Salesforce Integration

Track new community members, event attendance, and more in Salesforce.

Updated over a week ago

What Heartbeat's Salesforce Integration Does

What we pull

  • Events (HB users & zoom attendees with a matching email even if they're not an HB user)

  • Match-ups (Email & Call) - only known match-ups or self-reports

  • Voice calls - only counted if there's at least 2 people

Installation Steps

  1. Go /integrations

  2. click on "connect with SFDC"

  3. Login (you may already be logged in)

FAQs & Troubleshooting

Which contacts does Heartbeat sync?

We match based on email

Does Heartbeat override any SFDC info?


What data is stored?

Everything you'd expect β€” start/end time, name of event, attendees, time in event (stored in minutes under the DURATION field in the EVENT object).

How often is information synced?

At the top of every hour.

What if I have 2 contacts with the same email?

We recommend removing the duplicate contact to avoid issues with the integration.

Do you create new contacts?

No, but we are exploring this.

How is the data stored?

Voice calls, emails are stored as EVENTS and emails are stored as TASKS

Does Heartbeat read any data from SFDC?

No, we only search based on Heartbeat emails to map to a Salesforce contact, but no SFDC info is read or stored for any Heartbeat-SFDC actions.


Did this answer your question?