Invite new users in Heartbeat when new leads fill an optin form in Kartra
Easily streamline your workflow with this automation. When a new lead fills out an opt-in form in Kartra, this workflow will invite them to join through the Heartbeat app. By doing so, it enables efficient management of leads while saving you the time and effort of manually sending out invitations. Perfect for businesses aiming to maintain organized and timely communication with their potential customers.
Easily streamline your workflow with this automation. When a new lead fills out an opt-in form in Kartra, this workflow will invite them to join through the Heartbeat app. By doing so, it enables efficient management of leads while saving you the time and effort of manually sending out invitations. Perfect for businesses aiming to maintain organized and timely communication with their potential customers.
- When this happens...Lead Fills an Optin Form
Triggers when a lead fills in an optin form.
- automatically do this!Invite Users
Send an email to new users, inviting them to join Heartbeat. If a pre-approved invitation link is selected, the email will be approved automatically.
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