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Heyreach CRM Workflow Automation & Approvals

Run Heyreach on autopilot. Keep the veto.

19 actions

Heyreach runs LinkedIn outreach lists and campaigns. Rills queues lead additions, list creation, tag setup, and webhook changes for approval before they run.

Try the approval demo

Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential marketing action from Heyreach arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue (3)

HEYREACH · LIST UPDATE
1 / 3

Add 12 leads to 'Warm Prospects' list?

12 leads · engaged in last 7 days

Same pattern as last week's batch that converted well

No one from this segment has replied this month

78%
SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.

  3. Clear runs stop waiting on you.

    Every run is scored against your review step. The ones that clearly match your judgment run above your threshold without a tap; the borderline ones still come to the queue. Autonomy is earned run by run, never switched on for good.

03. Overview

About Heyreach automation

Your Heyreach outreach runs on rules you wrote months ago, but the moment a lead qualifies for a list or a tag triggers a sequence, the campaign fires off without you. By the time you notice a misstep, 40 new contacts have already received a message you would have caught.

When Heyreach runs unsupervised

Heyreach automates your CRM sequences, but the gap between a rule and a real-world misfire is invisible until a reply lands wrong. A few things that happen when no one is watching:

  • Adding leads to a list fires off an outreach sequence to a segment you haven’t checked.
  • A tag gets created without your review, retriggering a campaign to leads who already replied.
  • Campaign stats update while you sleep, and a failing sequence runs another 48 hours.
  • A new LinkedIn account gets added to the wrong sender rotation, and messages go out from the wrong profile.

What Rills does inside Heyreach

Rills watches your Heyreach lead lists, tags, and campaign stats, proposing actions when something needs attention. It can add leads to lists, create tags, and pull overall stats, then queue the decision for you.

The list still gets updated; you just see it before the campaign fires.

Why Heyreach has no triggers and how Rills fills the gap

Heyreach doesn’t push events when something changes, so any Heyreach automation you build is polling‑based by nature. Rills fills the gap by checking your account on a schedule and surfacing the changes that matter before they become support tickets.

  • Polling Get All Leads regularly to detect new leads that need review before list assignment.
  • Scheduled checks of Get Overall Stats to flag declining open rates before they tank a campaign.
  • Watching Get All Campaigns for campaigns that have been running without a reply spike.
  • Periodic Get All Lists to ensure no list has grown stale without your knowledge.
04. Actions

What Rills can do in Heyreach

6 of 19 actions across reads, writes, and updates.

  1. 01

    Add Leads To List V2

    Adds up to 100 leads at a time to a HeyReach lead list for LinkedIn campaigns, providing counts of how many were added, updated, or failed.

  2. 02

    Check API Key

    Confirms whether the provided API key is valid and ready for use, helping to avoid errors when executing subsequent operations.

  3. 03

    Create Empty List

    Tool to create an empty list.

  4. 04

    Create Tags

    Tool to create one or multiple tags for your workspace.

  5. 05

    Create Webhook

    Sets up a webhook to receive real-time notifications when specific events happen in HeyReach, enabling automated workflows and integrations without manual polling.

  6. 06

    Delete Webhook

    Tool to delete an existing webhook.

05. FAQ

Common questions about Heyreach automation

How do I automate adding leads to Heyreach lists without adding the wrong people?

Rills proposes the list addition based on your rules, then waits for your approval. You review the lead details from your phone, swipe to confirm, and nothing gets added to Heyreach until you say so. That way, a mismatched lead never lands in a campaign you didn't vet. Approvals and logic are free; you only pay when AI calls or API actions fire.

Can I approve Heyreach campaign sends from my phone before they go out?

Yes. Rills holds the campaign send action until you approve it on mobile. You can check the recipient list, the subject line, and the offer before it ships. If anything looks off, you swipe to reject. No more sending a '50% off' email to your enterprise leads because a filter was loose.

How do I automatically tag new Heyreach leads by their industry?

Rills can draft the tag (e.g., 'SaaS', 'Ecom') based on lead data you provide, then queue it for your approval. You review the suggested tag on your phone and swipe to apply. If the AI misclassifies a lead, you catch it before it sticks. You always have the final say.

How do I automate follow-up messages based on Heyreach conversation activity?

Rills monitors your Heyreach conversations and proposes follow-up actions, like moving a lead to a different list or sending a reply template. You get a notification on your phone, review the context, and approve or skip. The AI learns which follow-ups you accept, so routine ones become autonomous over time, but you're never forced to send something you haven't seen.

How is Rills different from Zapier for Heyreach?

Zapier fires actions instantly, based on triggers. Rills inserts a human approval step between the trigger and the action. For Heyreach, that means a campaign doesn't send, a lead doesn't get added, and a tag doesn't apply until you've reviewed and approved it on your phone. You keep the veto; Zapier doesn't give you that. Approvals and logic are free; you only pay for real actions.

Does Rills support Heyreach webhooks?

Yes, Rills can create and update Heyreach webhooks. Before a webhook goes live, Rills proposes the configuration and waits for your approval. You review it on your phone, so you never accidentally set a webhook that fires every time a lead opens an email and floods your endpoint. One swipe to approve, and it's active.

How much does Rills cost for Heyreach automation?

Workflow approvals and the logic that drives them are completely free. You only pay when Rills makes an AI call or performs an external action through the Heyreach API, like adding a lead, creating a tag, or updating a campaign. There are no per-user fees, no monthly minimums, and no charge for the approval queue. You control your costs by how many real actions you let through.

Can I review Heyreach stats before sending a campaign?

Rills can pull your overall stats, open rates, and conversation data before you approve a campaign. You get a summary on your phone, decide if the numbers look right, and then give the green light. If the stats show a drop in engagement, you can hold off. No more sending to a cold list and wondering why nobody replied.

06. NEXT MOVE

Approve every Heyreach change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.