> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcargo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outreach

> This page outlines how to use the Outreach integration to manage sales engagement in Cargo.

Outreach is a leading sales engagement platform that helps sales teams close more deals through automated sequences, personalized outreach, and actionable insights. Cargo's native integration with Outreach allows you to manage prospects, accounts, and sequences directly from your workflows.

## How to set up Outreach

Outreach uses OAuth to establish the connection with Cargo. During connection, you'll be redirected to Outreach to authorize Cargo.

Once the connector is created, you can:

* **Set up an Outreach data model** — Create data models from your Outreach accounts, prospects, or events to trigger Plays and power model search actions.
* **Use Outreach in workflows** — Choose **Outreach** from the node catalog within a **Play**, **Tool**, or **Agent**.

***

## Outreach actions

<Tip>
  Outreach actions support Accounts and Prospects, allowing you to manage your
  sales pipeline directly from Cargo workflows.
</Tip>

### Get record

Retrieve a single record from Outreach by its ID.

**Use cases**

* **Data lookup** – Fetch prospect or user details for use in workflows
* **Conditional logic** – Retrieve record data to make routing decisions

**Configuration**

| Field           | Description                               |
| --------------- | ----------------------------------------- |
| **Object type** | Select User or Prospect                   |
| **ID**          | The Outreach ID of the record to retrieve |

### Insert record

Create a new record in Outreach.

**Use cases**

* **Lead creation** – Add new prospects from inbound sources
* **Account creation** – Create accounts for companies in your pipeline
* **Data sync** – Push records from other systems to Outreach

**Configuration**

| Field           | Description                       |
| --------------- | --------------------------------- |
| **Object type** | Select Account or Prospect        |
| **Mappings**    | Map Outreach properties to values |

### Upsert records

Create new records or update existing ones based on a matching property.

**Use cases**

* **Bulk data sync** – Sync records from your CRM or data warehouse
* **Avoid duplicates** – Insert new records only if they don't already exist
* **Data enrichment** – Update existing records with enriched information

**Configuration**

| Field                      | Description                       |
| -------------------------- | --------------------------------- |
| **Object type**            | Select Account or Prospect        |
| **Matching Property Name** | The Outreach property to match on |
| **Matching Value**         | The value to match against        |
| **Mappings**               | Map Outreach properties to values |

<Info>
  The upsert operation will search for existing records matching your criteria.
  If a match is found, the record is updated; otherwise, a new record is created.
</Info>

### Update records

Update existing records in Outreach that match specified criteria.

**Use cases**

* **Data enrichment** – Update prospects with enriched contact information
* **Status updates** – Update prospect stages based on workflow conditions
* **Field updates** – Bulk update specific fields across matching records

**Configuration**

| Field                      | Description                           |
| -------------------------- | ------------------------------------- |
| **Object type**            | Select Account or Prospect            |
| **Matching Property Name** | The Outreach property to match on     |
| **Matching Value**         | The value to match against            |
| **Mappings**               | Map Outreach properties to new values |

### Delete records

Delete records from Outreach that match specified criteria.

**Use cases**

* **Data cleanup** – Remove outdated or invalid records
* **GDPR compliance** – Delete prospect data upon request
* **Pipeline hygiene** – Remove prospects that no longer qualify

**Configuration**

| Field                      | Description                       |
| -------------------------- | --------------------------------- |
| **Object type**            | Select Account or Prospect        |
| **Matching Property Name** | The Outreach property to match on |
| **Matching Value**         | The value to match against        |

<Warning>
  Deleting records is permanent. Ensure your matching criteria is correct before
  executing this action.
</Warning>

### Add to sequence

Add a prospect to an Outreach sequence for automated follow-up.

**Use cases**

* **Sales outreach** – Automatically enroll qualified leads in nurture sequences
* **Re-engagement** – Add cold prospects to re-engagement sequences
* **Onboarding** – Enroll new customers in onboarding sequences

**Configuration**

| Field                      | Description                                |
| -------------------------- | ------------------------------------------ |
| **Sequence**               | Select the sequence to add the prospect to |
| **Mailbox**                | Select the mailbox to send from            |
| **Matching Property Name** | The property to match the prospect on      |
| **Matching Value**         | The value to identify the prospect         |

<Tip>
  Make sure the prospect exists in Outreach before adding them to a sequence.
  Use the **Upsert records** action first if needed.
</Tip>

### Associate records

Create an association between a prospect and an account.

**Use cases**

* **Account mapping** – Link prospects to their company accounts
* **Territory management** – Associate prospects with the correct accounts
* **Relationship tracking** – Maintain prospect-account relationships

**Configuration**

| Field                | Description                             |
| -------------------- | --------------------------------------- |
| **From Object Type** | Prospect                                |
| **From Object ID**   | The ID of the prospect to associate     |
| **To Object Type**   | Account                                 |
| **To Object ID**     | The ID of the account to associate with |

***

## Outreach data models

Cargo allows you to create data models on top of your Outreach data that can be used to trigger Plays and power model search actions.

### Available extractors

<AccordionGroup>
  <Accordion title="Fetch accounts" icon="building">
    Pull account records from Outreach with incremental sync support.

    **Use cases**

    * Build data models from your Outreach accounts
    * Trigger workflows when accounts are created or updated
  </Accordion>

  <Accordion title="Fetch prospects" icon="user">
    Pull prospect records from Outreach with incremental sync support.

    **Use cases**

    * Build data models from your Outreach prospects
    * Trigger workflows based on prospect changes
  </Accordion>

  <Accordion title="Fetch events" icon="calendar">
    Pull engagement events from Outreach including calls, mailings, tasks, and meetings.

    **Use cases**

    * Track sales engagement activities
    * Trigger workflows based on prospect interactions
  </Accordion>
</AccordionGroup>