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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Deactivate User
Deactivate a user on Heartbeat, preventing them from accessing your community
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Invitation Link
Groups
Try It
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
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)
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
Course
Try It
