How to automatically detect outreach activity from Sales

Last updated: April 19, 2026

Outreach detection gives your team visibility into whether Sales is following up on the signals you're passing them from Influ2. It works by connecting Influ2 to your CRM to identify when sales reps reach out—so you can measure engagement and follow-up activities all in one place.

Why it matters

When signals from a contact are passed to Sales, they start in a "to be reviewed" status. By setting up outreach detection, Influ2 can accurately measure your sales team's follow-up activities connected to those contacts and deliver meaningful reports to your team.

How it works

Outreach detection runs automatically with no manual configuration needed. Here's the process:

Step 1: Identify Sales Representatives
Influ2 retrieves all users from your CRM and uses LinkedIn data to classify each as either a sales representative or non-sales user. Sales reps are marked as "Followers" in the system.

Step 2: Collect Activities
For users classified as sales, Influ2 automatically collects all tasks, events, and engagements from your CRM over a defined period.

Step 3: AI Classification
Influ2 analyzes each activity and determines if it qualifies as outreach. Activities are classified into four types:

  • Sent email

  • Messaged on LinkedIn

  • Made a phone call

  • Added to sequence

Outreach detection by CRM

HubSpot

Influ2 reads HubSpot Engagements to determine whether outreach has occurred.
To detect outreach, we need to define the following parameters:

  • Engagement Type – For example: Call, Email, Meeting, Task.

  • Status – For example: Completed, Scheduled.

  • Subject Rules (optional) – These refine detection to match only specific outreach records. You can use:

    • Starts with – Matches when the subject begins with specific text.

    • Ends with – Matches when the subject ends with specific text.

    • Contains – Matches if the subject contains certain keywords.

    • Does not contain – Excludes records with certain words or phrases.

Salesforce

Influ2 can detect outreach by reading Tasks and Events from Salesforce.

For Tasks, we define:

  • Task Type – e.g., Call, Email, Follow-up.

  • Subtype – e.g., Prospecting, Meeting Prep.

  • Subject Rules – Same rules as HubSpot (starts with, ends with, contains, does not contain).

For Events, we define:

  • Type – e.g., Meeting, Demo, Intro Call.

  • Subject Rules – Optional, same as above.

Using Outreach or Salesloft

If your sales team uses Outreach or Salesloft, make sure that outreach activity is synced to Salesforce or HubSpot. Influ2 reads outreach activities from these two CRMs—if activities aren't logged there, they won't be detected.

Example workflow

  1. Target engages with an ad → Outreach status = "To be reviewed"

  2. Sales representative performs outreach (email, call, LinkedIn message, or adds to sequence) → Activity is logged in HubSpot or Salesforce

  3. Influ2 automatically detects the activity → Outreach status updates to the corresponding outreach type

Your implementation team or Customer Success Manager can verify that sales users are correctly identified in your CRM for accurate outreach tracking.