Using Heap CRM from LaunchBar

Do you use both LaunchBar and Heap CRM? Check this out:

Let's say you want to create an event; just invoke LaunchBar and type "heap" and the following event command:

The event is now created in Heap.

What else can you type?

complete: Event Name
Marks the event "Event Name" complete

search: John Doe category:clients
Performs a prospect search (all search operators are available) and saves the result to your desktop as a CSV.

searchpeople: ACME user:james
Performs a person search (all search operators are available) and saves the result to your desktop as a CSV.

history: John Doe
Lists the transaction history events on the prospect "John Doe" and saves the result to your desktop as a CSV.

stats: John Doe
Lists the transaction statistics on the prospect "John Doe" and saves the result to your desktop as a CSV.

templates or emailtemplates
Saves your event templates to your desktop as a CSV.

Edit: Added March 23rd: events
Retrieves all relevant uncompleted events that you own or are associated to one of your prospects and saves the result to your desktop as a CSV and TXT.

You can also filter email templates or events. For instance you might type “events Jane Doe” to get just the events associated to Jane Doe.

How to Install:

Download this AppleScript and move it into the "Actions" folder within your LaunchBar install (~/Library/Application Support/LaunchBar/Actions). Prior to installing this script you must have HeapCL installed with your path variable set.

Video:

MP4 >
WEBM >
Theora >

Download:

Download Script >
HeapCL >

One Response to “Using Heap CRM from LaunchBar”

  1. WBP SYSTEMS / Weblog » Blog Archive » Using Heap CRM from Alfred Says:

    [...] you use Alfred and Heap CRM? Now, just like LaunchBar or QuickSilver, you can interact with Heap directly from within [...]

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