With the Reachdesk app in Outreach, you can use gifting milestones to trigger automatic follow-up actions for your leads and contacts. This ensures your prospects get the right message at the exact moment they interact with your gift.
Prerequisites
You must have Admin permissions in Outreach to create triggers.
Your Reachdesk account must be connected to Outreach. You can check this in Reachdesk under Account > Integrations.
Example use cases
You can create Outreach workflow triggers for common gifting milestones, such as:
When a gift is claimed: Create a task for the owner to follow up, ask if they enjoyed the gift, and book a discovery call.
When a gift link is clicked (but not yet claimed): Create a reminder task to nudge the prospect if they haven't accepted the gift within 24 hours.
When a gift has shipped: Send an automated email to let the recipient know their package is on the way.
Create a trigger based on a Reachdesk event
In Outreach, go to Administration > Workflow automations > Triggers.
Click Add Trigger.
Under Target Object, select Reachdesk.
Select the specific Reachdesk Event you want to use (e.g., Claimed, Shipped).
Configure your Trigger Conditions (e.g., only trigger for specific campaigns or prospect titles).
Set your Actions (e.g., "Create Task" or "Add to Sequence").
Click Save.
Frequently Asked Questions
What can I automate with Reachdesk events in Outreach?
You can automate almost any Outreach action—like creating tasks, updating fields, or moving prospects into follow-up sequences—based on statuses like Claimed, Clicked, or Delivered.
Where do I create Reachdesk triggers in Outreach?
Navigate to Administration > Workflow automations > Triggers and click Add Trigger.
What object should I select when creating the trigger?
Select Reachdesk as the target object, then choose the relevant event from the dropdown menu.
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