Skip to content
ClickRuntime

Automate Outreach

Stay on top of prospects, opportunities and tasks in Outreach without refreshing it all day. New prospects and opportunities can be announced to your team as they're created, and reps can get their overdue tasks before the day starts. Describe what you want to your AI assistant, check what it will do, and it keeps running in the background.

Add to ChatGPTAdd to Claude
Works inChatGPTClaudeClaude CodeCursorCodexVS CodeGemini CLIZedopencodeAny MCP client

Try asking

Create a ClickRuntime automation: when a prospect is created in Outreach, post their name, company and owner to #sdr-team in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Outreach

Announce new prospects and opportunities the moment they appear, and send each morning's list of due and overdue tasks. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post new Outreach prospects to Slack

As soon as a prospect is created in Outreach, #sdr-team sees their name, company and owner.

See how it works
On a schedule

Get your overdue Outreach tasks each morning

Every weekday at 8am I get an email of my Outreach tasks that are due or overdue, grouped by type.

See how it works
The moment it happens

Announce new Outreach opportunities in Slack

Whenever an opportunity is created in Outreach, the team hears about it in Slack straight away.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Outreach, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Outreach automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Outreach should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, find Outreach prospects who replied yesterday and have AI sort replies into interested, not now and unsubscribe.

When an Outreach prospect replies positively, create an opportunity in Salesforce.

When a HubSpot contact becomes a marketing qualified lead, add them to an Outreach sequence and post their name in Slack.

Beyond chat

Have Outreach work when you're not in the chat

Connecting Outreach to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Outreach

Outreach connects through an internal OAuth app that an Outreach org admin creates in the Outreach Developer Portal. Internal apps need no review from Outreach.

Outreach

Sales engagement

  1. As an Outreach org admin, open the Outreach Developer Portal, create an app and set its visibility to Internal.
  2. In the API access tab, add the redirect URI https://clickruntime.com/oauth/callback.
  3. Add the scopes your automations need, such as prospects.all, accounts.all, sequences.all, sequenceStates.all and users.read.
  4. Release the internal version of the app.
  5. In the ClickRuntime dashboard, open Connections, choose Outreach and enter the app's client ID and client secret, then authorize it.

Good to know

Outreach limits that affect automations

  • Calls run as the Outreach user who authorized the app, so automations see what that user can see.
  • The rate limit is 10,000 requests per hour per user, which leaves plenty of room for alerts and daily reports.
  • Access tokens last about two hours, and Outreach returns a refresh token with each one.

FAQ

Questions about automating Outreach

Why do I create my own Outreach app?
An internal app can be released inside your org without Outreach's review, and it stays under your admin's control. You pick its scopes and can remove it at any time.
Whose access do automations use?
The access of the Outreach user who authorized the app. Have someone authorize who can see the prospects and opportunities the automation should cover.
Are new-prospect alerts instant?
Yes. Prospect and opportunity alerts use Outreach webhooks, so ClickRuntime hears about them as soon as they are created.
Will I have to reconnect every two hours?
No. Access tokens are short-lived, but Outreach returns a refresh token with them, which is used to get a new access token when the old one expires.
Do I need AI for Outreach automations?
No. Alerts and task reminders run without it. Summaries or written notes use the AI included in every ClickRuntime plan, so no AI key is needed.
Is this a Outreach connector for ChatGPT or Claude?
Not for chatting with Outreach data. A chat connector lets your assistant read and change Outreach while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Outreach event.

Related pages

Keep exploring

Tell your assistant what Outreach should do

Free plan. No credit card.

Add to ChatGPTAdd to Claude