How to Send Invitation to Heartbeat User from Google Sheets Using Pabbly Connect

Learn how to automate sending invitations to Heartbeat users from Google Sheets using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send invitations to Heartbeat users from Google Sheets, first, access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you can sign in if you already have an account or sign up for free if you are a new user.

After signing in, you will be directed to the all-apps section. From there, click on the option to access Pabbly Connect, where you will find the dashboard for creating your automation workflows.

2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, you can create a new workflow for sending email invitations. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For example, you can name it ‘Send Emails to New Heartbeat Users from Google Sheets’.

• Provide a name for the workflow.
• Choose a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The trigger defines when the workflow starts, and the action defines what happens when that trigger occurs. In this case, the trigger will be Google Sheets, and the action will be Heartbeat Chat.

3. Setting Up Google Sheets as Trigger

In this step, select Google Sheets as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added to your Google Sheets.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Now, go to your Google Sheets, and under ‘Extensions’, find the option for ‘Add-ons’ and click on ‘Get Add-ons’.

• Search for ‘Pabbly Connect Webhooks’ and install the add-on.
• After installation, refresh your spreadsheet.
• Access the add-on from ‘Extensions’ > ‘Pabbly Connect Webhooks’.

In the initial setup, paste the copied webhook URL and set the trigger column to the last column with data. This ensures that whenever data is added up to that column, the entire row will be sent to Pabbly Connect.

4. Configuring Heartbeat as Action

Now that your trigger is set up, it’s time to configure the action. Select Heartbeat as your action application in Pabbly Connect. The action event you will choose is ‘Send Invitations to Users’. This action will automatically send email invitations to users based on the data received from Google Sheets.

Next, click on ‘Connect’ and select ‘Add New Connection’ to create a new connection with your Heartbeat account. You will need to enter an API key, which you can generate from your Heartbeat account settings. After generating the API key, return to Pabbly Connect and paste the key into the required field.

Navigate to your Heartbeat account settings. Find the API key option under admin settings. Generate and copy your new API key.

After saving the connection, you will need to map the email address field from the Google Sheets response to the Heartbeat invitation email field. This mapping ensures that the correct email address is used for each new user.

5. Testing the Workflow

With the workflow configured, it’s time to test it. Go back to your Google Sheets and add a new row with the first name, last name, and email address of a new user. As soon as the new row is added, Pabbly Connect will trigger the workflow and send an email invitation to the specified address.

Check the email inbox of the new user to confirm that they received the invitation successfully. If the email is received, your automation is working perfectly. You can repeat this process for any new users by simply adding their details to the Google Sheets.

In summary, using Pabbly Connect, you can automate the process of sending invitations to new users in Heartbeat directly from Google Sheets, streamlining your workflow and ensuring no one is missed.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending invitations to Heartbeat users from Google Sheets. By following the steps outlined, you can efficiently manage user invitations without manual effort.