Attio + HeyReach
Create or update Attio records whenever new messages are sent in HeyReach
Streamline your customer communication and data entry process with this efficient workflow. When a message is sent in HeyReach, a record is instantaneously created or updated in Attio. This real-time process ensures that no information falls through the cracks, empowering you to manage your customer communication more proficiently. Utilize this workflow to maintain up-to-date records and enhance your customer relationship management.
Streamline your customer communication and data entry process with this efficient workflow. When a message is sent in HeyReach, a record is instantaneously created or updated in Attio. This real-time process ensures that no information falls through the cracks, empowering you to manage your customer communication more proficiently. Utilize this workflow to maintain up-to-date records and enhance your customer relationship management.
- When this happens...Message Sent
Triggers when a message is sent from a campaign.
- automatically do this!Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
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Campaign Completed
Triggers when a campaign finishes.
Try ItConnection Request Sent
Triggers when you send a connection request.
Try ItInMail Reply Received
Triggers when a prospect replies to an InMail message.
Try ItLiked Post
Triggers when a post is liked.
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Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Try ItFollow Sent
Triggers when a prospect is followed from a campaign.
Try ItInMail Sent
Triggers when an InMail is sent from a campaign.
Try ItMessage Reply Received
Triggers when a prospect replies to a message.
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