How to Add Heartbeat Community Users to Google Sheets & Send a Welcome Message Automatically Using Pabbly Connect

Learn how to automate adding Heartbeat community users to Google Sheets and sending welcome messages using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of adding Heartbeat community users to Google Sheets, you need to access Pabbly Connect. Go to the Pabbly Connect website by typing Pabbly.com/connect. If you’re a new user, sign up to create an account and receive free tasks to test this automation.

Once signed in, you will be directed to the dashboard. Click on the blue button labeled ‘Create Workflow’ to begin setting up your automation. Name your workflow something descriptive, such as ‘Send Email to New Members of Heartbeat Community’. This will help you identify the workflow later.

2. Setting Up the Trigger Event in Pabbly Connect

The first step in your automation is to set up the trigger event in Pabbly Connect. For this integration, select the application ‘Heartbeat Community’ as your trigger. Choose the trigger event ‘New User’ to activate the workflow whenever a new user signs up.

• Select ‘Heartbeat Community’ as the trigger application.
• Choose ‘New User’ as the trigger event.
• Copy the API key from your Heartbeat software and paste it into Pabbly Connect.

After pasting the API key, click on the blue button labeled ‘Save and Send Test Request’. This will allow you to capture the response from Heartbeat and ensure the connection is successful. You can then proceed to test the integration by signing up as a new user in Heartbeat.

3. Adding Users to Google Sheets Using Pabbly Connect

Once the trigger is set, the next step is to add the captured user details into Google Sheets through Pabbly Connect. Select ‘Google Sheets’ as your action application. Choose the action event ‘Add New Row’ to insert new user data into your spreadsheet.

Connect your Google Sheets account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Google Sheets. After the connection is established, select the specific spreadsheet where you want to store the user information. Make sure your Google Sheet has the appropriate columns set up for the user data you wish to collect.

• Select the spreadsheet that contains the user information.
• Map the fields such as Name, Email ID, Role, and Join Date from the Heartbeat trigger to the corresponding columns in Google Sheets.
• Click on ‘Save’ to finalize the action.

After mapping the fields, click on the button to save your changes. The user details will now be automatically added to your Google Sheets whenever a new user joins the Heartbeat community.

4. Sending a Welcome Message Automatically

With the user data now being captured in Google Sheets, the final step is to send a welcome message to the new user using Pabbly Connect. Again, select ‘Heartbeat Community’ as the action application and the action event as ‘Send Direct Message’.

Click on the ‘Connect’ button to link your Heartbeat account. Once connected, you will need to create the message you want to send. You can customize the message to include the new user’s name, ensuring it feels personal. Map the name field from the trigger to the message template to dynamically insert the user’s name.

Compose a welcome message, such as: ‘Welcome to Pabbly Connect’s community!’ Map the recipient’s name and the sender’s name in the message configuration. Click on ‘Save and Send Test Request’ to send the message.

Upon successful execution, the new user will receive a direct message welcoming them to the community. This completes the automation process using Pabbly Connect.

5. Conclusion: Automate Your Community Engagement with Pabbly Connect

In this tutorial, we explored how to automate the process of adding Heartbeat community users to Google Sheets and sending them a welcome message using Pabbly Connect. By setting up triggers and actions, you can efficiently manage user data and enhance communication with your community.

Utilizing Pabbly Connect not only streamlines your workflow but also ensures that your community members feel welcomed and engaged right from the start. Start automating today and experience the benefits of seamless integration!