# HeyReach Salesforce Lead Sync

> Pull leads from Salesforce, verify they're still in role, and load them into HeyReach campaigns with personalization baked in.

Source: https://cotera.co/solutions/sales/heyreach-salesforce-lead-sync

---

- **Team:** Sales
- **Tools:** HeyReach, Salesforce
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Pull from Salesforce** — Start with your existing CRM leads and their context
2. **Verify Employment** — Check via Apollo that each lead is still at their company
3. **Personalize with LinkedIn** — Pull recent posts and activity for outreach hooks
4. **Load into HeyReach** — Add verified leads with custom fields ready for campaign

## Example requests
- Verify these 10 Salesforce leads and add confirmed ones to HeyReach campaign 54321
- Sync my Q1 pipeline contacts to a new HeyReach outreach campaign
- Check which of these leads have changed jobs and flag the stale ones

## Prompt

```markdown
## Task

Take a list of leads from Salesforce, verify and enrich each one using @Apollo/Enrich Person and @LinkedIn/Get Profile, then use @HeyReach/Add Leads to Campaign to load qualified prospects into a LinkedIn outreach campaign with personalized custom fields.

**Example:** Pull my Salesforce contacts from the "Q1 Outbound" list, verify they're still in role, and add them to HeyReach campaign 54321.

## Input

The user will provide:
1. A list of lead emails or names + companies from Salesforce (or ask to pull from a specific Salesforce view)
2. A HeyReach campaign ID to add qualified leads to
3. Optional: qualification criteria (title, seniority, company size)

**Example:** "Here are 15 leads from my Salesforce pipeline. Verify they're still at their companies and add the confirmed ones to HeyReach campaign 54321."

## Context

### What to Verify and Enrich

**From Salesforce (starting data):**
- Contact name and email
- Company name and account details
- Last activity date and lead status

**Apollo enrichment:**
- Current title and company (verify they haven't left)
- LinkedIn profile URL (required for HeyReach)
- Seniority level and department
- Phone number and verified email

**LinkedIn enrichment:**
- Recent posts and activity (for personalization)
- Current role confirmation
- Tenure at company
- Mutual connections

### Sync Strategy

1. Use @Salesforce/Find Contact by Email to pull each lead's current Salesforce data
2. Enrich with @Apollo/Enrich Person using their email to get LinkedIn URL and verify employment
3. For confirmed leads, pull @LinkedIn/Get Profile for recent activity and personalization hooks
4. Filter out leads who have left their company or no longer match criteria
5. Use @HeyReach/Add Leads to Campaign with full profile data and custom fields for personalization

### Qualification Rules

- Skip leads where Apollo shows a different company (they've moved on)
- Skip leads without a LinkedIn profile URL (HeyReach requires it)
- Flag leads with title changes (promoted or moved teams)
- Prioritize leads with recent LinkedIn activity (more likely to respond)

## Output

**Sync Summary:**
- Leads processed: [X]
- Still at company (verified): [X]
- Left company / stale: [X]
- Added to HeyReach: [X]
- Skipped (no LinkedIn URL): [X]

**Leads Added to HeyReach Campaign [ID]:**
| Name | Title | Company | LinkedIn Activity | Personalization Hook |
|------|-------|---------|-------------------|---------------------|
| [Name] | [Title] | [Company] | Active/Inactive | [Hook] |

**Stale Leads (need Salesforce update):**
| Name | Salesforce Title | Current Title | Current Company |
|------|-----------------|---------------|-----------------|
| [Name] | [Old] | [New] | [New Company] |

**Custom Fields Set in HeyReach:**
- firstName, lastName, companyName, position
- personalization_hook: [from LinkedIn activity]
- salesforce_status: [lead status from CRM]
- verified_date: [today's date]
```

## Related reading
- [Salesforce Lead Automation Guide](https://cotera.co/articles/salesforce-lead-automation-guide.md)
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [Sales Intelligence Vs Lead Generation](https://cotera.co/articles/sales-intelligence-vs-lead-generation.md)