Have a creative set of sales activities? Helping others create an e-mail drip campaign? You can now import/export e-mail and event templates from Heap CRM:

These are just CSVs, so you can choose to create/edit them outside of Heap as well.

The Torch Project Management To-Do Chrome Extension and Heap CRM My Events Chrome Extension now alert when you are near an event:

The extension will also play a one-second drum sound.

Torch Project Management not includes an options to only view pinned items under messages and the calendar:

You can now choose to have a pop-up alert you of upcoming events in the mobile interface for both Heap CRM and Torch Project Management:

In addition to receiving commit information from Beanstalk, you can now receive deployment notifications in Torch Project Management. Just drop your Torch webhook url into your deployment settings. Then when you deploy:

It will create a message:

Just like any other webhook interaction, deployments are scanned for pin, time, expense, complete, event/task and category instructions (as many as you want).

You can now much more easily send your WuFoo forms to Torch Project Management. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url.

2) Fill out the form. Enter the Torch field you want the data to land in:

3) Torch detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Torch. This method works with any web app that supports a remap or HankshakeKey field.

You can now much more easily send your WuFoo forms to Heap CRM. Heap’s WebHook can create a person, prospect or message depending on what fields you send. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url:

2) Fill out the form. Enter the Heap field you want the data to land in. If the WuFoo “special” form field doesn’t allow you to do that, just enter valid example content (e.g any valid e-mail, any valid phone number, etc.):

3) Heap detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Heap. This method works with any web app that supports a remap or HankshakeKey field.

You can now apply/fire an event template against multiple prospects at once in Heap CRM:

Just like an import, export or email, this applies to what you are looking at. So if you apply this to the all leads view, it will fire the event template against all leads (i.e. you probably don’t want to do this). If you are looking at a particular category, it will fire against that category and if you are looking at a particular managing user it will fire on the transactions where the selected user is a managing user.

Torch Project Management’s budgets have been enhanced with two new features: User specific budgets and the ability to view tasks. Now when you start digging into what a specific user is doing, you can set a budget for them on a particular project or category (it defaults to the budget for the project/category before you set it). This is separate from the budgets on the category/project itself, however, you set it the same way, just click the edit button next to the line.

You can also now view the tasks by just clicking on the red task count:

Once the pop-up is open you can complete the event, pin the event, e-mail the pinned users or open the event. This pop-up is available as you dig into a project, category, user, etc. So you can be very specific about what you are looking at.

Today, we are releasing a few new features to help make our power users even more productive in Heap CRM. There is a total of five new e-mail commands:

[template:Name of event template]

Fires an event template against the associated prospect

[add category: Name of Category]

Adds a category to the associated prospect

[remove category: Name of Category]

Removes a category from the associated prospect

[add user: Name of User]

Adds a managing user to associated prospect

[remove user: Name of User]

Removes a managing user from the associated prospect

All of these commands can be included in e-mail messages sent to message+… and event+…. You can have as many of each as you want.

Additionally, these commands can be included in E-Mail templates (or any e-mail sent out of Heap), messages sent to the WebHook and much more. (This means you can have an e-mail template fire an event template which in turn creates more events that fire another event template; our number one feature request from our power users)