Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Outreach integration
Pick up an Outreach sequence in a Tidio chat and stop the touches once somebody replies.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Outreach
Continue the outreach
The agent sees the Outreach sequence and picks up where the last email left off.
Stop the next touch
Answering in chat removes the prospect, so no scheduled email follows a reply.
Add prospects met in chat
A visitor who is interested but not ready can be enrolled in Outreach.
Log the conversation
Activity written to Outreach keeps the rep's view of the account complete.
Overview
Outreach runs the sequences, the calls and the tasks behind a rep's day. A prospect who clicks a link and opens a chat is the sequence working. Connecting Outreach to Tidio lets whoever answers see which sequence this is and what was sent, and lets a real conversation remove the prospect from it so nobody gets a scheduled touch after replying. Outreach stays the record of activity and stage.
Key features
- Sequence context in the chat See the Outreach sequence and the last touch sent.
- Stop touches on a reply A conversation removes the prospect from the sequence.
- Prospects created from chat A visitor becomes an Outreach prospect with detail.
- Activity logged The chat is logged against the Outreach record.
Outreach
CRM
Tags
CRM
Contact Sync
How it works
Connect Outreach in minutes
1
Connect Outreach and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and the Outreach API talk directly.
2
Match the prospect
Email is the usual key. A parameter on the sequence link is more reliable if you have one.
3
Decide what stops a sequence
A real reply, not any chat. Outreach stays the record of what was sent.
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Frequently asked questions
Common questions about the Outreach integration
Should any chat stop the sequence?
No. A visitor with an unrelated support question should stay enrolled, or you will quietly drop prospects for no reason. Let the agent mark a conversation as a genuine reply, and use that to remove them from Outreach.
How does the chat find the prospect?
By email address, usually, which means asking for it early. If your Outreach links carry an identifier you can pass it into the conversation instead, and the match becomes reliable rather than a best guess on a personal address.
Is the Outreach integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Outreach integration.