The Scenario
You run sales operations for a company launching an ABM campaign targeting eight industry verticals. Each vertical gets its own HeyReach lead list. There are five targeting tags to create alongside the lists. The list names and tag names are already in your Excel workbook — list names in column A of the 'Campaign Setup' worksheet, tag names in column B.
The campaign strategy session is tomorrow at 10 AM. The lists and tags need to exist in HeyReach before that meeting, because the campaign builder can't map anything to a list that doesn't exist yet. You have thirteen things to create and no appetite for clicking through the UI thirteen times.
The bad version:
- Navigate to HeyReach's list management panel, type the first vertical name, save the list, and copy the returned ID into your planning workbook.
- Do this eight times, for each vertical — including the two where the name has a special character that didn't survive the copy-paste.
- Switch to the tag creation panel and create five more entries, tracking their IDs in a separate cell because the UI doesn't show them all together.
Thirteen clicks minimum, thirteen manual data entries, and a real chance of a naming inconsistency between your workbook and HeyReach that you won't catch until someone reports a missing campaign segment.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the planning data you've already structured there and through its built-in HeyReach integration it can create lists and tags from your workbook — then write the returned IDs back so your planning doc stays self-consistent.
Create a new empty HeyReach lead list for each name in column A of my 'Campaign Setup' sheet — write the returned list ID into column B
What You Get
- Eight HeyReach lead lists are created with the exact names from column A.
- The returned list ID lands in column B for each row — no manual tracking, no switching between the HeyReach UI and your workbook to cross-reference IDs.
- The workbook becomes the live source of truth for campaign configuration before the meeting starts.
What If the Data Is Not Quite Ready
Some list names have inconsistent formatting from different contributors
Column A has a mix of title case, all-caps, and a couple with extra spaces from a copy-paste.
Before creating HeyReach lead lists from column A of my 'Campaign Setup' sheet, trim whitespace and convert each name to title case — then create the lists and write the returned IDs into column B
You need lists and tags created at the same time
Tag names are in column B and you need both created in a single pass.
Create a HeyReach lead list for each name in column A of 'Campaign Setup' — write the returned list ID into column C — create a HeyReach tag for each name in column B — write the returned tag ID into column D
You're only adding new verticals to an existing set and shouldn't recreate existing ones
Column C marks each row as "new" or "existing." You only want to create lists for the "new" rows.
From my 'Campaign Setup' worksheet, create a HeyReach lead list only for rows where column C says 'new' — use the name in column A — write the returned list ID into column B — skip rows where column C is blank or says 'existing'
Create lists, create tags, link tags to lists, and write all IDs back — in one shot
From 'Campaign Setup', create a HeyReach lead list for each row in column A — create tags for each unique value in column B — write list IDs into column C and tag IDs into column D — apply each tag to its corresponding list using the list ID in column C and tag ID in column D
Campaign infrastructure built from your existing planning worksheet, before the 10 AM meeting, without a single click in the HeyReach UI.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your ABM campaign plan lives. Ask it to provision HeyReach lists and tags from your worksheet and write the IDs back for reference. See also how to bulk import leads into your new lists or view the full HeyReach integration overview.