Connect telecrm and Heap Analytics to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Track Event
Add User to Heap
Delete Users
Add User Properties
Ready to use telecrm and Heap Analytics automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
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Frequently Asked Questions
To start, connect both your telecrm and Heap Analytics accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Heap Analytics (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Heap Analytics. This includes choosing which data fields go into which fields of Heap Analytics, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Heap Analytics typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and Heap Analytics. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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