AFI
Outreach
Outreach is a sales execution platform that helps sales teams manage prospecting and engagement. Advanced Form Integration creates prospects in Outreach from WordPress form submissions using OAuth2 authentication.
What you’ll need
- An active Outreach account.
- Your Outreach API credentials (see below).
- The Advanced Form Integration plugin installed and activated.
Create an Outreach OAuth application
- Sign in to the Outreach Developer Portal.
- Register a new OAuth application.
- Copy the Client ID and Client Secret.
- Set the redirect URI to the URL shown in AFI → Settings → Outreach.
- In WordPress, go to AFI → Settings → Outreach.
- Click Add Account, enter the Client ID and Client Secret, and give the account a name.
- Click Save & Authorize to complete the OAuth2 flow.
AFI uses the authorization code flow. Tokens are automatically refreshed before expiry.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Outreach. - Under Trigger, pick the form plugin and the specific form.
- Under Action → Platform, select Outreach.
- In Task, choose Create Prospect.
- Pick the saved account.
- Map your form fields onto the fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Prospect
Creates a prospect in Outreach via POST /api/v2/prospects using OAuth2 Bearer authentication.
| Field | Field key | Required | Notes |
|---|---|---|---|
email |
Recommended | Primary identifier | |
| First Name | first_name |
No | |
| Last Name | last_name |
No | |
| Company | company |
No | |
| Title | title |
No | |
| Phone | phone_home |
No | |
| LinkedIn URL | linkedin_url |
No |
Pro features
The Pro integration extends the free version with additional capabilities. Pro uses the same Outreach connection.
Feature comparison
| Feature | Free | Pro |
|---|---|---|
| Create prospect | ✅ | ✅ |
| Standard fields | ✅ | ✅ |
| OAuth2 token auto-refresh | ✅ | ✅ |
| Custom fields | No | ✅ |
Conditional logic example
Only send data to Outreach when specific conditions are met. For example, add a condition on a form field to control which submissions are forwarded.
Troubleshooting
Nothing arrives in Outreach
Open AFI → Log and find the most recent entry. AFI stores the request URL, body, and raw response.
API credentials rejected
Verify your credentials in your Outreach account settings. If they were regenerated, update them in AFI → Settings → Outreach.