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- Workbooks Glossary
Outreach Email Events to Online Activities
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
Emails can be sent from Outreach either manually, or via automated Sequences. When this happens, the Email is sent via Outreach’s Exchange integration and is not controlled via Workbooks. You can sync these emails to Workbooks via our Outlook Add-In. More information here.
However, the Workbooks integration creates Online Activities to represent an Email action including:
- Sending an email
- Email opened by a recipient
- Email replied to by a recipient
- Email bounced to one or more recipients
Each Online Activity is created as follows:
| # | Workbooks Field | Workbooks Value |
|---|---|---|
| 1 | Online Activity Type | This is dependent on the Email action: Email Sent / Email Bounce / Email Opened / Email Replied |
| 2 | Action Name | Set to “Sent via Outreach” |
| 3 | Occurred At | Set to the time of the action |
| 4 | Person | If a Person was matched on Outreach Id in Workbooks, set to this record, or left blank |
| 5 | Email Address | The email address of the Prospect from above if matched in Workbooks |
| 6 | Form Submission Data | A JSON representation of the message received from the Outreach API, used for debugging purposes only. |