The Scenario
Your sales ops team is spinning up an account-based marketing campaign targeting eight verticals — healthcare, fintech, manufacturing, retail, SaaS, logistics, legal, and education. Each vertical gets its own HeyReach lead list. There are also five tags to create: "C-Suite," "VP+," "Director," "Manager," and "IC." All the names are already in a Google Sheet — list names in column A, tag names in column B.
The campaign builder meeting is tomorrow at 10 AM. The lists and tags need to exist in HeyReach before that meeting opens, or the builder can't link campaigns to them.
The bad version:
- Click into HeyReach's list creation UI, type in the first list name, save it, and write the returned ID into your planning doc by hand.
- Repeat seven more times for the remaining verticals, hoping you don't mistype any names.
- Switch to the tags panel, create each of the five tags one by one, and manually track the IDs.
Twenty-two clicks minimum, thirteen manual data entries, and a non-trivial chance of a typo in one of the list names that someone discovers three weeks into the campaign.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the planning data you've already put there and through its built-in HeyReach integration it can create lists and tags from your sheet — then write the returned IDs back so your planning doc stays current.
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 tabs to look up IDs later.
- The sheet becomes your source of truth for campaign configuration before the meeting starts.
What If the Data Is Not Quite Ready
Some list names have inconsistent formatting
Column A has a mix of title case, all-caps, and a couple with trailing spaces from a copy-paste into the sheet.
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 also need to create tags at the same time
Tag names are in column B and you want both the lists and the tags created in one pass.
Create a new 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
Some list names already exist in HeyReach and shouldn't be recreated
You're adding four new verticals to an existing eight, and you only want to create the lists where column C says "new."
From my 'Campaign Setup' sheet, create a HeyReach lead list for each row 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 — then apply each tag to its corresponding list using the list ID in column C and tag ID in column D
One prompt, one pass, campaign infrastructure ready before the 10 AM meeting.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your campaign planning lives. Ask it to create HeyReach lists and tags from your sheet and write the IDs back automatically. See also how to bulk import leads into your new lists or view the full HeyReach integration overview.