Heartbeat + Salesforce Integration

Integrate Heartbeat to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture new members, create leads in your CRM, update contact records, and alert your team automatically.

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1.
  • Heartbeat
    User is joined group in Heartbeat Instant
  • Heartbeat
    User is completed course in Heartbeat Instant
  • Heartbeat
    User profile is updated in Heartbeat Instant
  • Heartbeat
    User is join in Heartbeat Instant
  • Heartbeat
    User is created in Heartbeat
  • Heartbeat
    Thread is created in Heartbeat
  • Heartbeat
    Event is created in Heartbeat
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Heartbeat
    Invite users in Heartbeat
  • Heartbeat
    Add user to group in Heartbeat
  • Heartbeat
    Find user in Heartbeat
  • Heartbeat
    Deactivate user in Heartbeat
  • Heartbeat
    Remove user from group in Heartbeat
  • Heartbeat
    Send direct message in Heartbeat
  • Heartbeat
    Create thread in Heartbeat
  • Heartbeat
    Create group in Heartbeat
  • Heartbeat
    Create event in Heartbeat
  • Heartbeat
    Create channel in Heartbeat
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Heartbeat + Salesforce Integration

Capture new members, create CRM leads, update contact records, log account details, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Heartbeat Integration

Send Heartbeat message for new Salesforce record

Automatically sending a Heartbeat message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Heartbeat integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Heartbeat message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Heartbeat Integration

Send Heartbeat message for new Salesforce task

With this Salesforce - Heartbeat integration, whenever a new task is created in Salesforce, message will be sent via Heartbeat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Heartbeat Integration

Send Heartbeat message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of2
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Connect more apps to your Heartbeat + Salesforce flow

Sync member data to your CRM, notify your team on messaging apps, and keep all your operational tools updated automatically. Pick a combination and activate it in one click.

Heartbeat
Salesforce
+
HubspotHubspot (4)
+
SlackSlack (3)
+
ZoomZoom (2)
+
MailchimpMailchimp (2)
+
CalendlyCalendly (2)
+
Google WorkspaceGoogle Workspace (2)
H
S
H
Add every new Heartbeat user to Salesforce as a lead and create a matching contact in HubSpot.
New Heartbeat users appear in Salesforce as leads and sync to HubSpot instantly, eliminating manual data entry across platforms.
S
H
H
When a Salesforce task is created, add the user to a Heartbeat group and update the record in HubSpot.
Salesforce tasks trigger group assignments in Heartbeat and keep HubSpot records current without extra clicks.
H
S
H
When a Heartbeat course is completed, update the Salesforce opportunity and update the contact in HubSpot.
Course completions in Heartbeat instantly update your Salesforce pipeline opportunities and HubSpot contacts.
H
S
H
Create a Salesforce lead for every HubSpot contact and send a welcome direct message in Heartbeat.
New HubSpot contacts become Salesforce leads automatically while sending an immediate direct message to the user in Heartbeat.

Supported triggers and actions for Heartbeat and Salesforce

Mix and match to build the exact automation you need

Heartbeat
Heartbeat Triggers & Actions
Instant
User is joined group in Heartbeat
Activates when a user joins a group
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Instant
User is completed course in Heartbeat
Detects when a user finishes a course
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Instant
User profile is updated in Heartbeat
Triggers when a user updates their profile
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Instant
User is join in Heartbeat
Captures when a user joins a platform
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User is created in Heartbeat
Triggers the automation when a new user is created
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Thread is created in Heartbeat
Triggers the automation when a new thread is created
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Event is created in Heartbeat
Triggers the automation when a new event is created
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Invite users in Heartbeat
Sends out invitations to selected users to join your platform
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Add user to group in Heartbeat
Adds a user to a group
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Find user in Heartbeat
Locate and display user information with
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Deactivate user in Heartbeat
Disable user access and permissions
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Remove user from group in Heartbeat
Removes a user from a group
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Send direct message in Heartbeat
Sends a private message to a recipient
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Create thread in Heartbeat
Creates a new thread
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Create group in Heartbeat
Creates a new group based on particular criteria
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Create event in Heartbeat
Adds a new contact to the contact list
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Create channel in Heartbeat
Creates a new channel
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Heartbeat + Salesforce?

