Heartbeat + Zoho CRM

Create new Zoho CRM entries from new Heartbeat event rsvps

Boost your customer relationship management efficiency with this smart workflow. Whenever there's a new event RSVP in your Heartbeat app, a module entry is promptly created in Zoho CRM. This seamless connection between Heartbeat and Zoho CRM saves you time, reduces manual entry, and ensures that your CRM is always up-to-date with the latest event attendee details. Capitalize on this workflow and turn your event attendees into potential leads without lifting a finger.

When this happens...
New Event RSVP
Triggers when someone RSVPs to an event.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- Invitation Link
- Groups
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- Channel
- Trigger on Move?Required
Trigger
Instant
Try It
- 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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Course
Trigger
Instant
Try It
- Event
- User TypeRequired
Trigger
Instant
Try It
New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
Try It
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or 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 Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Heartbeat + Zoho CRM

Create new Zoho CRM entries from new Heartbeat event rsvps

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 Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Course Completed

New Event RSVP

New or Updated User

New User

Create Channel

Deactivate User

Create Event

Invite Users

Create Thread

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About Heartbeat

Related categories

About Zoho CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces