The Scenario
The person who set up your HeyReach campaigns left the company three weeks ago. You inherited a target list with 1,200 leads sitting in a HeyReach list. Before you launch the next campaign wave, you need to know which of those leads are already in your CRM — because you do not want to send LinkedIn connection requests to existing customers — and whether there are any duplicates in the list itself.
The data exists. It's just locked inside HeyReach.
The bad version:
- Export the lead list from HeyReach as a CSV, open it in Google Sheets, and spend 20 minutes reformatting the column order to match your CRM export.
- Run a VLOOKUP or COUNTIF across 1,200 rows against your CRM extract to flag overlaps — which requires that your CRM export is also current and cleaned up.
- Identify duplicates by sorting the LinkedIn URL column and eyeballing repeats, then manually delete the duplicate rows before importing the cleaned list back.
There are 1,200 rows. Eyeballing is how errors get introduced. And the CRM export you're comparing against may already be three days stale.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands the data, and through its built-in HeyReach integration it can pull your full lead list, flag duplicates, and cross-reference against whatever else is already in the workbook.
Export all leads from HeyReach list ID 5678 and write their LinkedIn URL, first name, last name, company, and title into my sheet — one lead per row
What You Get
- All 1,200 leads land in your active sheet with five fields per row — LinkedIn URL, first name, last name, company, job title.
- Rows arrive in a consistent format, not whatever column order the HeyReach CSV export happened to use.
- You can immediately ask for deduplication or CRM cross-referencing in a follow-up prompt, or combine it with the export in a single ask.
What If the Data Is Not Quite Ready
You want duplicates flagged automatically on export
You don't want to sort and scan manually — you want the sheet to tell you which LinkedIn URLs appear more than once.
Pull all leads from HeyReach list ID 5678 — write LinkedIn URL, first name, last name, company, and title into my 'Lead Dedup' sheet — then add a column F marking rows as 'Duplicate' where the same LinkedIn URL appears more than once
You need to cross-reference against an existing CRM tab
Your CRM contacts are already exported into a tab called 'CRM Contacts' with LinkedIn URLs in column A. You want the HeyReach leads flagged where there's a match.
Export all leads from HeyReach list ID 5678 into my 'Lead Dedup' sheet — then add a column F that says 'In CRM' for any row where the LinkedIn URL matches a URL in column A of my 'CRM Contacts' tab
Some leads have missing fields and you want them separated out
Before the campaign launches, you want a clean working list and a separate tab for leads that need enrichment.
Pull all leads from HeyReach list ID 5678 — write them into my 'Lead Dedup' sheet — then move any row where company or title is blank into a separate tab called 'Needs Enrichment'
Export, deduplicate, cross-reference CRM, and flag incomplete records — in one pass
Export all leads from HeyReach list ID 5678 — write LinkedIn URL, first name, last name, company, and title into 'Lead Dedup' — flag duplicates in column F — flag CRM matches in column G using 'CRM Contacts' tab column A — flag rows with blank company or title in column H as 'Incomplete' — everything in one pass
Running it as one instruction means the sheet is audit-ready before you close the tab, not after three rounds of manual cleanup.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with your HeyReach list ID and a CRM export ready. Ask it to pull the leads, deduplicate, and cross-reference in a single prompt. See also how to bulk import leads back into HeyReach or view the full HeyReach integration overview.