ACTION_ID: heyreach_add_leads_to_campaign
NAME: HeyReach: Add Leads to a Campaign
CATEGORY: Outreach
CREDITS: 0

Add a lead to a campaign in HeyReach.

PREREQUISITE: HeyReach account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

campaign_id (dynamicDropdown, required)
  Campaign ID. The campaign to add the lead to. Values from the
  heyReach list.

linkedin_url (url, required)
  LinkedIn URL. LinkedIn profile URL of the lead.

first_name (string, optional)
  First Name.

last_name (string, optional)
  Last Name.

email (email, optional)
  Email.

company_name (string, optional)
  Company Name.

location (string, optional)
  Location.

summary (string, optional)
  Summary.

position (string, optional)
  Position.

about (string, optional)
  About.

custom_fields (jsonArray, optional)
  Custom Fields. `[{name, value}]` for custom merge tags referenced in
  the HeyReach sequence template.

2. OUTPUTS

status (string) — Status. e.g. "completed".

3. HOW TO CONFIGURE

Resolve the campaign list via Get Action Field Options:

  POST /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}/options/campaign_id
       (body: {})

Configure Action body:

{
  "inputs": {
    "campaign_id": "<heyreach_campaign_id>",
    "linkedin_url": "{{input.linkedin_url}}",
    "first_name": "{{input.first_name}}",
    "last_name": "{{input.last_name}}",
    "email": "{{input.email}}",
    "company_name": "{{input.company_name}}",
    "position": "{{input.job_title}}",
    "custom_fields": [
      { "name": "personalized_intro", "value": "{{llm_models_1.generated_content}}" }
    ]
  }
}

Field-by-field:
  - campaign_id     HeyReach campaign ID from the `campaign_id` options
                    call.
  - linkedin_url    LinkedIn profile URL — required.
  - first_name / last_name / email /
    company_name / location /
    summary / position / about   Optional lead profile fields.
  - custom_fields   `[{name, value}]` for custom merge tags referenced
                    in the HeyReach sequence template — common slot for
                    AI-generated personalized content from upstream
                    `llm_models`.

4. KEY NOTES

- HeyReach is LinkedIn-first: `linkedin_url` is required (unlike
  the email-based outreach actions).
- `custom_fields` is the slot for AI-generated per-lead content
  from upstream `llm_models` steps — each `name` must match a merge
  tag in the HeyReach sequence template.

5. WHERE IT FITS IN A WORKFLOW

Pattern: linkedin_url discovery -> enrich_person_linkedin_profile ->
llm_models -> heyreach_add_leads_to_campaign.

6. WHEN TO USE

Use heyreach_add_leads_to_campaign to enroll leads in HeyReach
LinkedIn campaigns.

7. WHEN NOT TO USE

Need email-based outreach (Instantly, Lemlist, Smartlead, La Growth Machine,
Reply)
  -> instantly_add_to_campaign, lemlist_add_lead_to_campaign,
     smartleads_add_to_campaign,
     la_growth_machine_add_to_audience,
     reply_add_and_push_to_campaign
     (https://floqer.com/docs/action-detail/<action_id>.txt)

Need AI-generated outreach content
  -> llm_models (upstream of this action; pass the generated content
     via `custom_fields`)
     (https://floqer.com/docs/action-detail/llm_models.txt)

Last updated: 2026-05-01.