Heartbeat + LeadConnector

Create and manage opportunities in LeadConnector for new or updated users in Heartbeat

Simplify the management of your customer relationships with this integration. Whenever there's a new or updated user profile in the Heartbeat app, it will automatically add or revise an opportunity in your LeadConnector platform. This seamless process helps you in managing and updating your leads, saving you time and ensuring that your data is always accurate.

When this happens...
New or Updated UserTriggers when a new user joins your community or their information is updated.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Heartbeat and LeadConnector

Discover other triggers and actions you can use with Heartbeat and LeadConnector

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

- Message (Plain Text)
- Message (Rich Text)
- Thread ID
  Required
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving User
  Required
- Sending User
Action
Write

- Name
  Required
- Description
- Members
- Parent Group
Action
Write
- Group
  Required
- Emails
  Required
Action
Write
- Email
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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
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- Event
- User Type
  Required
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
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- Name
  Required
- Description
- Channel Category
  Required
- Private
  Required
Action
Write
- Email
  Required
Action
Write
- Name
  Required
- Description
- Start Time
  Required
- Duration
  Required
- Location
  Required
- Invited Users
- Invited Groups
Action
Write
- Emails
  Required
- Invitation
  Required
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Channel
  Required
- User
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

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.

HelpHelp

Related categories

Communication

About LeadConnector

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Heartbeat + LeadConnector

Heartbeat + LeadConnector

Create and manage opportunities in LeadConnector for new or updated users in Heartbeat

More things you can do with Heartbeat and LeadConnector

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