Given the fact that HeyReach and Cargo are natively integrated now, you can opt for API connection as it’s simpler and faster.
Step 1: Create a Play in Cargo
1️⃣ Go to Cargo. Click on New play, or go to the Plays tab on your dashboard.
2️⃣ Choose to run a play from a template or to create a new one. Opt for Create from Blank, then click on Start – Beginning of your workflow.
3️⃣ You will then see an option to choose between Datasets and Integrations. Choose according to your needs, depending on what you want to be the trigger.
💡 To learn more about these specific choices and differences, please refer to the Cargo Help documentation.
Example:
Let’s say we choose HubSpot. If your HubSpot account is not connected to Cargo, you can learn how to create HubSpot connectors.
Once connected, you’ll be able to see the freshly started Play.
Step 2: Add HeyReach to the Play
1️⃣ To add a new connector, just drag the connecting dot.
2️⃣ From Cargo’s tool stack, choose HeyReach.
3️⃣ Fill in the name and the slug per your preferences. It’ll be automatically filled with the name of the tool, but you can add variations to separate various actions with the same tool.
4️⃣ In the end, you’ll need to get the API from your HeyReach account.
Step 3: Get the API key from HeyReach
1️⃣ Go to the HeyReach dashboard and search for the Integration tab.
2️⃣ Once you open it, find the HeyReach API.
3️⃣ Click on Get API key.
4️⃣ Copy the API key.
5️⃣ Once you paste the API key to Cargo, it’ll create a connector and you’re ready for next steps.
Step 4: Configure actions
On the right side of the screen, you’ll see a configuration table where you can define:
Object type
Action
Campaign
A LinkedIn campaign you want to use for this action
Step 5: Run the Play
When you’ve finished configuring, just click play and it’ll automatically activate your Play.
That’s it! Your HeyReach and Cargo integration via API is ready to go. 💜