Manage your CRM and operations
Use Heffl to find and manage CRM records, clients, leads, deals, tasks, notes and reminders. Prepare quotations and client documents, create field-service jobs, build forms and read submissions, search internal wiki knowledge, and work with synced email and workspace settings. More
MCP connector Server URL https://api.heffl.com/api/mcpCopy Login OAuth Tools Reads data41 documents_ documents_ email_ email_ forms_ forms_ forms_ forms_ forms_ heffl_ heffl_ heffl_ heffl_ lostReasons_ lostReasons_ notes_ notes_ pipelines_ pipelines_ pipelines_ records_ records_ records_ records_ records_ records_ reminders_ sources_ sources_ tags_ tags_ taxRates_ taxRates_ users_ web_ web_ wiki_ wiki_ wiki_ zones_ zones_
Changes data16 documents_ forms_ forms_ forms_ lostReasons_ notes_ pipelines_ pipelines_ records_ reminders_ sources_ tags_ taxRates_ wiki_ wiki_ zones_
Deletes or can't be undone37 documents_ email_ email_ email_ forms_ forms_ forms_ forms_ forms_ forms_ leads_ lostReasons_ lostReasons_ notes_ notes_ pipelines_ pipelines_ pipelines_ pipelines_ pipelines_ pipelines_ records_ records_ records_ records_ reminders_ reminders_ sources_ sources_ tags_ tags_ taxRates_ taxRates_ wiki_ wiki_ zones_ zones_
Skills 8 in the ChatGPT listing
Get started Connect to Heffl and identify the selected CRM workspace when onboarding or when account or workspace context is unclear. Heffl crm Find, summarize, create, update, import, or delete records in a connected Heffl CRM workspace, including leads, clients, deals, tasks, notes, and reminders. Heffl documents Create and edit Heffl client documents, contracts, proposals or reports, and read or maintain internal wiki knowledge, SOPs and policies. Heffl email Read and triage Heffl synced email, save unsent mailbox reply drafts, or send an explicitly requested email from a connected account. Heffl field service Create field-service jobs, contracts, recurring maintenance visits, and customer properties in Heffl, or report on scheduled service visits. Heffl forms Build, edit, or inspect Heffl forms, surveys, booking or intake questionnaires, conditional logic, calculated variables, CRM mappings, and submissions. Heffl sales Create or update Heffl deals, convert leads, move opportunities between pipeline stages, and prepare quotations or estimates for clients. Heffl settings Inspect or change Heffl pipelines, stages, tags, sources, lost reasons, tax rates and field-service zones using the workspace configuration tools. 