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.
Harris Kenny
HeyReach → Salesforce
HeyReach + Salesforce integration
Salesforce teams running HeyReach have had no native path in. OutboundSync logs connection requests, messages, and replies on the Lead or Contact, and keeps exclusions in sync.
LiveTwo-way syncSocial
HeyReach + Salesforce at a glance
HeyReach connects to Salesforce through OutboundSync. HeyReach connection requests, acceptances, messages, replies, follows, likes, profile views, and tag changes are logged as Tasks on the matching Lead or Contact. Any Salesforce report can be synced to HeyReach as an exclusion list, so suppression follows the records your team already maintains.
| Status | Live |
|---|---|
| Channels | Social |
| Direction | Activity HeyReach → Salesforce; block lists Salesforce → HeyReach |
| Salesforce records | Leads, or Contacts and Accounts |
| Block lists | Yes, from Salesforce reports |
| HeyReach plan | Any plan |
| Setup | Self-serve: create an External Client App, then connect it in OutboundSync |
HeyReach ships no native Salesforce connector, which leaves social outreach invisible to the CRM most enterprise sales teams run on. OutboundSync fills the gap without middleware: each HeyReach webhook becomes a Salesforce Task with the campaign and sender details, sitting on the same timeline as email and calls.
For social sources, Salesforce lookup tries your own lookup ID first when the payload carries one, then the social profile URL, then email. That order suits Salesforce orgs where Leads often have a profile URL from enrichment but no verified email yet. Once activity lands reliably, Flows and reports treat social exactly like any other channel.
What syncs from HeyReach to Salesforce
Every event below arrives in near-real time and lands on the matched Salesforce record. Pick the ones you want per source.
| Event | Channel | Where it lands in Salesforce |
|---|---|---|
| Connection request sent | Social | Task on the Lead or Contact |
| Connection request accepted | Social | Task on the Lead or Contact |
| Message sent— Standard and premium messages | Social | Task on the Lead or Contact |
| Reply received— Standard and premium message replies | Social | Task on the Lead or Contact |
| Follow sent | Social | Task on the Lead or Contact |
| Post liked | Social | Task on the Lead or Contact |
| Profile viewed | Social | Task on the Lead or Contact |
| Lead tag updated— Manual tags plus positive, negative, and generic auto-tags | Social | Task plus optional OutboundSync fields on the Lead or Contact |
Event names come from the HeyReach webhooks OutboundSync receives. See the HeyReach event reference.
What teams do with HeyReach + Salesforce
Credit social in pipeline
Report on opportunities where a HeyReach reply came first, so social gets the credit it earned.
Alert owners on replies
Use a Salesforce Flow on new HeyReach reply Tasks to notify the account owner right away.
Exclude with any report
Turn a report of customers, partners, or open opportunities into a HeyReach exclusion list.
Ways to connect HeyReach and Salesforce
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| HeyReach's native Salesforce connectorNative integration comparison | HeyReach does not ship a native Salesforce connector. | HeyReach has no native Salesforce connector — native Salesforce tracking is a public roadmap request, reachable otherwise only through generic automation tools.Source: heyreach.io, roadmap.heyreach.io |
| Zapier, Make, or n8nCompare integration platforms | Catch HeyReach webhooks and write each event to Salesforce 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 Salesforce APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built social activity sync into Salesforce Leads and Contacts, with Salesforce reports pushed back as block lists. | Self-serve setup, searchable event logs, and support from the team that maintains the connector. |
How to set up HeyReach + Salesforce
Step 1: Connect Salesforce
A Salesforce admin creates an External Client App, then connects it in OutboundSync and picks Task or EmailMessage logging.
Step 2: Connect HeyReach
Add your HeyReach API key in OutboundSync, then paste the source's webhook URL into HeyReach.
Step 3: Choose events and fields
Pick which HeyReach events to log, whether they write Tasks or EmailMessage records, and which OutboundSync fields to fill.
Step 4: Add a block list
Point a Salesforce report of customers, open deals, or do-not-contact records at HeyReach so they never get cold outreach.
Step 5: Send a test event
Trigger one HeyReach event and confirm it on a real Lead or Contact.
Step 6: Go live
Turn on the source and start building Salesforce reports, dashboards, and Flows on real HeyReach data.
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.
Salesforce
OutboundSync works across Salesforce editions. The difference is API capacity: plan for roughly 6 API calls per sent email once replies and status events are counted.
Which Salesforce edition you need
| Edition | Fit | What to know |
|---|---|---|
| Professional | Limited support - API limits may restrict ongoing sync. |
|
| EnterpriseMost common | Recommended - Best balance of capability, API capacity, and cost. |
|
| Unlimited | Ideal - Best for scale and high activity volume. |
|
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HologramHeyReach + Salesforce FAQ
What HeyReach activity does OutboundSync sync to Salesforce?
Connection request sent, connection request accepted, message sent, reply received, follow sent, post liked, profile viewed, and lead tag updated.Which Salesforce records does it write to?
OutboundSync matches or creates Salesforce Leads and Contacts. HeyReach events land as task on the Lead or Contact; or task plus optional OutboundSync fields on the Lead or Contact. See the Salesforce data model docs for details.Does HeyReach have a native Salesforce integration?
No. HeyReach lists native Salesforce tracking as a roadmap request, so teams use OutboundSync to log HeyReach activity in Salesforce today.Is the integration one-way or two-way?
Activity flows one way, from HeyReach into Salesforce. The only write-back is block lists: Salesforce reports you choose are pushed to HeyReach so those records are suppressed.Do I need admin access to set it up?
A Salesforce System Administrator creates the External Client App and authorizes OAuth.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 + Salesforce priced?
OutboundSync bills on sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. Plan details are on 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.
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