Outreach for Outlook
by Outreach
Use templates, snippets, schedule meetings, sync all email activities to CRM, and more.
Bring the power of Outreach directly into your Outlook inbox. Generate emails with AI, use templates, snippets, schedule meetings, manage sequences, set reminders, and more—all without leaving Outlook.
Specific Outreach capabilities available include:
- Smart Email Assist (Admin-Controlled) - leverage Generative AI to draft emails, available when enabled by an admin
- Email Tracking - understand who is opening your emails and clicking on your links
- Templates and snippets - personalize emails at scale using your pre-written Outreach content
- Meetings - easily share your availability and propose meeting times
- Reminders - stay on top of your prospect engagement
- Sequences - automate prospect engagement and follow-up
- Prospect creation - automatically add new prospects when sending with Outreach
- Outreach & CRM Sync - ensure all email activities are synced in Outreach and properly recorded in CRM
A purchased Outreach account is required to use the add in. To find out more or to sign up for an account, go to www.outreach.io.
The add-in uses the SmartAlert functionality to apply Outreach features when sending an email to a prospect.
These features include link tracking, open tracking, an unsubscribe link, and checks for variables, reminder settings, or sequence settings within the email.
The add-in utilizes EventBasedLaunch functionality to enhance the user experience by automatically activating certain features.
When the user opens the email compose window, they are notified if they are not authenticated in the add-in. Additionally, when adding recipients, the add-in notifies the user of the recipient's status (if the recipient is identified as a prospect).
Important Note:
Generative AI features, such as Smart Email Assist, are controlled by your admin within the Outreach platform. These features will only be available in the Outlook add-in if they have been specifically enabled by an admin in the Outreach platform.
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
- The user adds or removes attachments from an email.
- The user adds or removes recipients from an email.
- The user dismisses a notification while composing an email or creating an event.
- The user sends an email.