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Sync HeyReach LinkedIn events with Salesforce leads and tasks

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Created by: Suraj Prakash Karale || surajprakashkarale
Suraj Prakash Karale

Last update

Last update 5 days ago

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Quick overview

This workflow receives HeyReach campaign event webhooks and syncs them to Salesforce by finding or creating a Lead and logging each event as a completed Task with the message transcript and LinkedIn profile link.

How it works

  1. Receives a POST webhook from HeyReach for lead and messaging events.
  2. Normalizes the payload, extracts lead identity (email and LinkedIn URL), and builds a Salesforce Task subject/description including the event label and message transcript.
  3. Searches Salesforce for an existing Lead matching the email and/or a custom LinkedIn_Profile__c field.
  4. If a matching Lead exists, creates a completed Salesforce Task linked to that Lead.
  5. If no Lead is found, creates a new Salesforce Lead (including email, title, and LinkedIn_Profile__c) and then creates a completed Task linked to the new Lead.

Setup

  1. Add a Salesforce OAuth2 connection and ensure your Salesforce Lead object has a custom field API name LinkedIn_Profile__c to store the LinkedIn profile URL.
  2. In HeyReach, create a webhook pointing to this workflow’s webhook URL path (/heyreach-events) and subscribe it to the event types you want to track.
  3. Review and adjust the Salesforce field mappings (LeadSource, title, and Task status/fields) to match your Salesforce setup and reporting needs.