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# Heartbeat Overview

Connect your Heartbeat account to easily add users to your community and manage member access from purchases and automations in Spiffy.

**Here’s a rundown of the powerful features you will have available:**

- **Customer Information Sync**
    Basic customer info will automatically sync to Heartbeat
- **Checkout & Purchase Automation**
    Set up automation triggers for checkouts, upsells, billing and more, add users or grant/revoke access. [Learn More →](https://university.spiffy.co/automation/intro-to-automations.md)

## How to Connect Heartbeat

Before getting started, you will need an **API key** from your Heartbeat account. You can find this in Heartbeat under **Settings** > **System** > **API** **Keys**.

Select **Create API Key**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-Create-API-Key.png)Add a descriptive label to your API key, so you know this key was created specifically to connect to Spiffy. Click **Create**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-API-Key-label.png)A unique series of characters will appear. Select **Copy**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-copy-API-Key.png)Back in Spiffy, click **Account Settings** > **[Integrations](https://app.spiffy.co/settings/integrations)**, and select **Heartbeat** from the list of available integrations.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-tile.png)In the box that appears, input your **API Key**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-integration-settings-1.png)In the dropdown, select a **Default Role** to be applied to users that are added to your Heartbeat community. Select **Save Settings**.

You’ve now connected your Heartbeat account to Spiffy, don’t forget to set up **Automations**!
**[Learn more about Automations →](https://university.spiffy.co/automation/intro-to-automations.md)**

## Automation Actions

Once you’ve connected your Heartbeat account you will now be able to:

- Add / Remove User
- Add to / Remove from Group/Course
- Send Direct Message

![](https://university.spiffy.co/wp-content/uploads/2026/07/Heartbeat-integration-actions.png)
