Call the Outreach tasks already in front of you
Open the Outreach call-task view your rep is ready to work, then power or parallel dial from that same workflow. Trellus keeps the Prospect, sequence, task, disposition, purpose, and call record connected.
Where Trellus works in Outreach
Watch Trellus enter the Outreach task workflow
See where to open your Outreach call tasks and start a Trellus calling block, with the Prospect and sequence context connected to each call.
Keep the reason for the call attached
An Outreach call task has a Prospect, owner, sequence step, due state, and rules for what happens next.
Work from your Outreach call tasks, with the Prospect, sequence step and available phone numbers connected to the call.
Open your trial follow-up call tasks and filter to incomplete calls. Start Trellus from that list, work through the queue, then save the disposition and purpose. Choose to log and complete when the call task is finished.
The sequence owns the next action. Trellus works the calls.
Four steps, without losing the task
Open the call tasks
Keep the filters and task order your team already chose in Outreach.
Start Trellus there
The queue retains the Prospect, task, sequence, step, and available phone context.
Power or parallel dial
Work one number at a time or, on an eligible plan, up to five simultaneous lines.
Use Outreach outcomes
Select the configured disposition and purpose, then complete the right task.
What Trellus returns to Outreach
The call is associated with the records available in the task context.
Choose from your team's Outreach dispositions when you log a call. Completing a call task requires a valid disposition; if that outcome cannot be saved, Trellus flags it for review.
Keep recordings and callbacks with the Prospect
Keep the available recording link with the call and schedule the next conversation as an Outreach call task.
Recording availability follows the call's recording settings. Follow-up tasks need a Prospect, an assigned owner and the call-task settings in your Outreach workspace.
Keep callbacks on your Outreach task list.
Outreach and Trellus
Does Trellus work inside Outreach?
Yes. The Trellus Chrome extension adds its calling workflow to supported Outreach task surfaces.
Can Trellus dial an Outreach task list?
Yes. Trellus can use the supported call-task order and retain the task, Prospect, and sequence context.
What does Trellus log to Outreach?
Depending on the call, Trellus can log timing, numbers, note or summary, recording URL, disposition, purpose, and connected Prospect, task, and sequence context.
Will Trellus complete the Outreach task?
When you choose to log and complete, Trellus completes the associated call task. If Outreach cannot save the outcome or completion, Trellus flags it for review.
Can Trellus create follow-up tasks?
Yes. Schedule a call task for the Prospect with a due date and assigned owner. Your Outreach workspace needs the call-task settings available to create it.
Does Trellus override Outreach recording rules?
No. Trellus follows the recording status returned for the call context. Your organization remains responsible for recording policy and law.
How many lines can Trellus dial?
Up to five simultaneous lines on eligible plans, or one-at-a-time power dialing. See current pricing.
Try Trellus on one Outreach task view
Bring the sequence, dispositions, purposes, recording policy, and follow-up workflow your reps use now. We will show you exactly what returns to Outreach.
