Prevent double-messaging across email and LinkedIn

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Prevent double-messaging across email and LinkedIn

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Description

A fully automated workflow that prevents duplicate outreach across email (Instantly) and LinkedIn (HeyReach).

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How it works

Stage 1: Detect Replies Across Channels

The workflow listens for replies on both outreach platforms:

- Instantly (email replies)

- HeyReach (LinkedIn replies)

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Stage 2: Identify the Lead on the Opposite Channel

For every reply detected:

- Check if the lead already exists on the other platform.

- Determine whether email or LinkedIn URL is available.

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Stage 3: Route the Lead Based on Data Availability

If the required identifier exists:

- Instantly reply → Add to HeyReach blocklist

- HeyReach reply → Add to Instantly blocklist

If the identifier is missing:

- Send the data through Clay for enrichment.

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Stage 4: Enrich Missing Contact Information

Clay enriches the record:

- Email → LinkedIn URL

- LinkedIn URL → Email

- Only proceed if enrichment is successful.

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Stage 5: Update the Correct Blocklist

Post-enrichment:

- Add enriched LinkedIn URL → HeyReach blocklist

- Add enriched email → Instantly blocklist

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Stage 6: Prevent Cross-Channel Collision

Both platforms automatically stop enrolling the lead in any new outreach campaign.

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The strength of this workflow lies in its simplicity and precision.

It solves one core problem exceptionally well: preventing your outreach channels from colliding. When a prospect replies on either platform, whether positively or negatively, the workflow automatically ensures they are no longer enrolled in campaigns on the other channel.

This eliminates any risk of duplicate outreach or awkward follow-ups such as “Apologies, didn’t realize we already contacted you.”

## How it works?

The workflow monitors reply events from both Instantly (email) and HeyReach (LinkedIn). When a reply is detected, it checks if the corresponding contact information exists for the other channel.

- If the contact details are already available, the prospect is immediately added to the appropriate blocklist.

- If the details are missing, the workflow enriches the lead through Clay, retrieves the required information, and then updates the correct blocklist.

The entire system runs on automated triggers, allowing you to configure it once and let it operate seamlessly in the background.

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