Quick overview
This workflow runs weekly (or manually) to pull tagged “cold” HeyReach conversations, uses Twain to draft context-aware re-engagement messages, then stages leads in a HeyReach list and notifies Slack for review while tagging processed leads to avoid duplicates.
How it works
- Runs on a weekly schedule or via a manual trigger.
- Fetches all conversations from the HeyReach Inbox API using pagination.
- Filters conversations by HeyReach lead tags (include tags like “Cold”/“Not interested” and exclude tags like “Re-engaged”) and extracts each lead’s LinkedIn URL, name, and prior message thread.
- Sends the conversation context to Twain to generate a re-engagement sequence draft and add the contact to the specified Twain campaign.
- Adds the lead to a HeyReach re-engagement list and stores the first Twain draft message in a custom user field.
- Posts the drafted re-engagement message to a Slack channel for review.
- Tags the lead as “Re-engaged” in HeyReach to prevent reprocessing.
Setup
- Add HeyReach API credentials for HTTP Header Auth and ensure the header matches HeyReach requirements (for example,
X-API-KEY).
- Add Twain API credentials for HTTP Header Auth and ensure the header matches Twain requirements (for example,
X-Api-Key) and have a Twain campaign ID ready.
- Connect your Slack account and set the target channel name used for notifications.
- In the Settings values, fill in
reengagement_campaign_id and reengagement_list_id, and adjust include_tags, exclude_tags, and reengaged_tag to match your HeyReach tagging scheme.
- Ensure the HeyReach list exists for staging re-engagement leads and that your team reviews/sends messages from HeyReach (this workflow drafts and stages messages rather than sending them).