EngageBay Marketing + Heartbeat

EngageBay Marketing + Heartbeat integrations

Add contacts to sequence in EngageBay Marketing when new courses are completed in Heartbeat

Boost your engagement effortlessly with this valuable workflow. When a course is completed in Heartbeat, it seamlessly adds a new contact to a sequence in EngageBay Marketing. This efficient & time-saving process helps ensure no learners slip through the cracks, enhancing your customer relationships and enabling a more personalized marketing approach.

When this happens...
Course CompletedTriggers when a user completes a course.
TriggerInstant
automatically do this!
Add Contact to SequenceAdds a contact to a sequence.
ActionWrite

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More things you can do with Heartbeat and EngageBay Marketing

Discover other triggers and actions you can use with Heartbeat and EngageBay Marketing

- Invitation Link
- Groups
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- Group
  Required
Trigger
Instant
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- Channel
- Trigger on Move?
  Required
Trigger
Instant
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- Emails
  Required
- Group
  Required
- Remove from sibling groups?
  Required
Action
Write

- Message (Plain Text)
- Message (Rich Text)
- Thread ID
  Required
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving User
  Required
- Sending User
Action
Write

- Name
  Required
- Description
- Members
- Parent Group
Action
Write
- Group
  Required
- Emails
  Required
Action
Write
- Email
  Required
Action
Search
New Company
Triggers when a new company is created.
Trigger
Polling
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New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- Name
  Required
Trigger
Instant
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- List
  Required
- Limit
  Required
Trigger
Polling
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- Properties
Trigger
Instant
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Update Company
Triggers when a company is updated.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Polling
Try It
- Sequence
  Required
- Email
  Required
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

- Course
Trigger
Instant
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- Event
- User Type
  Required
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
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- Name
  Required
- Description
- Channel Category
  Required
- Private
  Required
Action
Write
- Email
  Required
Action
Write
- Name
  Required
- Description
- Start Time
  Required
- Duration
  Required
- Location
  Required
- Invited Users
- Invited Groups
Action
Write
- Emails
  Required
- Invitation
  Required
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Channel
  Required
- User
Action
Write
- Tag
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Polling
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New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Polling
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Polling
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- Field
Trigger
Instant
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- List
  Required
Trigger
Instant
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- t_fields
Trigger
Instant
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New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Polling
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Update Contact
Triggers when a contact is updates in your account.
Trigger
Polling
Try It
Update Task
Triggers when a task is added in the EngageBay.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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Related categories

Marketing Automation

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Heartbeat

Heartbeat is a platform for online communities, where members can talk with each other, read content, and attend events all in the same place.

HelpHelp

Related categories

Communication

Related Zap Templates

Add new Heartbeat users to EngageBay Marketing as contacts

Add new Heartbeat group members to sequence in EngageBay Marketing automatically