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.
- Runs
- The moment it happens
- Apps
- Outreach
- AI
- Not needed
- Access
- prospects.read, webhooks
Send this to your assistant
Create a ClickRuntime automation: when a prospect is created in Outreach, post their name, company and owner to #sdr-team in Slack.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A founder-led sales team imports leads into Outreach from events, partners and a signup form, and some of those prospects matter more than others: a VP at a target account, a referral from a customer, a person who just requested a demo. The rep who should call first has no idea the prospect exists until they open a sequence list. Warm leads in a CRM lose value by the hour, and a prospect who filled out a form at noon should not be contacted on Thursday.
When a prospect is added in Outreach, the event reaches ClickRuntime immediately. The prospect record is fetched, with name, title, company, email, tags and the owner who got it, and a message goes to Slack so the right person sees the new lead the moment it exists.
It is helpful for inbound teams, event follow-up, partner referrals and anywhere speed to lead is a priority.
What you get out of it
Hot leads are contacted quickly
A rep who sees a new demo request in Slack can call or write within minutes. Fast follow-up is a lever you control entirely, and this makes it practical. That attention can decide whether a prospect becomes a customer or a missed chance.
Important prospects are never lost in a list
A VP at a target account stands out in a channel post in a way that a row in a long import never does, so high-value people get personal attention.
Event leads do not go cold
Imports after a conference add hundreds of prospects at once, and flagging the ones with certain tags helps reps pick out the people they actually met. That is a sensible way to keep the best conversations from being buried in a large batch of new names.
Ownership gaps are noticed
If a prospect arrives without an owner, the post makes that obvious. A manager can assign them straight away instead of discovering them weeks later. Assigning an owner quickly keeps the lead from being forgotten while it is still fresh.
Everyone knows where leads come from
Seeing a stream of new prospects, with source tags, shows which campaigns and partners are delivering. It supports decisions about where to spend the next marketing dollar. That feedback loop is difficult to get from a spreadsheet exported at the end of the quarter.
How it works
What happens, step by step
Each time a prospect is created in Outreach, Outreach tells ClickRuntime straight away.
The automation looks up the prospect's name, company and owner.
A message goes to #sdr-team, like "New prospect: Priya Shah at Northwind Traders (owner Morgan)".
Before it runs live
- Connect Outreach
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
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.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other Outreach steps into one automation
Under the hood
The code that runs this automation
from clickruntime import on_event, credentials, http, notify
@on_event
def handle(event):
body = event.json or {}
if body.get("meta", {}).get("eventName") != "prospect.created":
return {"skipped": body.get("meta", {}).get("eventName")}
resp = http.get(f"https://api.outreach.io/api/v2/prospects/{body['data']['id']}", params={"include": "owner"},
headers={"Authorization": f"Bearer {credentials.connection('outreach', 'work')}"})
resp.raise_for_status()
p = resp.json()
a = p["data"]["attributes"]
owner = next((i["attributes"]["name"] for i in p.get("included", []) if i["type"] == "user"), "unassigned")
notify.slack(f"New prospect: *{a.get('firstName', '')} {a.get('lastName', '')}* at {a.get('company') or '-'} (owner {owner})",
channel="#sdr-team")
return {"prospect": p["data"]["id"]}FAQ
Common questions
Will a large import flood the channel?
Does it post prospects created by sequences or API too?
What does the post include?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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