1.Captures new message sent event
Integrate HeyReach and outreach tools to detect new message sent event and start engagement logging.
Add replied outreach contacts to CRM with notes
Automatically monitor new message sent events for outreach threads across HeyReach, Formatter by Zapier, HubSpot, and Slack. Create and update your CRM and notify the team when outreach reply arrives, sender profile link appears, or message thread starts so you can attach engagement notes, match contacts, and follow up without manual follow-up.
How this automation logs outreach replies in your CRM
When new outreach messages arrive, manual CRM updates can stall follow-up and miss context. This automation cleans profile data, finds or creates contacts, and adds engagement notes and Slack alertsβso your team can respond faster.
HeyReachor swap with your favorite app
2.Normalizes profile URL
Integrate Formatter by Zapier and data cleaning tools to normalize the profile URL and prepare contact lookup.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact
Integrate HubSpot and CRM search tools to find contacts by cleaned LinkedIn-style URL or email.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM records tools to create or update the contact when lookup misses.
5.Creates engagement note
Integrate HubSpot and engagement tracking tools to create a NOTE engagement and associate it to the contact.
6.Posts team channel message
Integrate Slack and team messaging tools to post a follow-up summary and placeholder for the CRM contact.
Slackor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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