Change Categories, Managing Users and Fire Templates all over E-Mail (Heap CRM)

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)

5 Responses to “Change Categories, Managing Users and Fire Templates all over E-Mail (Heap CRM)”

  1. Ryan Hartman Says:

    How do we add these commands to a webhook url... is there an example somewhere? Thx.

  2. Ryan Hartman Says:

    Think I got it mostly figured... except can't seem to get it to attached to a user?

    Here's the last one I tried: http://homeownershipuniversity.crmondemand.biz/webhooks.php?token=%xxxxxxxxx%24nkar&loginid=6532&category=LOSSCHANG&value=0&probability=0&adduser=Ryan

    ("Ryan" at the end is the username in heap. I've also tried "user")

    Much thanks...

  3. Ben Says:

    Hi Ryan -

    These are e-mail/message commands, not person/prospect commands. So they apply when adding a message over a webhook (you can add them to the message body), not when adding a prospect or person.

    When adding a *prospect* over a webhook, the user originating the request is automatically added as a managing user. To see the fields you can send to the webhook for people and prospects take a look at the docs here:

    http://developer.wbpsystems.com/index.php?parent=heapjson

    You can also send any custom values you have.

    BTW: While sending variables over GET is supported by the WebHook, it is not recommended. URLs have length and character limits that POST variables or JSON payloads lack. Unless there is no other way to send the data, it is best to use one of the other two methods.

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