Heap’s webhook is really smart. Basically, no matter what you throw at it, it will do something intelligent. All it really needs is to know is what you are sending. How do you do this in MailChimp? Well, you just need to “tag” the field with the field name in Heap; this is what it would look like with the notes field:

Not only can you save to any contact field (or transaction field if you decide to create a prospect) but you can also save into custom values:

And if you need to post predefined values, you have the option to make a field hidden:

If you are posting to the Heap CRM WebHook, you can now post to custom values: Just place the value in a POST or JSON field named the same thing as your custom value field name. If the custom value field name is something like “Referral Name” that can’t be sent over POST or JSON, just remove the spaces from the field name (e.g., “ReferralName”).

When you are viewing budgets in Torch Project Management, you now see the number of incomplete tasks next to each item:

On project and categories you see the total number of tasks (bottom half of the screen). However, as you drill down through the people you see tasks that they have pinned (top half of the screen). This allows you to not only see the progress of the project but also detect under/over usage of certain employees.

You can now quick edit a person when you see them in any list (on the people page, in search results and in the related people list) in Heap CRM. Just click on the small edit button on the top:

Make your changes and click the checkmark at the top:

Much like the quick edit feature in messages, this doesn’t replace the main person page (obviously) but if you are just trying to fix a phone number it should be faster.

You can now see/edit the pin condition of other users on events/tasks in Torch Project Management. On any event/task, regardless if it is on the calendar, in message search results, in your task drawer, etc, you will see a sideways pin at the end. If you click on it, a pop-up containing all of the other users will the pin state will appear (click on the pin to change the condition):

Remember, you can also see the pin condition of other users on messages by going to the message detail page.

There is new type of user in Torch Project Management: Limited Internal User. These users are intended for temporary workers in your company. Unlike internal users, they only have access to projects you assign them to.

Like standard internal users, they can enter time and expenses and a standard/admin internal user can import that information onto an invoice. However, limited internal users can’t export time and expenses and they can’t create bids, invoices or see budgets.

When you are creating/editing an internal user, you will now see this drop down:

WebHooks in Torch Project Management are really flexible; Google Apps Scripts are really flexible. We’ve used this combination to help track bugs.

We have a feature in Heap CRM called “Search Reports.” It’s a really complicated feature. That’s why we have a feedback form on the bottom. But, people put all sorts of things in this form: feature requests, confusion about the way things are calculated, etc. While we need these things they are obviously not as important as an actual error. In that case I want the message pinned to me and I want a task setup. I do this by simply including:

[category:Search Reports: Bug]
[pin:Ben Smith]
[event:Possible Search Report Bug]

in the webhook payload when the script detects the word “bug” or “error”. The full example is here.

I hope this gets you thinking about the tasks in your workflow that could be automated; you might be able to do it with a webhook.

Heap CRM has imported Google Voice Mail and SMS messages for some time now. When you e-mail a message Heap uses the from phone number to search the prospects and attempt to make an association.*

But, as of the 25th of January, the integration got whole lot better. With the use of the Google Voice Chrome Extension all phone numbers are remapped to Google Voice:

* Actually, there isn’t anything special about Google Voice, Heap always tries to make associations based on phone numbers it detects in e-mail messages.

You can now address bids and invoices to people who are not users. While we believe that the best way to keep you client involved is to give them an external users account (which is free), some customers have circumstances where providing the client access is impractical. Now you can just manually enter the customers address:

Using the “My Events in Heap CRM” Chrome Extension, users of Heap CRM can view, filter and add event entries without having to open the Heap CRM web interface. Simply type in the filter box at the top to search event entries, check the box next to the item to mark it as complete, or press the plus to add new events.

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

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