Category: Outreach

Accessing your Outreach Mailbox data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Mailbox data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Mailbox object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Mailbox data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Mailbox Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Mailbox” object from the available options.
• Choose the specific mailboxes you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Mailbox data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

RevOps

Sales

Marketing

Outreach

Google Sheets

Accessing your Outreach Mailing data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Mailing data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Mailbox object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Mailbox data updated automatically on your preferred schedule.

Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

Step 2. Select “Import from…” and choose Outreach, then select the “Mailing” object.

Step 3. Configure your import settings and pull the data into your Google Sheet.

Step 4. Set up auto-refresh to keep your Mailing data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Mailing Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Mailing” object from the available options.
• Choose the specific mailings you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Mailing data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Account

Call

Opportunity

Sequence

Call Disposition

Call Purpose

Compliance Request

Content Category

Content Category Membership

Content Category Ownership

Duty

Email Address

Event

Favorite

Mail Alias

Mailbox

Mailing

Opportunity Prospect Role

Opportunity Stage

Persona

Phone Number

Profile

Prospect

Recipient

Role

Ruleset

Sequence State

Sequence Step

Sequence Template

Snippet

Stage

Task

Task Priority

Team

Template

User

How to get Mailing from Outreach?	Connect Outreach to Google Sheets using Coefficient. You can then select the ‘Mailing’ object and import the data directly into your sheet.
How do I get a list of Mailing in Outreach?	Use Coefficient’s import feature for Outreach. Select the ‘Mailing’ object to pull a list of available mailings into your Google Sheet.
How to automate importing Outreach Mailing to Google Sheets daily?	With Coefficient, you can set up a daily auto-refresh schedule for your Outreach Mailing import. This keeps your sheet updated automatically.
How do I download Mailing data from Outreach?	Coefficient allows you to download or import live Mailing data from Outreach directly into Google Sheets, avoiding manual export processes.
How to send email alerts about Mailing data from Outreach?	While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Outreach Mailing data.

Accessing your Outreach Mail Alias data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Mail Alias data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Mail Alias object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Mail Alias data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Mail Alias Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Mail Alias” object from the available options.
• Choose the specific mail aliases you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Mail Alias data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Accessing your Outreach Favorite data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Favorite data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Favorite object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Favorite data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Favorite Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Favorite” object from the available options.
• Choose the specific favorites you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Favorite data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Accessing your Outreach Event data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Event data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Event object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Event data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Event Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Event” object from the available options.
• Choose the specific events you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Event data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Accessing your Outreach Email Address data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Email Address data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Email Address object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Email Address data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Email Address Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Email Address” object from the available options.
• Choose the specific email addresses you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Email Address data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Accessing your Outreach Content Category Ownership data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Content Category Ownership data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Content Category Ownership object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Content Category Ownership data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Content Category Ownership Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Content Category Ownership” object from the available options.
• Choose the specific ownership records you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Content Category Ownership data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Accessing your Outreach Content Category Membership data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Content Category Membership data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.

• Step 2:

  Step 2. Select Import from… and choose Outreach, then select the Content Category Membership object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Content Category Membership data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Content Category Membership Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Content Category Membership” object from the available options.
• Choose the specific memberships you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Content Category Membership data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User