HeyReach Salesforce integration

Track revenue

Attribute revenue based on your deals. Use lists and reports to understand where outbound is working (or not).

Sync activities

Log your outbound social activity, including connection requests, messages, follows, likes, and more.

Go omnichannel

Use automation to tap multiple channels, like phones. Use the best tool for each job and grow your pipeline.

Block sending

Use OutboundSync as your exclusion list. Source from your CRM and prevent outreach to key contacts.

YOUR INTEGRATION OPTIONS

Can I use an existing tool?

HeyReach does not have a native Salesforce integration. There is no out of the box solution, and in fact HeyReach recommends OutboundSync in their application as a certified app partner.

Make, Zapier, and n8n are capable, they take time to build, are difficult to maintain, are costly to scale, and requite custom apps and code for the robust features that OutboundSync provides.

Clay is powerful for enrichment but its cell size limits, table row limits, and silent webhook failures lead to data loss for this use case.

Where OutboundSync excels

OutboundSync excels in syncing and relating near-real-time events data.

Sent connection requests, likes, and follows
Replies to your campaigns for sales rep visibility
Activity metadata like campaign details
Lead status/disposition updates
Current contacts for the exclusion list

And we're here to help. Our customer success team has helped hundreds of companies sync tens of millions of records.

CONNECTING HEYREACH AND SALESFORCE IN 5 STEPS

Get started in minutes

Connect Salesforce: Create an External Client App in your Salesforce account.
Connect HeyReach: Add your API key and create/configure your webhook receiver.
Create a webhook: Configure the data you want to sent from HeyReach to Salesforce.
Add your block lists: Build a report in Salesforce and configure it as an exclusion list.
Go live: Start sending your new outbound campaigns and using your data in Salesforce.

Connection request sent and accepted, message sent and received, profile view and follow, post like and comment, lead tag updated, and more from HeyReach. In Salesforce, each event is logged to the Lead or Contact’s activity timeline with metadata and the option to write to custom fields.

OutboundSync can creates/update new Leads or Accounts/Contacts. Events are stored as Activities records—your choice in the set‑up wizard during onboarding. No Opportunity fields are touched unless you build a Salesforce Flow.

Only once. A Salesforce admin authorizes OAuth and (optionally) adds custom fields.

Tiers scale with total outbound sent messages per month. Full details are on the Pricing page.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

OutboundSync is compatible with every HeyReach plan (Growth, Agency, Unlimited) because it relies on HeyReach's webhooks and API features, which are supported in every plan.