How to Send Invitations to Heartbeat Users from Google Sheets Using Pabbly Connect

Learn how to send invitations to Heartbeat users from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send invitations to Heartbeat users from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL Pabbly.com/connect. Here, you can either sign in if you already have an account or click on ‘Sign up for free’ to create a new account.

Once you sign up, Pabbly Connect provides you with 100 free tasks every month, allowing you to explore its features. After logging in, navigate to the ‘All Apps’ section, where you can find various products offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Send Emails to New Heartbeat Users from Google Sheets’ and select the appropriate folder for your workflow.

• Name your workflow clearly to identify its purpose.
• Choose a folder for better organization.

After naming the workflow, click on ‘Create’. This will open two windows: one for the trigger and another for the action. In this case, Google Sheets will serve as the trigger application, while Heartbeat will be the action application. Understanding this setup allows you to automate the process effectively using Pabbly Connect.

3. Setting Up Google Sheets as the Trigger

To set up Google Sheets as the trigger in Pabbly Connect, select Google Sheets from the list of applications. The trigger event will be ‘New or Updated Spreadsheet Row’. This means that every time a new row is added to the Google Sheet, it will trigger the workflow to send an invitation.

Once selected, a webhook URL will be generated. Copy this URL and head over to your Google Sheets. In your Google Sheet, navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Install the Pabbly Connect Webhooks add-on to integrate with Google Sheets.
• Ensure to refresh your Google Sheets to access the add-on.

After installation, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Here, paste the copied webhook URL and specify the trigger column (Column C for the email). Click on ‘Send Test’ to ensure that the setup is correct. If successful, you will receive a confirmation in Pabbly Connect.

4. Configuring Heartbeat as the Action Application

Now that Google Sheets is set up, it’s time to configure Heartbeat as the action application in Pabbly Connect. Select Heartbeat and choose the action event ‘Send Invitations to Users’. This action will send email invitations to the users whose details are captured from Google Sheets.

Click on ‘Connect’ and choose to add a new connection. Here, you will need to enter the API key from your Heartbeat account. To get the API key, go to your Heartbeat account settings, navigate to the API keys section, and generate a new key.

Access your Heartbeat account settings to generate a new API key. Copy the API key and paste it into Pabbly Connect.

Once the connection is established, you will need to map the email field to ensure that the invitation is sent to the correct user. Click on ‘Save and Send Test Request’ to check if the setup works correctly. If successful, you will see a confirmation message indicating that the email invitation has been sent.

5. Testing the Integration Workflow

To test the entire workflow you’ve set up using Pabbly Connect, return to your Google Sheets and add a new row with the user’s first name, last name, and email address. This should automatically trigger the workflow and send an invitation email to the specified address.

After adding the new row, check the recipient’s inbox to confirm that the invitation email was received. If everything is set up correctly, the user will receive an email inviting them to join your Heartbeat community.

Ensure that the email address is valid to receive the invitation. Repeat this process to test with different users.

With successful tests, your integration is complete. Now, every time a new user is added to the Google Sheet, they will automatically receive an invitation through Heartbeat, showcasing the power of automation with Pabbly Connect.

Conclusion

In this tutorial, we explored how to send invitations to Heartbeat users from Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage user invitations without manual intervention. This integration streamlines your workflow, ensuring seamless communication with new users.