How Conversion works with Outreach
Conversion connects to Outreach so signals from your CRM, warehouse, and product data can trigger Outreach sequences and update the ones already running. Conversion workflows make the call: a trigger catches the signal, filters and branches check the rest of the record, and only then does a contact start or change a sequence.
What you can do
Signals from the whole stack
A product usage milestone, a closed-lost opportunity in Salesforce, or a plan change synced from your warehouse can each start the sequence built for it, or update the one a contact is already in.
Checks before a rep's time
Trigger filters and If/Else branches look at fit, ownership, and open opportunities first, so sequences only receive the contacts reps should be working.
Sequence or nurture, not both
One branch can send high-fit contacts to an Outreach sequence and everyone else to a marketing nurture. Each contact follows exactly one path, so no one gets both at once.
