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Outreach Master Plattform
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Getting Started

Please find here the first steps to get everything started

 

Basics

  • Outreach Master for HubSpot checks daily for open HubSpot tasks with a specific title for the user registered in this application. (Outreach Master LinkedIn Send Connection Request, Outreach Master LinkedIn Send Message, Outreach Master AI Call)
  • These tasks are then automatically executed, marked as completed in HubSpot, and the performed activities are logged here in the dashboard and on HubSpot.
  • These tasks can be created manually per user or you can use HubSpot sequences, which create the tasks.

 

What should I do first:

  1. Connect Outreach Master with HubSpot here  (mandatory): https://app.outreach-master.de/dashboard/hubspot
  2. Connect Outreach Master with LinkedIn here (necessary for Linkedin Automation): https://app.outreach-master.de/dashboard/linkedin
  3. Define your AI Calling Agent here (necessary for AI Calling): https://app.outreach-master.de/dashboard/ai-calling
  4. Create Tasks to the contact ('Outreach Master LinkedIn Send Connection Request', 'Outreach Master LinkedIn Send Message', 'Outreach Master AI Call'
  5. Once the dasks are due, Outreach Master will perform the task in the next 24h. So wait and let the magic beginn :-)
 

LinkedIn Connection Request

  • The task must be named Outreach Master LinkedIn Send Connection Request.
  • The text in the task description is used as an optional connection message. LinkedIn allows a maximum of 300 characters. If the text is longer, it will be truncated.
  • The HubSpot contact property with the LinkedIn URL must be filled in.
  • If a connection request cannot be sent, the reason will be recorded as a note on the relevant contact in HubSpot.

 

Send LinkedIn Messages

  • The task must be named Outreach Master LinkedIn Send Message.
  • The text in the task description is sent as a message.
  • In sequences, you can work very well with HubSpot personalization here.
  • The HubSpot contact property with the LinkedIn URL must be filled in.

 

AI Cold Calls

  • The task must be named Outreach Master AI Call.
  • An 'AI Cold Calling Agent' must have been created here.
  • For creating the cold calling agent, we recommend checking out the best practices in our knowledge base.
  • The call is stored directly in HubSpot with transcript, summary, and recording.