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.

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

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    HeartbeatHeartbeat
    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.

    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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