WorkflowsSales & OutboundOutreach Follow-Ups with HeyReach

How I automate outreach follow-ups with HeyReach and Papermark

Send tracked links in LinkedIn outreach. When prospect views deck, trigger personalized follow-up sequence.

PapermarkPapermark
webhook
heyreachHeyReach
clayClay
zapierZapier
makeMake

You're running LinkedIn outreach campaigns and sharing tracked deck links, but there's no connection between deck views and your follow-up sequences. You're missing the moment when a prospect shows genuine interest.

With Papermark you can see which LinkedIn prospects actually opened your deck and trigger personalized follow-up sequences based on engagement.

How it works

1Upload your sales decks
2Set up access controls for prospects and buying committee members
3Share a tracked link with your prospect and track engagement
4Create a webhook to connect external tools
5Choose which events trigger your automation
6LinkedIn automation
7Prospect enrichment
8Connect view → follow-up
9Complex conditional workflows

Step by step

1

Step 1. Upload your sales decks

Open Papermark and create a new data room. Upload your sales deck or proposal. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.

Upload your sales decks
2

Step 2. Set up access controls for prospects and buying committee members

Configure your security settings. In Papermark link settings, enable View percentage. Every viewer is verified before they can access a single page. You control exactly who among your prospects and buying committee members sees which documents.

Set up access controls for prospects and buying committee members
3

Step 3. Share a tracked link with your prospect and track engagement

Generate a secure link and share a tracked link with your prospect. Papermark tracks every interaction in real-time. See which slides the prospect viewed, time spent, and completion rate. Open the analytics dashboard to see all engagement data as it happens.

Share a tracked link with your prospect and track engagement
4

Step 4. Create a webhook to connect external tools

Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when prospects and buying committee members open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.

Create a webhook to connect external tools
5

Step 5. Choose which events trigger your automation

Pick the events relevant to your workflow. For tracking prospects and buying committee members engagement, select "Link Viewed". For monitoring downloads of sensitive sales decks, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.

Choose which events trigger your automation
6

Step 6. LinkedIn automation

LinkedIn automation. Connect HeyReach through Zapier, Make, or n8n as middleware. When prospects and buying committee members view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to HeyReach automatically.

7

Step 7. Prospect enrichment

Prospect enrichment. Connect Clay through Zapier, Make, or n8n as middleware. When prospects and buying committee members view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Clay automatically.

8

Step 8. Connect view → follow-up

In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect view → follow-up. Now every time prospects and buying committee members view your sales decks, Zapier runs your automation.

9

Step 9. Complex conditional workflows

In Make, create a new scenario with "Custom Webhook" as the trigger. Copy the URL and add it in Papermark. Build your automation: Complex conditional workflows. Make is best when you need conditional logic, like different actions based on how much of your sales decks was viewed.

Tools and integrations

Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.

heyreach

HeyReach via webhook

LinkedIn automation

Connect through Papermark webhooks via Zapier, Make, or n8n

clay

Clay via webhook

Prospect enrichment

Connect through Papermark webhooks via Zapier, Make, or n8n

zapier

Zapier Webhook middleware

Connect view → follow-up

make

Make Webhook middleware

Complex conditional workflows

Related topics

linkedin outreachsales automationoutbound automationfollow up automation

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