Connect Outreach so Herd labels every email reply, drafts the answer and sends it back through Outreach once you approve

Overview

Outreach runs your email outreach. ReplySync works on top of it, through your Outreach account and not your mailboxes, so Herd sees exactly the replies Outreach sees, in the same threads.

Herd reads every reply, labels it by your definitions and drafts the answer within 2 minutes. Once you approve, he sends it through Outreach, from the same mailbox or sender and in the same thread.

Configure

In ReplySync, pick Outreach and sign in with your Outreach account. Herd checks the connection right away on 5 lines: clients, senders, labels, the reply hook and sending.

If a check fails, he names the missing permission and how to fix it. Clients, senders and labels import on their own.

Labels

Every Outreach reply gets a label, using the definitions you give Herd rather than a generic model. Interested replies go to the top of the list for that client, so the ones worth a meeting are answered first.

Replies in other languages are labeled "Other language" and don't get a draft, for now.

Approvals and auto mode

Nothing goes out without your nod. Approve one draft, a few, or all of them, and Herd sends each through Outreach.

You can switch on auto mode for a client. Even then, angry, legal, pricing and uncertain replies still wait for you.

Sends as a new email from the thread's mailbox.

Meetings and follow-ups

Connect a calendar (Cal.com, Calendly, Chili Piper or Google Calendar) and Herd matches bookings to leads by email. Once a meeting lands he stops following up, and your first booked meeting is what ends the free period.

Slack

One Slack install gives each client its own channel. Positive Outreach replies post there within 2 minutes, with the draft, and clients can connect their own Slack.