Heap CRM and Google Voice

Thursday, January 28th, 2010

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.

Import Voice Mail in Torch Project Management

Thursday, August 20th, 2009

You can now forward in voice mail to Torch Project Management from services like Google Voice and have them associate to the proper project based on phone number. In Google Voice from the "more" menu you can select to e-mail the voice mail. Once Torch receives the message it will look at the phone numbers of the external users associated with each project and determine the proper place to import the message.

Search Phone Numbers and import Voice Mail in Heap CRM

Wednesday, August 19th, 2009

You can now search using part of a phone number in Heap CRM. Just like many fields, there is now a special bucket selector named phone. Here is an example search:

James phone: 509|206

This would find someone named James in the 509 or 206 area code. Despite its name, the phone bucket selector actually searches the phone, mobile and fax fields.

You can now also forward in voice mail from services like Google Voice and have them associate to the proper prospect based on phone number. In Google Voice from the "more" menu you can select to e-mail the voice mail:

Send Message to Heap

Which will be imported into Heap like so:

Google Voice in Heap