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Set up your first integration
Quickly connect HeyReach to Clay with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HeyReach with Clay - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Campaign Completed" from HeyReach.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects HeyReach and Clay, automating your workflow.
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Frequently Asked Questions about HeyReach + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HeyReach and Clay
What is the first step in integrating HeyReach with Clay?
The initial step involves logging into both your HeyReach and Clay accounts. We recommend that you ensure both platforms are connected to your Zapier account before starting the integration process.
Can I create a trigger in HeyReach based on specific actions in Clay?
Yes, integrating allows you to set triggers in HeyReach for specific actions taken within Clay, such as the creation of a new contact or updates to existing ones.
How do I authenticate my accounts for integration?
During the setup process, you will be prompted to authenticate your HeyReach and Clay accounts through our secure authentication method. Follow the on-screen instructions to grant permissions.
Is it possible to sync data bi-directionally between HeyReach and Clay?
Currently, our integration supports one-way syncing from Clay to HeyReach. However, you can set up separate workflows for various data points if needed.
What common triggers can I use in Clay to initiate actions in HeyReach?
Common triggers include adding a new contact or tag, updating contact information, or when a defined event occurs within your sales pipeline.
Can I customize what information gets sent from HeyReach to Clay upon an action trigger?
Certainly! You can customize which fields and specific data are transferred by setting up the action details during the integration workflow setup.
Are there any limitations on which type of data can be integrated from Clay to HeyReach?
While most standard fields are supported, custom fields may require additional configuration. Please check our documentation for any exceptions regarding specific data types.
Practical ways you can use HeyReach and Clay
Track outreach campaign effectiveness in spreadsheets.
When a campaign finishes in HeyReach, Zapier will log the campaign details, such as prospect engagement and completion data, into a table in Clay. This helps business owners monitor the performance of outreach efforts and identify improvement areas without manual data entry.
Business OwnerSync prospect activity with detailed analytics.
When a connection request is accepted in HeyReach, Zapier creates or updates the record in Clay for analysis. This allows data scientists to track relationships and trends for deeper insights without the repetitive task of syncing data between tools.
Data ScienceUpdate lead spreadsheets for prospects who reply.
When a prospect replies to a message sent via HeyReach, Zapier will automatically update their record in Clay. This eliminates the need for manual updates, ensuring lead data stays current and enabling the team to focus on personalized follow-ups that can increase conversion rates.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Completed
Triggers when a campaign finishes.
Try ItTriggerInstant - Connection Request Sent
Triggers when you send a connection request.
Try ItTriggerInstant - InMail Reply Received
Triggers when a prospect replies to an InMail message.
Try ItTriggerInstant - Liked Post
Triggers when a post is liked.
Try ItTriggerInstant
- Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Try ItTriggerInstant - Follow Sent
Triggers when a prospect is followed from a campaign.
Try ItTriggerInstant - InMail Sent
Triggers when an InMail is sent from a campaign.
Try ItTriggerInstant - Message Reply Received
Triggers when a prospect replies to a message.
Try ItTriggerInstant
