For those of you who use MailChimp you can now integrate incoming information into Heap CRM using WebHooks. To get your URL, go to your help tab and select integration:

For the particular list you want to integrate select “Settings:”

Then select “WebHooks:”

Paste your URL from Heap into this spot:

Now when someone signs up for this list that doesn’t exist in Heap, they will be added. If they update their profile your entry in Heap will be updated (and they will be added to categories based on interest groups they select in MailChimp). If they unsubscribe they will be removed from categories based on their interest groups.

Here are a couple small improvements in Heap CRM:

You can now use the same variables you use with e-mail templates and Google Docs within event templates:

Additionally, you can now visualize your report data using location information or any prospect level custom value:

You can now visualize your underlying data for both standard and advanced search reports in Heap CRM. Select “visualize” from list mode on the standard report or summery report in advanced search reports:

You will see a visualization report that looks like this:

You can also take the data directly into Google Docs to perform custom visualizations:

Example custom visualization:

Heap is also now a Google Visualization API data source. Which means you can analyze Heap data in numerous Google Visualization gadgets; you can even build your own. At the bottom of the advanced search report and report list you can copy this URL.

Heap CRM now supports gravatars and indicates what recipients will be notified of updates through e-mail alerts. Here is the new message details pages:

Gravatars also show up on people throughout the application:

What is a gravatar (from the gravatar site):

A gravatar, or globally recognized avatar, is quite simply an image that follows you from site to site appearing beside your name when you do things.

Other new feature: new message operators -

You can now update the value and probability of the associated prospect when sending in e-mail using these new operators:

[value: 1000]
[probability:.5]

Normally, I only post updates to our products on this blog. However, the following is effectively an update to Heap and Torch, we just can’t take credit for it.

Last night the Google Mobile team posted an update to the iGoogle for iPhone and Android. What this update means to Heap and Torch users is that the existing Heap and Torch gadgets now work on your mobile device.

This is the new iGoogle mobile page:

Then I select Torch:

To get to the iGoogle mobile page you have to select it off of the main iGoogle page:

Heap now has three twitter related features:

• Username detection in all text fields (it looks for sentences that contain statements like “twitter: username” or “twitter is username”)
• Twitter tag detection in all text fields (it looks for words starting with “#”)
• The Twitter drawer on the person page

Take a look at the person page:

When you click on the Twitter drawer you get a timeline that contains all the statuses from all the different accounts the person has:

With the new updated Google Gadget for Heap CRM you can use bucket selectors in search. Additionally the interface has been updated to match the Torch Gadget style.

Use of a bucket selector:

When you first install the Heap Gadget you will be required to enter a special URL. This URL is available in your Heap’s help section under integration:

The Heap Gadget is one of the new style “gadgets.*” which means it works in any OpenSocial container.

Add Heap Gadget to iGoogle >
More about Heap >

You can now receive an hourly activity report via e-mail as an alternative to RSS. In the message section (in both Heap and Torch) you will notice a button that says “E-Mail Alert”. This is a toggle. Just click on it and it will change:

You can also select a category first then click on the toggle. This allows you to select only the categories you are interested in.

You can also select individual messages. Just go to comments page and click here:

Specifically in Heap there is one more option. You can get E-Mail alerts for all messages and comments that are associated to a prospect where you are one of the managing users. Go to the dashboard and expand “Recent Prospect Activity”:

No matter how many different categories, specific messages or different projects (in the case of Torch) you turn on, all the new messages and comments will be bundled together in one e-mail that you can look at once an hour.

You can now save search results as reports. This means that given the bucket selectors in Heap CRM, you can run any conceivable report you want.

How do you use it?

First, do a search (any search). Then on the right side you will see this box:

Once you go to the reports tab you will see each search you’ve saved like this:

You can have as many or as few of the search reports expanded at a time. You can also export the data to CSV or Google Docs:

Why is it in beta?

First, this is the first feature we’ve released while in beta; this isn’t a “Google beta.” Second, this is the first pass at trying to solve a diverse set of problems. You’ll notice we’re collecting feedback at the bottom of the feature and we want to reserve the right to radically change it if that’s what the feedback suggests.

Make sure to review the new/updated bucket selectors here >

We’ve just introduced a lot more bucket selectors into Heap’s search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit all types of searches to items that were updated during a certain date range.

Lead-after:, lead-before:, opportunity-after:, opportunity-before:, customer-after:, customer-before:, archive-after: and archive-before:

Can be used to limit prospect searches to when the prospects were in certain stages of the sales pipeline.

Custom-value:

You can now search the person custom values and prospect custom values.

The find page has been updated with this information >