Streamline your community management and CRM workflows with automated data syncing.

What you can automate?
👥
Sync new members to your CRM
Create a Salesforce lead or contact automatically the moment a new user joins Heartbeat. Eliminate manual copying and keep your database fully updated.
📝
Capture every profile detail
Map custom member fields, emails, and names directly into Salesforce records instead of just basic contact info. Your CRM becomes a complete source for review.
🔔
Alert your team instantly
Send notifications to your sales or success channel the second a high-value member completes a course or joins a key group.
🔀
Route records based on member activity
Trigger different sales actions depending on which course a user completes or which group they join in Heartbeat.
🔄
Keep records updated in real time
Ensure profile changes in Heartbeat automatically update the corresponding contact or lead in Salesforce without manual intervention.
🔍
Find and update existing records
Search for existing records in Salesforce before creating new entries, preventing duplicate contacts and keeping your pipeline clean.
📋
Manage course completion milestones
Update Salesforce opportunities and tasks automatically whenever a member finishes a course or creates a new discussion thread.
🔗
Extend flows to messaging apps
Connect your Heartbeat and Salesforce core workflow with Slack or HubSpot to notify teammates and trigger multi-step actions.
And much more...

Who is Heartbeat + Salesforce integration for?

Community managers, sales teams, and operations leads sync member sign-ups and CRM data without manual data entry.

Operations Directors
Operations Directors
Sales Development Representatives
Sales Development Representatives
Customer Success Managers
Customer Success Managers
Community Operations Leads
Community Operations Leads
Account Executives
Account Executives
Revenue Operations Analysts
Revenue Operations Analysts
📈
Operations Directors
You're trying to track community engagement metrics in Salesforce, but member sign-ups only appear when someone manually exports user data, so the conversion reports you're reviewing are always outdated — this integration means every new member lands in your CRM instantly and your pipeline data stays current.
Sales Development Representatives
You need to reach out to active community participants quickly, but leads sit in Heartbeat unrecorded for hours until administrative batch updates happen — automating both apps means every new joiner creates a lead in Salesforce immediately so you can follow up while interest is high.
🤝
Customer Success Managers
You report on course completion milestones to enterprise clients, but tracking progress across platforms requires tedious manual lookups and constant cross-referencing — connecting these apps means course finishes update Salesforce records automatically and your client reporting is always ready.
📊
Community Operations Leads
The volume of new member registrations is too high for anyone to keep up with by hand, causing missed contact logs and fractured member records — with this integration, every profile update flows straight into Salesforce without requiring manual data entry.
🎯
Account Executives
You own the sales follow-up stage and depend on community managers to hand over engaged users before deals can progress — automating both apps means user interactions in Heartbeat generate immediate tasks in Salesforce so you never miss a handoff.
🔍
Revenue Operations Analysts
You need a reliable history of member engagement and purchase paths, but manual data transfers keep leaving gaps in your Salesforce audit trails — this integration means every thread and course event is recorded accurately in your CRM from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Heartbeat + Salesforce

Build and manage your Heartbeat + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Heartbeat + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Heartbeat to Salesforce?
Frequently Asked Questions
You can connect Heartbeat to Salesforce in 1-click using ready workflows on Integrately or by telling Integrately AI how you want your data handled. It links your community platform with CRM records alongside apps like Slack, HubSpot, and Google Workspace.
Can I automatically create a Salesforce lead when a new user joins Heartbeat?
Frequently Asked Questions
Can I connect Heartbeat, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Heartbeat and Salesforce?
Frequently Asked Questions
How does Heartbeat handle user profile updates in this integration?
Frequently Asked Questions
Can I update Salesforce opportunities when course events happen in Heartbeat?
Frequently Asked Questions
Do I need coding skills to automate Heartbeat and Salesforce?
Frequently Asked Questions
Is the Heartbeat and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Heartbeat or Salesforce With 1500+ Other Apps

Heartbeat
Popular Heartbeat Integrations
Connect Heartbeat to community platforms, event tools, and membership systems to manage engagement.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, billing, and support tools to keep business data aligned across your stack.