Heartbeat + LeadConnector

Add or update LeadConnector contacts when new group joins occur in Heartbeat

Boost your CRM efficiency with this seamless workflow. When a new member joins a group in the Heartbeat app, their information is instantly added or updated in the LeadConnector app. This automation ensures that your contact list is always current and accurate, saving you time on manual data entry and allowing you to focus on building valuable relationships.

When this happens...
On Group Join
Triggers when a user joins a group.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
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
- 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
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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
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- 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
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- 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.

Related categories

Communication

About LeadConnector

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

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Heartbeat + LeadConnector

Add or update LeadConnector contacts when new group joins occur in Heartbeat

Supported triggers and actions

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

Add/Update Contact

Add Lead to Workflow

Add Task

Course Completed

New Event RSVP

New or Updated User

New User

Create Channel

Deactivate User

Create Event

Invite Users

Create Thread

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About Heartbeat

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates