History via JSON Webhook (Heap CRM)

Saturday, September 25th, 2010

A few months back, Heap CRM started storing a history of when a particular prospect changed transaction stage (type), probability or value. You have been able to see and search this info for a while. However, until now, you couldn't use this info from an external source. Now you can from the WebHook.

Just like set "searchpeople" to "true", to search people or "stats" to "true" to retrieve statistics information; you set "history" to "true" to retrieve history. This will result in something like:

[{
"date": "September 15th, 2010",
"type": "lead",
"probability": "0.4000",
"value": "100.0000",
"expectedvalue": "40.0000"
},
{
"date": "June 29th, 2010",
"type": "lead",
"probability": "0.4000",
"value": "100.0000",
"expectedvalue": "40.0000"
}]

Because this addition is to the WebHook, you can use this info in a whole bunch of places including Google Spreadsheets, your website, or really anywhere you can process JSON.

WebHook Developer Page >

Search Financial History (Heap CRM)

Friday, July 2nd, 2010

There is now nine new bucket selectors for Heap CRM's ever expanding search system:

history-type:lead|opportunity

Limits history records to leads and opportunities.

history-before: -5 weeks history-after: -4 weeks

Limits history records to between four and five weeks ago.

history-expected-value-greater-than: 500 history-expected-value-less-than: 2000

Limits search to history records with an expected value between (and including) $500 and $2000.

history-probability-greater-than: .25 history-probability-less-than: .7

Limits search to history records with a probability of success between (and including) 25 and 70 percent.

history-value-greater-than: 2000 history-value-less-than: 10000

Limits search to history records with a potential value between (and including) $2000 and $10,000.

Obviously, these are best used used together. For instance, let's say I want to find all customers created between June 20th and June 25th with an expected value greater than $200:

history-after: 6/20/2010 history-before: 6/25/2010 history-type:customer history-expected-value-greater-than: 200

Note: Starting on June 10th, 2010 Heap CRM started to store a history of when a prospect was converted from one type to another, the value was changed or the probability was changed. This is the second feature to use this data.