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
HeyReach → Pipedrive
HeyReach + Pipedrive integration
Pipedrive Persons usually lack the one field HeyReach relies on. OutboundSync matches on the social profile URL you store and pins every HeyReach event to the Person.
BetaOne-way syncSocial
HeyReach + Pipedrive at a glance
HeyReach integrates with Pipedrive through OutboundSync. HeyReach connection requests, acceptances, messages, replies, follows, likes, profile views, and tag updates are written as Notes pinned to the matching Pipedrive Person. Matching uses the social profile URL stored in a Person field you choose, and OutboundSync creates the Person when no match exists.
| Status | Beta (Pipedrive is a one-way beta CRM) |
|---|---|
| Channels | Social |
| Direction | One-way, HeyReach → Pipedrive |
| Pipedrive records | Persons |
| Block lists | Not available for this pairing |
| HeyReach plan | Any plan |
| Setup | Guided: marketplace OAuth, then onboarding with the OutboundSync team |
Email tools can always match on email. Social tools can't, which is why HeyReach sync into Pipedrive starts with one setup decision: which Person field holds the social profile URL. Point OutboundSync at that field and each HeyReach event lands on the right Person, even when you don't have an email address yet.
From there, the Person record becomes the full social thread. A rep deciding whether to open a deal can see the accepted request, the messages sent, and the reply that came back, all as Notes in order. Pipedrive filters on that activity help teams spot who is ready for a real conversation.
What syncs from HeyReach to Pipedrive
Every event below arrives in near-real time and lands on the matched Pipedrive record. Pick the ones you want per source.
| Event | Channel | Where it lands in Pipedrive |
|---|---|---|
| Connection request sent | Social | Note pinned to the Person |
| Connection request accepted | Social | Note pinned to the Person |
| Message sent— Standard and premium messages | Social | Note pinned to the Person |
| Reply received— Standard and premium message replies | Social | Note pinned to the Person |
| Follow sent | Social | Note pinned to the Person |
| Post liked | Social | Note pinned to the Person |
| Profile viewed | Social | Note pinned to the Person |
| Lead tag updated— Manual tags plus positive, negative, and generic auto-tags | Social | Note pinned to the Person |
Event names come from the HeyReach webhooks OutboundSync receives. Pipedrive is a one-way beta, so exact event coverage is confirmed during onboarding. See the HeyReach event reference.
What teams do with HeyReach + Pipedrive
Match without email
Use the social profile URL field to log HeyReach activity on Persons you only know from social.
Open deals from replies
When a HeyReach reply comes in, the Person already has the full thread for the new deal.
Keep social out of deals
Notes stay on the Person, so pipeline stages only change when a rep decides they should.
Ways to connect HeyReach and Pipedrive
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| Zapier, Make, or n8nCompare integration platforms | Catch HeyReach webhooks and write each event to Pipedrive 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 buy | Write your own service against the HeyReach and Pipedrive APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built social activity sync into Pipedrive Persons. | One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today. |
How to set up HeyReach + Pipedrive
Step 1: Connect Pipedrive
Authorize OutboundSync from the Pipedrive Marketplace with the same email you use in OutboundSync.
Step 2: Connect HeyReach
Add your HeyReach API key in OutboundSync, then paste the source's webhook URL into HeyReach.
Step 3: Create the Pipedrive source
Select HeyReach when you create the Pipedrive source, and confirm how contacts are matched.
Step 4: Send a test event
Trigger one HeyReach event and confirm it on a real Pipedrive Person.
Step 5: Go live
Launch with the OutboundSync team watching the first production events in Pipedrive.
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.
Pipedrive
Pipedrive is a one-way beta. There is no Pipedrive plan gate on our side; onboarding runs with the OutboundSync team.
Related integrations and guides
HeyReach with other CRMs
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TapcheckHeyReach + Pipedrive FAQ
What HeyReach activity does OutboundSync sync to Pipedrive?
Connection request sent, connection request accepted, message sent, reply received, follow sent, post liked, profile viewed, and lead tag updated.Which Pipedrive records does it write to?
OutboundSync matches or creates Pipedrive Persons. HeyReach events land as note pinned to the Person. See the Pipedrive beta guide for details.Which Pipedrive field should hold the social profile URL?
Any Person field you use for profile URLs, standard or custom. Choose it during source setup; OutboundSync requires it for social sources and matches HeyReach activity against it.Is the integration one-way or two-way?
One-way. Activity flows from HeyReach into Pipedrive, and nothing is written back to HeyReach.Can I use Pipedrive records as a block list?
Not today. Block lists come from HubSpot lists or Salesforce reports. The Pipedrive beta syncs activity in only.Do I need admin access to set it up?
The Pipedrive user who authorizes OAuth must use the same email as their OutboundSync login.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 + Pipedrive 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.
HeyReach exclusion lists from Salesforce reports
OutboundSync now pushes contacts from Salesforce reports directly into HeyReach exclusion lists, so open deals and customers stay out of new campaigns.
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Pushing HubSpot lists to HeyReach exclusion lists
Sync HubSpot lists with HeyReach to exclude key contacts from campaigns. OutboundSync's HeyReach HubSpot integration keeps your campaigns on target.
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See HeyReach activity in Pipedrive
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