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Integrate HeyReach and SmartReach AI
Integrate HeyReach and SmartReach AI
Ebru Abaz avatar
Written by Ebru Abaz
Updated over 2 months ago

HeyReach and SmartReach AI are natively integrated! You can easily hyper-personalize your LinkedIn connection requests and messages and send them automatically by integrating these two tools. Click here to access the video tutorial.

Step 1: Connect HeyReach with SmartReach AI

Go to your SmartReach AI account, then click on 'Settings' in the side menu on the left. This is where you need to copy/paste your HeyReach API key.

If you don't know where to find your HeyReach API key, go to your HeyReach account, navigate to ‘Integrations > HeyReach API’, get your API key, and paste it into SmartReach AI.

Step 2: Create your campaign in HeyReach

My favourite part, but I might be a bit subjective on this one. 😇

Basically, start by creating your list of prospects and importing them to your HeyReach campaign. My advice here is to create your list using Sales Navigator, as you will have advanced prospecting filters at your disposal.

Next, create your LinkedIn outbound campaign. One important thing to keep in mind is to ensure the SmartReach AI integration works properly. For example, let's imagine that in your LinkedIn outreach campaign you have a total of 3 messages: one is a personalized note when sending a connection request, and the other two are your follow-up messages.

To let SmartReach AI write hyper-personalized messages on your behalf in the example I shared above, you'll have to do the following:

  1. Put ‘{connection}’ variable in your connection request

2. Put ‘{follow_up_1}’ and ‘{follow_up_2}’ in your LinkedIn messages

If you had more messages in the campaign, you'd just add '{follow_up_3}', '{follow_up_4}', and so on. That way, you're telling our integration with SmartReach AI to replace these tags with AI-powered messages.

Step 3: Create your campaign in SmartReach AI

Now it’s time to create AI prompts in SmartReach AI and tell it what kind of personalized sentences you need.

💡 Tip: Create different campaigns for different ICPs to hyper-personalize messages and make them relevant.

Here's what you'll need to input to create the prompts:

  • Description: This is your elevator pitch. Meaning, how would you describe your company/product to an ICP. Keep it sharp and on point.

  • Pain points: What are the challenges your prospects are facing that your product/service can resolve? Again, be specific!

  • Social proof: Input the evidence of your product/service resolving these pain points and showcase results from your customers.

  • Strategic Advantages: What do you have that your competitors don't? These are your advantages over them.

You can also add 'Keywords' and 'Mandatory text to include in each message', but our partners from SmartReach AI recommend leaving these empty in your first campaign so that their system can learn this on its own and give you recommendations later.

The general rule of thumb is, that the more you edit and play with these prompts, the better your output will be.

Next, it's time to connect it with your HeyReach campaign.

In the ’Select List Type’, choose the 'Upload from HeyReach' option. Then select your list, click 'Load List', and you'll see it populate below. Optionally, you can give this list a specific name in SmartReach AI; otherwise, by default, it will have the same list name as in HeyReach.

Press ‘Continue’.

You'll move to "Settings". First, tick the box "HeyReach Campaign" and make sure to untick "Smart Link Campaign". That's how you'll send this only via HeyReach.

Next, you can choose "Use campaign's default connection request" or, if you have a Sales Navigator license, you can opt for "Use a Smart Link Connection Request". That way, each connection request you send will contain a hyper-personalized message. Otherwise, your connection request won't contain any note whatsoever.

🚨 LinkedIn rule: In order to add personalized notes to your connection requests, you'll need Sales Navigator because LinkedIn no longer allows adding multiple connection messages for free accounts. If you don't have Sales Navigator, our advice is to keep your connection request empty.

Next, you can select which LinkedIn Sender account you'd like to send messages from and which campaign you will use this for. These will show all your senders and campaigns from HeyReach, of course.

‘Number of Messages to Generate in Your Sequence’ is very important. In our example, since we have 2 follow-up messages after the connection request, we’d put 2 here. That way, SmartReach AI will personalize the two follow-up messages in our campaign. So, the rule is, that you’ll put here the number that’s equal to the amount of LinkedIn messages you have in your HeyReach campaign excluding the one you may have in your connection request.

Then, you can tailor your call-to-action. SmartReach AI gives you a few options to use.

Finally, you have two additional choices to make.

'Use Tone Optimizer' → Use this option if you're open to testing different tones in your outreach copy.

'Auto Upload to HeyReach' → Choosing this option puts everything on autopilot. Messages will be automatically populated in your campaign, HeyReach will start sending connection requests and messages, and you don't need to do anything else. However, if you want to see the messages AI has generated and make some last-minute changes yourself, make sure to leave this box unticked.

Click ‘Continue’.

If you left this box unticked, open the campaign by clicking on the ‘Edit’ button

You’ll see the list of prospects and by clicking on the ‘Edit’ button again, you can additionally modify the messages for each prospect individually.

When done, go back to the campaign screen and click on the HeyReach icon to launch this campaign.

Step 4: Launch the campaign in HeyReach

This is a simple step. 😇

Step 5: Watch the webinar with SmartReach AI

Check out the webinar we did with our partners from SmartReach AI, where you can see the entire setup in action and get some useful outreach tips.

HeyReach x SmartReach AI Webinar: Scale your LinkedIn outbound with hyper-personalized AI messages.

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