HeyReach to Salesforce: Sync LinkedIn Events to Leads & Tasks
HeyReach to Salesforce: Sync LinkedIn Events to Leads & Tasks
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HeyReach to Salesforce: Sync LinkedIn Events to Leads & Tasks
Regular price
£10.99
Regular price
£10.99
Sale price
Unit price
/
per
Sync HeyReach LinkedIn campaign events into Salesforce Leads & Tasks—automatically
This n8n workflow listens for HeyReach campaign event webhooks and logs every lead interaction in Salesforce by creating (or finding) the right Lead and saving each event as a completed Task with the message transcript and LinkedIn profile link.
What this workflow does
- Receives a POST webhook from HeyReach for lead and messaging events.
- Normalizes the payload and extracts lead identity details, including email and LinkedIn URL.
- Builds a Salesforce Task with a subject/description that includes the event label and the message transcript.
- Searches Salesforce for an existing Lead using the email and/or the custom field LinkedIn_Profile__c.
- If a matching Lead exists: creates a completed Salesforce Task linked to that Lead.
- If no Lead is found: creates a new Salesforce Lead (email, title, and LinkedIn_Profile__c) and then creates the completed Task linked to the new Lead.
Use cases
- Track LinkedIn outreach outcomes in Salesforce for better lead activity history.
- Automatically record messaging events as completed Tasks so your reps can review context fast.
- Maintain clean Salesforce data by matching Leads via email and LinkedIn_Profile__c.
Technical details
- Nodes/tech stack: webhook, code, if, salesforce, plus a sticky note for guidance.
- Webhook endpoint: configure HeyReach to post to the workflow path /heyreach-events.
- Salesforce requirements: add a custom Lead field LinkedIn_Profile__c to store the LinkedIn profile URL.
- Setup steps: add a Salesforce OAuth2 connection, create the HeyReach webhook subscription for desired event types, and adjust field mappings (e.g., LeadSource, title, and Task status/fields) to match your Salesforce setup.
