Integration · CRM
AI agents for Reply.io
Find, create and update prospects in Reply.io, enroll them in outreach sequences or take them out, list sequences and who is in them, add notes, start or pause a sequence, and read its email and LinkedIn results.
- Actions
- 10
- Read
- 4
- Write
- 6
Actions
What your agents can do in Reply.io
10 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 4
Look things up. Nothing changes.
Find contacts
Lists the account's contacts, or finds one by exact email address or LinkedIn profile URL.
List sequences
Lists outreach sequences, optionally by status (new, active, paused), name (partial match) or archived state.
List contacts in a sequence
Lists who is enrolled in a sequence and where each stands.
Get sequence results
Returns one sequence's email and LinkedIn results for a period: people contacted, delivered, opened, replied, interested, bounced, opted out and meetings booked, with rates.
Write 6
Create, change or send.
Create a contact
Adds one prospect with an email address or LinkedIn URL and any profile and custom fields.
Update a contact
Changes the fields given on one contact and leaves the rest.
Add a note to a contact
Adds a note to a contact's timeline, like a call summary or a reminder, for the whole team to see.
Add contacts to a sequence
Enrolls existing contacts (by contact ID) in a sequence, so its steps start sending to them, now or from a given time.
Remove a contact from a sequenceDeletes data
Takes one contact out of a sequence so no more steps are sent to them; the contact and their history stay.
Start or pause a sequence
Starts (or resumes) a sequence, or pauses a running one while keeping its contacts in place.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Reply.io account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Reply.io data
Ask a question in plain words. The agent can find contacts, list sequences or list contacts in a sequence in Reply.io, then answers with what it found.
- 02
Let an agent update Reply.io
Have the agent create a contact or update a contact in Reply.io as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Reply.io and Slack: it can find contacts in Reply.io and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Reply.io and MyDeepAgents
Can MyDeepAgents connect to Reply.io?
Yes. The Reply.io connector has 10 actions: 4 read and 6 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Reply.io?
Paste an API key from your Reply.io account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Reply.io without asking?
Only if you let it. Each of the 6 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Reply.io in workflows as well as agents?
Yes. Every Reply.io action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Reply.io to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.