Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Preferences
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- Introduction to Marketing
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- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- GatorPopup
- Opportunities
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- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
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- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Sync Outreach Sequence States to Workbooks
When a sequence is set up in Outreach, each step that is set up in the sequence has an associated state. These sequence states represent where a Prospect is in a Sequence. The integration has been set up to also sync the state of each sequence that a person is in back to Workbooks against the related person.
| Sequence State | Description |
| Active – Running | Sequence is enabled and actively running. |
| Active – Paused | This state means that the user has manually paused the Prospect within the sequence. These Prospects will remain paused until the user resumes them in Outreach. |
| Opted Out | The Prospect has unsubscribed from all future communications. |
| Finished | Once all steps have been completed within a Sequence, it is set to ‘Finished’. |
| Pending | This means that the Sequence has not been enabled in Outreach. |
| Disabled | This suggests that the Sequence in outreach has been disabled as a whole or a sequence step has been disabled. |
| Failed | The mailing failed to send. |
| Bounced | The email has bounced. |
| Not Active | The user has never been added to a Sequence. |
Any changes that are made to a sequence will sync back to Workbooks where the sequence state field is updated to the current state in Outreach. The integration also populates/updates the State Updated at field on the Person record. This information becomes useful if needed to report on.
If a person has Opted Out in Outreach, this will be synced back to Workbooks setting the No Email checkbox on a person record to TRUE and updating the Sequence State field to Opted Out.
NOTE: Any task within a Sequence in Outreach that has been skipped, will sync back into Workbooks, creating a task and setting the status field to ‘Cancelled’.
NOTE: If you delete records from within Workbooks that have been synced to Outreach, then this will re-create the record in Workbooks. Therefore, it is best practice to delete the corresponding record in Outreach at the same time.