Enrich Salesforce leads for Outreach
This play triggers in real time when a new lead is created in Salesforce, enriches the lead using Lusha Connect, updates the Salesforce record with verified contact details, and conditionally creates and enrolls the prospect into an Outreach sequence—only when required contact data is present.
The result: Outreach campaigns run on high-quality, enriched leads without manual checks or delays.
Why this works
Sales teams waste time fixing lead data before they can outreach. Missing emails or phone numbers lead to skipped sequences, failed syncs, or manual work.
This play enriches leads immediately and uses conditional logic to ensure only outreach-ready prospects are pushed into Outreach—so reps spend time engaging, not troubleshooting.
What you get
- Real-time trigger on new Salesforce lead creation
- Automated Lusha enrichment (email, phone, title, company, LinkedIn where available)
- Updated Salesforce lead records with standardized fields
- Conditional Outreach enrollment based on data availability
- Faster speed-to-first-touch with cleaner engagement flows
How to set it up
Connect your apps in Workato
Make sure the following connections are active:
- Salesforce: permission to read and update leads
- Lusha: API access for contact enrichment
Outreach: permission to create prospects and enroll sequences
Configure the Salesforce trigger
Confirm:
- Object = Lead
- Trigger = New record (real time)
Best practice: Trigger only on inbound or net-new leads to avoid reprocessing existing records.
Configure Lusha enrichment
Map the strongest identifiers from Salesforce:
- Work email (preferred)
- LinkedIn URL
- Name + company (fallback)
This step returns verified contact details used downstream.
Update the Salesforce lead
Write enriched fields back to Salesforce:
- Phone
- Title
- LinkedIn URL
- Company name (standardized)
This keeps Salesforce as the system of record.
Review the conditional logic
The play checks:
- Email OR phone number is present
If true → proceed to Outreach
If false → stop the job
This prevents broken Outreach enrollments.
Configure Outreach enrollment
Select:
- The Outreach sequence
- Prospect identifier (usually email)
Optionally branch by:
- Region
- Role
- Lead source
Test end-to-end
Create a test lead in Salesforce and confirm:
- Enrichment completes
- Salesforce updates correctly
- Outreach prospect is created
- Prospect is enrolled in the correct sequence
What to do next
- Segment sequences automatically: Route different personas or regions into different Outreach sequences.
- Prevent duplicate prospects: Skip leads already existing in Outreach.
- Add scoring logic: Enroll only leads above a certain ICP or intent threshold.
- Track performance: Compare reply and meeting rates for enriched vs. non-enriched leads.
- Expand to accounts: Enrich the company record to support multi-threaded outreach.
The goal: Outreach works best with complete data. This play ensures every new Salesforce lead is enriched, validated, and sequence-ready—so reps can engage immediately with confidence.
No FAQ items available at this time.
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