Update to Heap WebHook

Monday, December 7th, 2009

You can now create messages using Heap CRM's webhook. Just place a title and message variable inside the JSON payload instead of the person/prospect data and a message will be created. Further, the message body will be scanned for the same commands as e-mail messages.

An example payload might look like something like this:

{
"title":"Talked to the Client",
"body":"Spent time with client \n\n[category:Meetings]\n[event:+1 Week:Follow-up with client]"
}

Universal JSON WebHook in Heap CRM

Sunday, July 19th, 2009

In addition to supporting Shopify and MailChimp, Heap CRM supports a standard JSON payload posted to the WebHooks URL (it should be placed in the POST variable "json"). An example payload might looks something like this:

{
"name":"John Doe - ACME",
"title":"Owner",
"email":"john@doe.com",
"phone":"000.000.0000",
"mobile":"000.000.0000",
"fax":"000.000.0000",
"address":"123 Main St.",
"city":"Any Town",
"state":"WA",
"zip":"00000",
"country":"USA",
"website":"http:\/\/www.doe.com",
"notes":"Notes",
"categories":["Category One","Category Two"]
}

Heap is smart enough to just add new people and ignore duplicates.

Heap CRM integrates with Shopify

Monday, July 13th, 2009

You can now automatically include contact information collected via Shopify in Heap CRM. To setup, get your URL web hooks URL from the help page under integration. Then in Shopify under "Preferences" select "Email & Notifications":

Shopify Interface

Whenever you receive an order, Heap will use the e-mail to determine if the person is already in Heap. If so, it will create a new customer underneath the existing person. If the person does not exist it will be created:

Created Customer

If you create a category named "Accepts Marketing" any customer who selects that box during the checkout process will be placed in that category. Additional categories can be specified as a variable.