Outreach

Sales

Neotask turns Outreach into your autonomous sales engagement engine - manage prospects, accounts, opportunities, and meeting intelligence.

• Search and manage prospects, accounts, and opportunities across your entire sales pipeline
• Review Kaia meeting recordings and email activity for deal intelligence
• Look up sequences, users, and account details to keep your sales team aligned

What You Can Do

Outreach through Neotask provides 15 actions that span the sales engagement workflow:

Area	Actions	What They Do
Prospects	Get by ID, search by name, search by external ID	Find and retrieve prospect details from your database
Accounts	Get by ID, search by name, search by external ID	Look up company accounts with any identifier
Opportunities	Get by ID, search by name, search by external ID	Track deals through your pipeline
Users	Get by ID, search by name, search by external ID	Find team members and check ownership
Sequences	Search by name	Find email sequences for enrollment
Meetings	Fetch Kaia meetings	Pull AI-recorded meeting summaries and action items
Emails	Search emails	Find email communications across prospect interactions

Every action runs autonomously or requires your approval - you decide.

Try Asking

• "Find the prospect record for Sarah Chen at Acme Corp"
• "Show me all opportunities in the Enterprise pipeline worth over $50K"
• "Pull the Kaia meeting recordings from this week's discovery calls"
• "Search for the 'Inbound Demo Follow-Up' sequence"
• "What emails have we sent to the Databricks account in the last 30 days?"
• "Who owns the Stripe account in Outreach?"
• "Find all prospects at companies with more than 500 employees"
• "Look up the opportunity tied to external deal ID CRM-4521"

Pro Tips

• Combine Kaia meeting summaries with prospect data to generate post-call follow-up plans automatically.
• Use multi-agent teams where one agent pulls Outreach data and another drafts personalized sequences based on meeting insights.
• Schedule weekly pipeline reviews through automations - agents can summarize opportunity movement and flag stalled deals.
• Pair Outreach with your CRM in an app group so pipeline changes sync bidirectionally without manual data entry.
• Search by external ID when integrating with other systems - it is the most reliable cross-platform identifier.
• Approval gates on sequence enrollment let managers review outbound campaigns before they launch.

Plans

Works Well With

• Attio - Connect Attio CRM and Outreach to sync prospects, automate sequences, and keep deals moving without manual data entry. S...
• Google Calendar - Connect Google Calendar and Outreach with Neotask to automate meeting scheduling, sequence timing, and sales engagement ...
• Google Classroom - Connect Google Classroom and Outreach to streamline education sales workflows, automate outreach to institutions, and tr...
• Google Docs - Connect Google Docs and Outreach with Neotask to automate sales document creation, prospect reporting, and sequence cont...
• Google Forms - Connect Google Forms to Outreach with Neotask. Automatically add form respondents to sequences, update prospects, and tr...
• Hunter - Automate email prospecting and sales engagement by connecting Hunter and Outreach with Neotask. Find verified contacts a...
• NetSuite - Connect NetSuite and Outreach to automate revenue workflows. Sync customer records, sales orders, and prospect data with...
• SendGrid - Connect Outreach and SendGrid to automate sales email delivery, improve sequence deliverability, and track campaign perf...
• Trello - Connect Outreach and Trello with Neotask to sync sales sequences with project boards, automate card creation, and keep y...
• ZoomInfo - Connect Outreach and ZoomInfo with Neotask to automate prospecting, enrich contact data, and accelerate your sales pipel...

More Sales Integrations

• Hunter - Neotask automates your email prospecting with Hunter - finding verified contact emails, enriching company profiles, and building lead lists without leaving your workflow.
• Apollo - Prospect smarter with Neotask - AI agents that unlock Apollo's database through pure conversation.
• Common Room - Building a target account list well normally means combining firmographic filters with actual buyer intent signals, which usually live in…
• Attio - Neotask turns Attio into a self-managing CRM - your agent searches records, manages deals, logs notes, and tracks tasks so your sales team sells instead of doing data entry.
• HubSpot - Neotask turns HubSpot into a conversational CRM - manage contacts, deals, workflows, and properties without navigating the dashboard.
• Apollo.io - Neotask turns Apollo.io into an autonomous sales engine - searching for prospects, enriching companies, managing email sequences, and delivering analytics while your reps focus on closing.

Explore: Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs