects effectively.

Automated Email Campaign Workflow

Maximize your email campaign effectiveness with AI-driven personalization and seamless Salesforce-Outreach integration for timely, relevant, and engaging communications.

New lead captured Salesforce

AI analyzes customer data, predicts behavior, crafts personalized email content for segmented audience groups.

uncover new possibilities

Contact us to enhance your workflows today

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