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How to integrate HeyReach with Instantly?

Updated over 3 weeks ago

⚑ HeyReach goes Multichannel with the Instantly integration.

You can now send leads both ways:

πŸ‘‰ Access here to access the affiliate link.

🍿 Explore the full HeyReach x Instantly Integration in our Detailed Video Walk-Through.


Connecting Instantly to HeyReach

To get started, you need to add your Instantly API key.

Step 1. How to generate your Instantly API key

  1. Create a new key

  2. Select the scopes:

    • Users should select all scopes to make it simpler

  3. Generate the API key and Copy it

Step 2. Paste the Instantly Key to HeyReach

  1. Select Connect Now

  2. You’ll be prompted to paste your Instantly API key

Once saved, HeyReach will display the integration as connected. βœ…

🚨 The Instantly integration and Add to Instantly action are not available for whitelabel users.


Sending leads via HeyReach to Instantly

HeyReach gives you two ways to send leads into instantly:

  1. Instantly Lead Lists.

  2. Instantly Campaigns.

Option 1. Adding Leads to Instantly Campaigns via HeyReach

With the Add to Instantly action, you can now send leads directly to an Instantly campaign. πŸš€
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To enable this:

  1. Select the Instantly Campaigns.

  2. From the dropdown, pick the campaign you want to send leads to.

πŸ’‘ The campaigns must be created/ available on Instantly first. Only then can they automatically appear in HeyReach.

Option 2. Adding Leads to Instantly Lists via HeyReach

The Add to Instantly action also allows you to send leads from HeyReach into a specific Lead List inside Instantly.

To enable this:

  1. Select the Instantly Lists.

  2. Choose the Lead List you want to send leads to.

πŸ’‘ Lead Lists must be created in Instantly first. Once created there, they’ll automatically appear in HeyReach.

Click here for further explanation of the Email Rules for sending leads to Instantly and the difference between Enriched Email vs Custom Emails in HeyReach.


Practical Use-Cases

Below are common workflows you might find helpful πŸ‘‡

Use Case 1: No connection acceptance

  • Send connection request β†’ wait 10 days

  • If not accepted β†’ Add to Instantly β†’ send email sequence

Use Case 2: Email follow-up after no response

  • Send InMail β†’ wait 5 days

  • If no reply β†’ Add to Instantly (second list for follow-up emails)

Use Case 3: Multi-path engagement

  • Accepted on LinkedIn but no replies to messages β†’ Add to Instantly list for β€œWarm, No Reply” leads and push them to an ongoing email campaign.

🧠 Leads can be enrolled into different Instantly lists at different steps, depending on how they behave in the campaign.


Connecting HeyReach to Instantly

🍿 Click here to access the video walkthrough

Step 1. How to generate your HeyReach API Key

  1. Generate the API key and Copy it

Step 2. Paste the HeyReach Key to Instantly

  1. Open Instantly, go to Settings β†’ Integrations

  2. Go to HeyReach β†’ Get New and Paste the API Key

  3. Click the Connect button to complete the setup

Once saved, Instantly will display the connected HeyReach Workspaces.


Create an Automation Workflow

Inside Instantly, you can configure the Automation workflow to trigger leads to HeyReach.

  1. Navigate to Automations

  2. Click + Add New to create a workflow


Add a Trigger

1. From the Built-In tools, select Instantly

2. On the Setup screen, select a Trigger from the dropdown and click Continue.

  • Lead interest status changed

  • Campaign finished for lead

  • Lead added to list

  • Lead replies

For example: Campaign Finished for Leads

3. Select the specific Instantly campaign you want this workflow to apply to.

πŸ’‘ Only one Instantly campaign can be selected per Trigger Event.

4. Choose when the Trigger should run, and click Continue to test and save the step.

  • Campaign ended and the lead did not reply

  • Campaign ended after the lead replied

For example: Campaign ended and the lead did not reply


Add an Action

1. Select HeyReach

2. Choose the HeyReach workspace (account)

3. Choose the Action Event, and click Continue.

  • Add Lead to Campaign

  • Add Lead to List

For example: Add Lead to Campaign

4. Select the HeyReach campaign, where the leads should be sent

5. The data will be autofilled and mapped accordingly, click Continue.

6. Hit the Test Step button and check if the Data In fields are mapped correctly. To compelete the workflow, click on Save.

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