Enroll new CRM leads in marketing campaigns
When a new lead is created in Salesforce, automatically add them to an onboarding campaign in HeyReach so they receive relevant marketing materials instantly.
See all HeyReach + Salesforce integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
HeyReach Explore HeyReach →
TriggersFires when a new lead or contact is captured in HeyReach.
Fires when a contact enters an automation in HeyReach.
Fires when a field on a contact changes in HeyReach.
Fires when a contact unsubscribes in HeyReach.
Creates or updates a contact in HeyReach.
Adds a contact to a workflow or campaign in HeyReach.
Sends an email or message to a contact via HeyReach.
Changes a contact's tags in HeyReach.
Salesforce Explore Salesforce →
TriggersFires when a new lead or contact is created in Salesforce.
Fires when a deal moves to a new stage in Salesforce.
Fires when a deal is marked won in Salesforce.
Fires when a field on a contact changes in Salesforce.
Creates or updates a contact in Salesforce.
Creates a new deal in Salesforce.
Moves a deal to a new stage in Salesforce.
Logs a call, email, or note against a record in Salesforce.
More HeyReach + Salesforce workflows
Create sales contacts from marketing leads
When a new lead is captured in HeyReach, automatically create a matching contact record in Salesforce so your sales team can begin outreach.
See details
Tag active deals for targeted messaging
When a deal stage changes in Salesforce, automatically apply a strategic tag to the contact in HeyReach to trigger tailored follow-up messages.
See details
See all HeyReach + Salesforce integrations → · Browse the full workflow library →
Common questions
Can Knit build “Enroll new CRM leads in marketing campaigns” between HeyReach and Salesforce?
Yes — describe it in the box above and Knit's Integrations Agent researches HeyReach and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Salesforce and HeyReach work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Salesforce and HeyReach to maintain compliance.