HeyReach + Salesforce

HeyReach + Salesforce integrations

Create Salesforce contacts when new connection requests are sent in HeyReach

Effortlessly streamline your connection requests from HeyReach right into your Salesforce contacts. With this workflow, each time a new connection request is sent through HeyReach, a new contact will be created in Salesforce. It takes the manual effort out of managing contacts, saving you precious time and ensuring no connection request is missed. Ideal for businesses seeking a seamless solution to maintain customer relationships.

When this happens...
Connection Request SentTriggers when you send a connection request.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with HeyReach and Salesforce

Discover other triggers and actions you can use with HeyReach and Salesforce

Campaign Completed
Triggers when a campaign finishes.
Trigger
Instant
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Connection Request Sent
Triggers when you send a connection request.
Trigger
Instant
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InMail Reply Received
Triggers when a prospect replies to an InMail message.
Trigger
Instant
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Liked Post
Triggers when a post is liked.
Trigger
Instant
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Message Sent
Triggers when a message is sent from a campaign.
Trigger
Instant
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Viewed Profile
Triggers when a profile is viewed.
Trigger
Instant
Try It
- List
  Required
- Lead LinkedIn URL
  Required
- First Name
  Required
- Last Name
  Required
- Lead Email
- Company
- Headline
- Position
- About
- Custom Fields
Action
Write

- List
  Required
- Lead Id
  Required
Action
Write
- Campaign
  Required
Action
Write
- Campaign
  Required
- Lead Member Id
- Lead URL
Action
Write
- Lead Linked In URL
- Lead Email
- Lead LinkedIn Id
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- Offset
- Limit
Action
Search
- LinkedIn Senders
- Campaigns
- Keyword
- Message Seen
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- Keyword
- Offset
- Limit
Action
Search
- List Id
  Required
Action
Search
- Sender Id
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Trigger
Instant
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Follow Sent
Triggers when a prospect is followed from a campaign.
Trigger
Instant
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InMail Sent
Triggers when an InMail is sent from a campaign.
Trigger
Instant
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Message Reply Received
Triggers when a prospect replies to a message.
Trigger
Instant
Try It
Prospect Tag Updated
Triggers when a prospect's tag is updated.
Trigger
Instant
Try It
- Campaign
  Required
- LinkedIn Sender
- LinkedIn Profile URL
- First Name
- Last Name
- Email Address
- Company
- Custom Fields
Action
Write
- List Name
  Required
- List Type
Action
Write
- Campaign
  Required
Action
Write
- Sender Profile
  Required
- Conversation ID
  Required
- Message
  Required
- Subject
Action
Write
- Keyword
- Status
- LinkedIn Senders
- Limit
- Offset
Action
Search
- Campaign Id
  Required
Action
Search
- LinkedIn Sender Id
  Required
- Conversation ID
  Required
Action
Search
- Campaign
  Required
- Time From
- Time To
- Offset
- Limit
Action
Search
- Lead LinkedIn URL
  Required
Action
Search
- Keyword
- Campaigns
- List Type
  Required
- Offset
- Limit
Action
Search
- Linkedin Senders
- Campaigns
- Start Date
- End Date
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About HeyReach

HeyReach is a multi-account outreach platform for teams and agencies. Connect with new customers, talents, or leads in no-time

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