Heartbeat + LeadConnector

Deactivate users in Heartbeat when pipeline stages change in LeadConnector

Manage your sales pipeline and user access more efficiently with this automation. Once a stage change occurs in LeadConnector, it instantly provokes a corresponding stage shift in Heartbeat. This automated process enhances lead management efficiency and keeps the Heartbeat user directory up-to-date. Improve your team's productivity by eliminating manual cross-checks and updates.

Manage your sales pipeline and user access more efficiently with this automation. Once a stage change occurs in LeadConnector, it instantly provokes a corresponding stage shift in Heartbeat. This automated process enhances lead management efficiency and keeps the Heartbeat user directory up-to-date. Improve your team's productivity by eliminating manual cross-checks and updates.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    HeartbeatHeartbeat
    Deactivate User

    Deactivate a user on Heartbeat, preventing them from accessing your community

    ActionWrite
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Supported triggers and actions

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date of Birth

    Action
    Write
    • Workflow IDRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
    • Course

    Trigger
    Instant
    Try It
heartbeat logo
heartbeat logo

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.

Related categories

  • Communication
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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