Salesforce HeyReach

Salesforce + HeyReach Integrations

Put Salesforce + HeyReach to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and HeyReach below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + HeyReach When an InMail reply is received in HeyReach, log the communication on the contact in Salesforce.
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 details
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

Browse the full workflow library →

Looking to achieve something else with Salesforce and HeyReach?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and HeyReach

Everything Salesforce and HeyReach can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

HeyReach Explore HeyReach →

A LinkedIn automation tool designed for agencies and sales teams to scale outreach through multiple LinkedIn accounts.

Triggers
Campaign Completed

Triggers when a campaign finishes.

Connection Request Accepted

Triggers when a connection request you have sent is accepted.

Connection Request Sent

Triggers when you send a connection request.

Follow Sent

Triggers when a prospect is followed from a campaign.

InMail Reply Received

Triggers when a prospect replies to an InMail message.

InMail Sent

Triggers when an InMail is sent from a campaign.

Actions
Add Lead to Campaign

Adds a lead to an existing campaign

Add Lead to List

Adds a lead to an existing list

Create Empty List

Creates an empty list in HeyReach

Delete Lead From List

Deletes the lead from the HeyReach list

Pause Campaign

This action pauses a currently active campaign.

Resume Campaign

Resumes a campaign which is in a Paused, Finished or Failed state.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Salesforce + HeyReach

Is there a pre-built Salesforce + HeyReach automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and HeyReach's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or HeyReach connector?

No. The Agent works whether or not Salesforce or HeyReach already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build 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.

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