Coco + Outreach

Connect Outreach and Coco operates inside your sequence and engagement state. Coco reads sequence membership, draft state, prospect activity, and Voyager AI signals. It drafts replies to active threads, queues next-steps for stalled deals, and prepares context that lives outside Outreach itself: pre-meeting briefs, post-Cadence Gmail follow-ups, CRM hygiene on Outreach-touched contacts. Every external action (sending an email through Outreach, advancing a prospect, writing to your CRM) gates on your approval at the start. Reads, drafts, and reasoning are free of approval. About 3-5 credits per reply draft.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

What Coco does with Outreach today

Outreach handles the sequence execution. Coco handles the work that lives across Outreach and the rest of your stack.

Read sequence state and Voyager signals. Coco pulls active sequences, prospect membership, step status, recent engagement (opens, clicks, replies), and Voyager AI's prioritization signals. Reading is free of approval and runs as soon as you connect. Coco uses this state to know which prospects are mid-cadence, which have engaged, and which need a human reply before the sequence touches them again.

Draft contextual replies. When a prospect responds to an Outreach email, Coco can draft the reply in your voice — grounded in the thread, the prospect's CRM record, and any enrichment Coco has on file. Drafts queue for your approval; about 3-5 credits per draft. For threads that warrant a longer or more strategic reply than a templated sequence would handle, Coco's draft tends to land better than a copy-pasted next step.

Queue next-steps and surface stalled deals. Coco watches the deals that came out of your Outreach sequences and flags the ones going silent past your stale threshold. For each, it drafts a re-engagement message and queues the next-step (CRM stage change, internal Slack note, post to the deal channel). About 5-7 credits per stalled-deal sweep on a small batch. See reactivate stalled deals → for the full workflow.

Prep meetings booked from sequences. When a meeting gets booked off an Outreach reply, Coco generates the pre-meeting brief covering recent activity, account context, last-touch history, and suggested talking points. About 8 credits per brief. The brief lands in your inbox the morning of the call without you having to ask. See prep sales meetings →.

How to connect

The connection runs through Outreach's API. You'll need a plan tier that includes API access — most paid Outreach tiers do.

  1. Go to /app/integrations in Coco.
  2. Pick Outreach.
  3. Run the OAuth flow — grant the scopes you want (sequence read, prospect read, send, CRM-write).
  4. Coco confirms the connection and tests read access against your account.

Setup typically runs under five minutes. You don't need to migrate sequences or change how your reps use the Outreach UI; Coco operates alongside it.

Approval gates by action type

The default posture is conservative. Anything that touches your prospects, your CRM, or your billable Outreach actions gates on your approval at the start.

ActionApproval gate
Read sequences / prospects / engagementFree — no gate
Read Voyager AI signalsFree — no gate
Draft a replyFree — sits as a draft for review
Send a sequence emailApproval-gated
Pause / advance a prospect in cadenceApproval-gated
Add a prospect to a sequenceApproval-gated
Log activity back to your CRMApproval-gated
Bulk operations (e.g., advance 50 prospects)Approval-gated; warns explicitly

Once you've approved a workflow a few times and you're comfortable with how Coco handles it, you can graduate that workflow to autonomous execution inside the guardrails you set. See how the approval model works →.

Workflows that use Outreach

Most of Coco's GTM workflows touch Outreach when it's connected.

  • Follow-up drafting. Coco watches replies hitting your Outreach inbox and drafts contextual responses. Drafts queue for your approval. Automate follow-ups →.
  • Stalled-deal re-engagement. Coco surfaces deals silent past your threshold, drafts the re-engagement message, queues the next-step. Reactivate stalled deals →.
  • Meeting prep. Briefs for meetings booked through Outreach replies. Prep sales meetings →.
  • CRM hygiene on Outreach-touched contacts. When Outreach sends to a contact, Coco watches for CRM-side drift (missing fields, wrong lifecycle stage, duplicate records) and proposes fixes. Works against HubSpot or Salesforce as the source of truth.
  • Cross-tool follow-up. Post-Cadence email through Gmail when the appropriate next-touch is relationship-stage, not sequence-stage.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Working alongside Outreach Voyager AI

Outreach ships its own AI layer, Voyager, that prioritizes prospects, suggests sequence improvements, and surfaces engagement insights inside the Outreach UI. Voyager is good at what it does: in-platform intelligence about your Outreach data.

Coco is not a replacement. The two operate at different layers. Voyager stays inside Outreach, sharpening the platform's own execution. Coco operates across Outreach and the rest of your stack: drafting Gmail follow-ups that Voyager can't see, updating your CRM in ways Voyager doesn't touch, prepping meetings using context Voyager doesn't have. Where Voyager's prioritization signal is useful, Coco reads it and acts on it across the rest of your tools.

Teams running both tend to use Voyager for in-Outreach intelligence and Coco for the broader workflow that lives around Outreach.

Frequently asked questions

Can Coco send through Outreach without me approving each one?

By default, no — every send gates on your approval at the start. Once you've approved a specific send pattern (say, "auto-queue replies for sequences in the qualified stage; I'll approve before each send"), you can graduate that pattern to autonomous queue-and-send inside the guardrails you set. The structural default is approval-first.

Does Coco work with Outreach Sales Engagement and Outreach Deals?

Yes. Coco reads sequence state from Sales Engagement and deal-stage context from Deals where you have both. The integration uses Outreach's unified API, so the surface is the same regardless of which Outreach products you've licensed.

What scopes does Coco request?

The minimum needed for the workflows you've enabled. Read scopes are required for sequence and prospect context. Write scopes (send email, advance prospect, log activity) are only requested for the specific workflows you authorize. You can audit and revoke scopes any time.

Is this an Outreach alternative or an Outreach add-on?

Add-on. Coco doesn't replicate Outreach's core execution platform: the sequencer, the dialer, the cadence engine. Coco operates as the AI co-worker layer that uses Outreach for what it does well and handles the cross-tool execution that Outreach isn't built for.

What about deliverability?

Coco drafts; Outreach (or your connected sender) sends. Deliverability follows your normal Outreach account hygiene. Because Coco doesn't run autonomous spray-and-pray sends by default, the deliverability risk profile is closer to a human SDR's than to a high-volume AI sender's.

Get started

If you're already running Outreach and the work around it (follow-ups in Gmail, CRM hygiene, meeting prep, stalled-deal sweeps) keeps falling through, the connection takes about five minutes and starts adding value the same day.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Or book a walkthrough → if you'd rather see the pattern in action first.