How to hand a booked meeting from outreach to your pipeline

Planned: when a prospect agrees to meet, the Outreach Crew will pass the context to the Pipeline Crew, which proposes the CRM record and follow-up.

Outreach Crew

Planned: not yet end to end in the app

When you need this

Meetings come out of outreach, but the context of how they started is lost by the time they reach the CRM or the call.

Mark the prospect as interested
You
You flag the reply as a yes to a meeting.
Package the context
Outreach Crew
Apollo gathers the prospect's notes, the messages exchanged and the campaign goal.
Propose the CRM record and owner
Outreach Crew
The Pipeline Crew drafts the contact record, the owner and the follow-up task.
Approve the record and the owner
You
You approve the CRM update and who owns the lead before anything is written.

The CRM update, lead ownership, and any follow-up message.

CRM, Calendar, hubspot

Qualified meetings recorded with their outreach source, and pipeline movement from them.

Not live end to end. Two-way CRM sync is coming soon, and the crew does not book calendar slots itself.