HeyReach

This application creates an easily configured automation to sync data between HeyReach and Attio. Push Attio person records to HeyReach campaigns and lists, from record actions or from your own workflows, or stream HeyReach campaign events into Attio based on the events you choose in the workspace settings.

Log events as activities on each person's timeline and on their deals, in a dedicated HeyReach Events list, or both.

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Setup. Connect your HeyReach API key and choose which events to listen for.

Auto-configuration. When you install the application and add your API key, webhooks are automatically created in HeyReach to subscribe to the events you choose to listen for. These webhooks live in your HeyReach account, not in Attio.

Push to HeyReach. Use record actions to add people to HeyReach campaigns or lists. People can be added individually, or with bulk actions. Large selections are processed in batches so they complete reliably.

Push to Attio. Existing HeyReach leads automatically sync to Attio when they meet the criteria of the events you choose to listen for. Any new person records are automatically created. Leads are matched on email address and then LinkedIn URL, so activity is attached to people already in your workspace rather than duplicated.

Automate with HeyReach steps. Four HeyReach steps are available in workflows:

• Find HeyReach sender account - look up a LinkedIn sender account by its email address, then branch on whether it was found.
• Add to HeyReach campaign - add a person to a campaign from a chosen sender account.
• Add to HeyReach list - add a person to a HeyReach list.
• Add to HeyReach blacklist - exclude a LinkedIn profile, email address, LinkedIn company or company name from all HeyReach campaigns, for example when a deal is won.

Choose where events are logged. In the app's settings, set up either or both:

• On the activity timeline: each event is logged as an activity on the person's timeline.
• In the HeyReach Events list: one entry per event in a list of person records.

Each is created when you click its setup button, then can be switched on or off. Neither is removed if the application is uninstalled.

Conversation notes. When a lead replies, the app writes a single markdown note on that person titled "HeyReach LinkedIn conversation with ", containing both sides of the thread. It is refreshed as the conversation continues, and the app tracks the note it created so it only ever replaces its own.

Available HeyReach events

Choose any combination of HeyReach campaign events you want to listen for and push into Attio:

• connection_request_sent - When you send a connection request
• connection_request_accepted - When someone accepts your connection request
• message_sent - When you send a message
• message_reply_received - When someone replies to your message
• inmail_sent - When you send an InMail
• inmail_reply_received - When someone replies to your InMail
• follow_sent - When you follow someone
• liked_post - When you like someone's post
• viewed_profile - When someone views your profile
• lead_tag_updated - When lead tags change
• every_message_reply_received- Notifies you every time a lead replies to your LinkedIn messages or InMails

This app will work on all Attio plans (Free, Plus, Pro, and Enterprise). Syncing data to activities may require a paid plan in Attio, but syncing to lists is available on the free tier.

1. Click "Install" to install this app in Attio
2. Log in to HeyReach and get your API key (Settings → Integrations → HeyReach API). The blacklist step requires a workspace-level key.
3. Go to your Attio workspace's Settings → Apps → HeyReach
4. Click Connect, paste in the API key and click Save
5. Open the app's settings and, under "Where events are logged", click "Set up activities", "Set up events list" or both. Setup takes up to 30 seconds.
6. Choose which events you want to listen for