Connect Salesflare and Heartbeat
Integrate Salesflare with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Salesflare + Heartbeat flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesflare
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Created
Choose an action
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Add user to group in Heartbeat when New Account in Salesflare
Use this flowCreate a Group in Heartbeat when New Account in Salesflare
Use this flowRemove User from Group in Heartbeat when New Account in Salesflare
Use this flowFind User in Heartbeat when New Account in Salesflare
Use this flowCreate a Channel in Heartbeat when New Account in Salesflare
Use this flowCreate a Thread in Heartbeat when New Account in Salesflare
Use this flowCreate a Comment in Heartbeat when New Account in Salesflare
Use this flowCreate a Event in Heartbeat when New Account in Salesflare
Use this flowDeactivate User in Heartbeat when New Account in Salesflare
Use this flowInvite Users to Heartbeat when New Account in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between Salesflare and Heartbeat.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Created
Runs when new workflow step created
New Event
Triggers when new events are created.
Do thisActions
Action is the task that follows automatically within your Salesflare integrations.
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a person by ID, name, or account.
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesflare and Heartbeat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Salesflare and Heartbeat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Heartbeat. No coding required.
Yes. You can set up a workflow where Salesflare triggers actions in Heartbeat, and a separate workflow where Heartbeat triggers actions in Salesflare. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Salesflare and Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesflare and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
