Quick overview
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 Receives a POST webhook from HeyReach for lead and messaging events. Normalizes the payload, extracts lead identity (email and LinkedIn URL), and builds a Salesforce Task subject/description including the event label and message transcript. Searches Salesforce for an existing Lead matching the email and/or a custom LinkedIn_Profile__c field. If a matching Lead exists, creates a completed Salesforce Task linked to that Lead. 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 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. 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. Review and adjust the Salesforce field mappings (LeadSource, title, and Task status/fields) to match your Salesforce setup and reporting needs. An n8n automation workflow template by Suraj Prakash Karale.
Suraj Prakash Karale
web
free
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