--- title: "Connect EspoCRM and HeyReach - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add Lead to List\" in HeyReach, or \"Campaign Completed\" in HeyReach to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-heyreach" --- # Connect EspoCRM and HeyReach When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add Lead to List** in [HeyReach](https://apiant.ai/connections/heyreach), or **Campaign Completed** in HeyReach to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions HeyReach **2** triggers HeyReach **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and HeyReach to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What EspoCRM and HeyReach can do together ### From EspoCRM to HeyReach - When **New contact** in EspoCRM then **Add Lead to List** in HeyReach - When **New Lead** in EspoCRM then **Get Leads From List** in HeyReach ### From HeyReach to EspoCRM - When **Campaign Completed** in HeyReach then **Add contact** in EspoCRM - When **Connection Request Sent** in HeyReach then **Add task** in EspoCRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with EspoCRM and HeyReach ## Triggers and actions 5 triggers · 27 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Trigger **Campaign Completed** Triggers when a campaign finishes. - Trigger **Connection Request Sent** Triggers when you send a connection request. - Action **Add Lead to List** Adds a lead to an existing list - Action **Create Empty List** Creates an empty list in HeyReach - Action **Delete Lead From List** Deletes the lead from the HeyReach list - Action **Get Campaigns for Lead** Gets the campaigns the lead is a part of - Action **Get Conversations** Gets conversations from HeyReach - Action **Get Lead Details** Gets details for the given lead - Action **Get Leads From List** Gets leads from a HeyReach list - Action **Get LinkedIn Senders** Gets the sender accounts connected to HeyReach - Action **Get List by Id** Gets a list from HeyReach - Action **Get Lists** Gets lists from HeyReach - Action **Get Overall Stats** Gets the HeyReach analytics, similar to the Dashboard ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **HeyReach** HeyReach is a multi-account outreach platform for teams and agencies.](https://apiant.ai/connections/heyreach) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into HeyReach - [ **HubSpot to HeyReach** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-heyreach) - [ **Google Sheets to HeyReach** Google Sheets](https://apiant.ai/connect/google-sheets-to-heyreach) - [ **Gmail to HeyReach** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heyreach) - [ **Google Calendar to HeyReach** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heyreach) - [ **Google Drive to HeyReach** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-heyreach) - [ **ActiveCampaign to HeyReach** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-heyreach) Questions ## EspoCRM and HeyReach, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in HeyReach when something happens in EspoCRM? Any of HeyReach's 11 actions, including Create Empty List, Add Lead to List, Get Campaigns for Lead and Get Conversations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HeyReach to EspoCRM? Yes. When something happens in HeyReach, your agent can act in EspoCRM too. This page covers both directions: HeyReach's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or HeyReach? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use EspoCRM and HeyReach without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.