HeyReach Salesmate

Enroll new CRM leads in marketing campaigns

When a new lead is created in Salesmate, automatically add them to an onboarding campaign in HeyReach so they receive relevant marketing materials instantly.

Try:

See all HeyReach + Salesmate 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 →

Triggers
New lead captured

Fires when a new lead or contact is captured in HeyReach.

Contact enters a workflow

Fires when a contact enters an automation in HeyReach.

Contact updated

Fires when a field on a contact changes in HeyReach.

Contact unsubscribed

Fires when a contact unsubscribes in HeyReach.

Actions
Create or update a contact

Creates or updates a contact in HeyReach.

Add a contact to a campaign

Adds a contact to a workflow or campaign in HeyReach.

Send a message

Sends an email or message to a contact via HeyReach.

Apply or remove a tag

Changes a contact's tags in HeyReach.

Salesmate Explore Salesmate →

Triggers
New lead created

Fires when a new lead or contact is created in Salesmate.

Deal stage changed

Fires when a deal moves to a new stage in Salesmate.

Deal won

Fires when a deal is marked won in Salesmate.

Contact updated

Fires when a field on a contact changes in Salesmate.

Actions
Create or update contact

Creates or updates a contact in Salesmate.

Create deal

Creates a new deal in Salesmate.

Update deal stage

Moves a deal to a new stage in Salesmate.

Log activity

Logs a call, email, or note against a record in Salesmate.

Create sales contacts from marketing leads When a new lead is captured in HeyReach, automatically create a matching contact record in Salesmate so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Salesmate, automatically apply a strategic tag to the contact in HeyReach to trigger tailored follow-up messages. See details

See all HeyReach + Salesmate integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll new CRM leads in marketing campaigns” between HeyReach and Salesmate?

Yes — describe it in the box above and Knit's Integrations Agent researches HeyReach and Salesmate'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 Salesmate 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 Salesmate and HeyReach to maintain compliance.

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