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Outreach Webapp Email provider required

Give every follow-up a clear next step.

Prepare email sequences, review the wording and timing, and send through your own email provider. Your team can see what is planned and what has happened.

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Follow-up sequence / Sample Workspace
View-only demo
Real Webapp screen. Fictional sample records.Scroll inside to explore

A few ways to use it

Small tasks. A more organised day.

Choose an example to see how the work comes together.

Draft the next follow-up

Try asking your AI

“Draft a follow-up with the service overview, then a reminder three days later.”

Example request with fictional records. Connect your own AI tool to use this Webapp.

  1. 1Create the sequence and email steps.
  2. 2Preview the message and required fields.
  3. 3Review before enrolling a contact.

Set the right timing

Try asking your AI

“Schedule this sequence for weekdays, between 9am and 5pm in our timezone.”

Example request with fictional records. Connect your own AI tool to use this Webapp.

  1. 1Set the days, hours, and timezone.
  2. 2Check the delay between steps.
  3. 3Run eligible sends through your configured provider.

See where a sequence stands

Try asking your AI

“Show me the active contacts in our new client follow-up sequence.”

Example request with fictional records. Connect your own AI tool to use this Webapp.

  1. 1Open a sequence.
  2. 2Review active, finished, and stopped enrollments.
  3. 3Inspect the next step for each contact.

Make it yours

Your Webapp. Your data. Your call.

Install CRM and Outreach, then add your own Resend or Postmark Sending Connection before sending. Configure your sending window and required contact fields. Email provider charges are separate.

Connection guide
  • Your AI prepares email sequences, previews recipients and messages, and enrolls CRM Leads after confirmation. Scheduled Jobs send eligible steps within your configured window and Safety Limits.
  • Personalized replacement messages require a Member’s approval in Approvals. Changing the approved message requires a new review. Preview and AI confirmation do not mean every action requires Member approval.
  • Review active, finished, and stopped enrollments. If reply syncing is not configured, record replies in Outreach to stop the Lead’s active sequences and save a CRM Note. You can also stop an enrollment yourself.

Setup, workflows, and requirements

Beta pricing

From $5 / month

Your Workspace includes Knowledge and a $1 credit toward one selected Webapp.

Additional Webapps, your AI subscription, and external provider charges are separate.

See full pricing and beta terms
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