Your ready-to-use companion to the Persana → HeyReach activation workflow.

Duplicate this kit, plug in your own scoring logic, and launch without starting from scratch.

How to Use This Kit

  1. Start with the Scoring Matrix – Define your thresholds and dimensions for Persana’s output.
  2. Map Score + Persona to Campaigns – Use the Campaign Mapping Sheet to link leads to the right HeyReach sequence.
  3. Set up Webhook/API Routing – Follow the Webhook/API Field Map so your data lands in the right place instantly.
  4. Add a Fallback Layer – Use the Airtable Fallback System to catch and route leads that don’t meet real-time conditions.

1. Scoring Matrix (Editable)

Score Range Next Step Notes / Custom Rules
80–100 Demo Ready High ICP fit, fully enriched lead
60–79 Nurture Medium fit, requires follow-up over time
Below 60 Hold / Enrich Low fit or missing data

💡 Tip: Adjust score ranges or add extra scoring dimensions (e.g., activity score, engagement signals) to fit your ICP.

2. Campaign Mapping Sheet (Editable)

Score Range Persona Campaign ID Example Campaign Name
80–100 RevOps DEMO_RevOps Q3_RevOps_DEMO
60–79 Founder NURTURE_Founder Nurture_Founder_Q3
Below 60 Any HOLD_MissingData Hold_MissingPersona

💡 Tip: Match the Campaign ID exactly in your webhook/Pabbly logic to avoid routing errors.

3. Webhook/API Field Map

Persana Field HeyReach Field Example Value
LinkedIn URL LinkedIn URL https://linkedin.com...
Campaign ID Campaign ID DEMO_RevOps
Assigned Seat Sender Seat AE1
Persona Persona Tag RevOps

💡 Tip: Keep field names consistent between Persana exports and HeyReach imports. Mismatched names cause mapping errors.

4. Airtable Fallback System (Mini View)

Lead Name Score Persona Campaign ID Status Action Trigger
Jane Doe 78 Founder NURTURE_Founder Ready Pabbly → HeyReach campaign push
John Smith 55 — HOLD_MissingData Missing Info Route to Enrich queue

💡 Tip: