Heartbeat + LeadConnector
Invite users in Heartbeat when pipeline stages are updated in LeadConnector
When the stage of a lead changes in LeadConnector, use this workflow to immediately send out invitations in the Heartbeat app. This automation ensures you are consistently engaging with potential clients, maximizing your user involvement in Heartbeat. It's an efficient way to maintain connectivity and boost your business interactions.
When the stage of a lead changes in LeadConnector, use this workflow to immediately send out invitations in the Heartbeat app. This automation ensures you are consistently engaging with potential clients, maximizing your user involvement in Heartbeat. It's an efficient way to maintain connectivity and boost your business interactions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- 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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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
