Getting Heap and Torch Data from Google Docs

Sunday, January 17th, 2010

One of the great things about Google Docs spreadsheets is how easy it is to add functionality. Google Apps Scripts allows you to write your own functions in JavaScript, right within in the spreadsheet. And now you can retrieve data from Heap CRM and Torch Project Management directly from the script.

Here is a sample worksheet:

You will notice that I have two menus (each with two options). However you can also interact with this data as a formula like so:

And in every other respect they are just spreadsheet cells. So here I've used the functions to reference the user name and category cell and then just filled the columns:

The reverse is also possible. You could use a script to retrieve data in a spreadsheet and post it to Heap and/or Torch. One use case is when using Google Forms you could have all or part of a form submission automatically posted to Heap or Torch.

The developer documentation and sample code is here:

Torch WebHook >
Heap WebHook >

Heap CRM Now Supports Google Docs

Tuesday, July 1st, 2008

You can now link, create and upload Google Docs directly from Heap CRM (which also means you can tie them to particular leads, opportunities, customers and archives).

Here is the box you see when you post a message:

Click on the "Add a Google Doc" button:

From here you can link to an existing Google Doc, or create a new document, spreadsheet or presentation (these options are at the bottom of the drop down). Or you can click on "Upload a File" and switch to upload a Google Docs compatible file from your computer.

Clicking the "Link a File" link will switch you back to the list of Google Docs.

Before you can do any of this, you need to setup your connection to Google. From the messages page, look under the "Import" menu.

Click the "Setup Google Connection" button to allow Heap to access your Google Docs.