EngageBay Marketing + Heartbeat

Add new Heartbeat users to EngageBay Marketing as contacts

Effortlessly keep your EngageBay Marketing contact list up to date with this automation. Whenever a new user joins your Heartbeat app, their information will be instantly added or updated in EngageBay Marketing. With this workflow, you can save time and ensure accurate contact information for seamless marketing efforts.

When this happens...
New User
Triggers when a new user joins your community.
TriggerInstant
automatically do this!
Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
ActionWrite

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Supported triggers and actions

- Invitation Link
- Groups
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- Channel
- Trigger on Move?Required
Trigger
Instant
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- EmailsRequired
- GroupRequired
- Remove from sibling groups?Required
Action
Write

- Message (Plain Text)
- Message (Rich Text)
- Thread IDRequired
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving UserRequired
- Sending User
Action
Write

- NameRequired
- Description
- Members
- Parent Group
Action
Write
- GroupRequired
- EmailsRequired
Action
Write
- EmailRequired
Action
Search
New Company
Triggers when a new company is created.
Trigger
Polling
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New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- NameRequired
Trigger
Instant
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- t_fields
Trigger
Instant
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New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Polling
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Update Contact
Triggers when a contact is updates in your account.
Trigger
Polling
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Update Task
Triggers when a task is added in the EngageBay.
Trigger
Polling
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- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write
- Search QueryRequired
Action
Search

- Course
Trigger
Instant
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- Event
- User TypeRequired
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
Try It
- NameRequired
- Description
- Channel CategoryRequired
- PrivateRequired
Action
Write
- EmailRequired
Action
Write
- NameRequired
- Description
- Start TimeRequired
- DurationRequired
- LocationRequired
- Invited Users
- Invited Groups
Action
Write
- EmailsRequired
- InvitationRequired
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- ChannelRequired
- User
Action
Write
- TagRequired
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Polling
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New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Polling
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Polling
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- Field
Trigger
Instant
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- ListRequired
- LimitRequired
Trigger
Polling
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- Properties
Trigger
Instant
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Update Company
Triggers when a company is updated.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Polling
Try It
- SequenceRequired
- EmailRequired
Action
Write
- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
Action
Write
- FormRequired
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related Zap Templates

Add contacts to sequence in EngageBay Marketing when new courses are completed in Heartbeat

Add new Heartbeat group members to sequence in EngageBay Marketing automatically

EngageBay Marketing + Heartbeat

Add new Heartbeat users to EngageBay Marketing as contacts

Abandoned Invitation Link

New Event

On Group Join

New Thread

Add to Group

Create Comment

Send Direct Message

Create Group

Remove From Group

Find User

New Company

New Deal

Get Owners

Get Tracks

Instant New Form Submission

Ticket Created

New Unsubscribe

Update Contact

Update Task

Create Contact

Create Ticket

Create or Update Contact

Add Tag to Contact

Find Contact

Course Completed

New Event RSVP

New or Updated User

New User

Create Channel

Deactivate User

Create Event

Invite Users

Create Thread

Tag Added to Contact

New Contact

New Event

New Task

Instant Deal Update

New Contact in List

Ticket Updated

Update Company

Update Deal

Add Contact to Sequence

Create Event

Add Contact to Form

Remove Tag From a Contact

Unsubscribe From Emails

Find or Create Contact

About EngageBay Marketing

Related categories

Similar apps

Zapier Interfaces

About Heartbeat

Related categories

Related Zap Templates

Related Zap Templates