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HeyReach → Close

HeyReach + Close integration

When a HeyReach conversation turns warm, the rep who picks up the phone should see it. OutboundSync logs HeyReach social activity on the matching Close Lead.

BetaOne-way syncSocial

HeyReach + Close at a glance

HeyReach works with Close through OutboundSync. HeyReach connection requests, acceptances, messages, replies, follows, post likes, profile views, and lead tag updates are logged as activity on the matching Close Lead. Activity flows one way, from HeyReach into Close, and the OutboundSync team handles source setup with you.

HeyReach + Close integration facts
StatusBeta (Close is a one-way beta CRM)
ChannelsSocial
DirectionOne-way, HeyReach → Close
Close recordsLeads
Block listsNot available for this pairing
HeyReach planAny plan
SetupGuided: the OutboundSync team runs onboarding

Social outreach warms prospects up, and Close is where many teams turn that warmth into calls and meetings. Without a sync, the handoff happens in a Slack message or not at all. OutboundSync puts the HeyReach conversation on the Close Lead, so the rep can see which message landed and what the prospect replied.

HeyReach tags travel with the activity, including its positive and negative auto-tags. That makes it easy to build a Smart View of Leads who responded well on social and are ready for a call, without anyone copying names out of HeyReach.

What syncs from HeyReach to Close

Every event below arrives in near-real time and lands on the matched Close record. Pick the ones you want per source.

HeyReach events OutboundSync syncs to Close
EventChannelWhere it lands in Close
Connection request sentSocialActivity on the Close Lead
Connection request acceptedSocialActivity on the Close Lead
Message sent— Standard and premium messagesSocialActivity on the Close Lead
Reply received— Standard and premium message repliesSocialActivity on the Close Lead
Follow sentSocialActivity on the Close Lead
Post likedSocialActivity on the Close Lead
Profile viewedSocialActivity on the Close Lead
Lead tag updated— Manual tags plus positive, negative, and generic auto-tagsSocialActivity on the Close Lead

Event names come from the HeyReach webhooks OutboundSync receives. Close is a one-way beta, so exact event coverage is confirmed during onboarding. See the HeyReach event reference.

What teams do with HeyReach + Close

  • Call positive social replies

    Filter a Smart View on positive HeyReach tags so reps call the people who already said yes.

  • Warm up cold calls

    A rep can see an accepted connection and recent messages on the Lead before dialing.

  • Track social effort

    Managers see connection requests, follows, and profile views per Lead without opening HeyReach.

Ways to connect HeyReach and Close

The options teams weigh before they commit a production sync.

Ways to connect HeyReach and Close, compared
OptionWhat it doesTrade-off
Zapier, Make, or n8nCompare integration platformsCatch HeyReach webhooks and write each event to Close with a workflow you build.Every event type, retry, and field change is a workflow you maintain, billed per task or step.
Custom buildBuild vs buyWrite your own service against the HeyReach and Close APIs.You own matching, deduplication, API limits, and every upstream schema change.
OutboundSyncPre-built social activity sync into Close Leads.One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today.

How to set up HeyReach + Close

  1. Step 1: Connect Close

    Authorize OutboundSync from the Close App Marketplace. The OutboundSync team adds Close as a Connected Account with you.

  2. Step 2: Connect HeyReach

    Add your HeyReach API key in OutboundSync, then paste the source's webhook URL into HeyReach.

  3. Step 3: Create the Close source

    Select HeyReach when you create the Close source, and confirm how contacts are matched.

  4. Step 4: Send a test event

    Trigger one HeyReach event and confirm it on a real Close Lead.

  5. Step 5: Go live

    Launch with the OutboundSync team watching the first production events in Close.

Plan requirements

HeyReach plan

Any plan

OutboundSync works with every HeyReach plan (Growth, Agency, and Unlimited). Webhooks and the API are included on all of them.

Close

Close is a one-way beta. There is no Close plan gate on our side; onboarding runs with the OutboundSync team.

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HeyReach + Close FAQ

  • What HeyReach activity does OutboundSync sync to Close?
    Connection request sent, connection request accepted, message sent, reply received, follow sent, post liked, profile viewed, and lead tag updated.
  • Which Close records does it write to?
    OutboundSync matches or creates Close Leads. HeyReach events land as activity on the Close Lead. See the Close beta guide for details.
  • Can HeyReach tags drive Close Smart Views?
    Yes. Tag updates, including HeyReach auto-tags, are logged as Close activity, and teams use them in the Smart Views they build. OutboundSync does not ship prebuilt views.
  • Is the integration one-way or two-way?
    One-way. Activity flows from HeyReach into Close, and nothing is written back to HeyReach.
  • Can I use Close records as a block list?
    Not today. Block lists come from HubSpot lists or Salesforce reports. The Close beta syncs activity in only.
  • Do I need admin access to set it up?
    A Close admin authorizes OutboundSync from the Close App Marketplace during guided onboarding.
  • Which HeyReach plan do I need?
    OutboundSync works with every HeyReach plan (Growth, Agency, and Unlimited). Webhooks and the API are included on all of them.
  • How is HeyReach + Close priced?
    Beta access is scoped with the OutboundSync team during onboarding. Billing follows the same model as every plan: sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. See the pricing page.
  • Can I do this with Zapier, Make, or n8n?
    Zapier, Make, and n8n can route light social activity, but they get hard to maintain once you need accurate sequencing and suppression. OutboundSync is built for CRM sync, keeps searchable event logs beyond 30 days, and prices by outbound volume instead of per-step billing.
  • What breaks first when this scales?
    Data quality and reliability break first: duplicate events, retries, out-of-order webhooks, and bursts during big sends. OutboundSync handles idempotency, timing buffers, and queue recovery, and flags suspicious or mismapped payloads instead of writing them.

HeyReach resources

Tutorials, case studies, and updates related to HeyReach.

Company

Partner spotlight: HeyReach

HeyReach is a social selling platform for agencies, founded in 2023. Learn what it does and how it syncs outreach into your CRM with OutboundSync.

Jason Ma

See HeyReach activity in Close

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