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Heffl connects to the tools you already use, so data flows between them instead of being entered twice. You manage everything from Apps & integrations in the sidebar. This page lists the available integrations by category and how to connect them.
Setting Up Workspace 3 1

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How integrations work

Open Apps & integrations to see two areas:
  • Installed apps, the Heffl modules already part of your workspace (CRM, Sales, Forms, Automations, Files, Field Service, and Purchases)
  • Integrations to connect, third-party services you can link to Heffl
Use the Search box to find an integration quickly. What connecting looks like Each integration opens its own Connect dialog. Depending on the service, you will either sign in and authorize Heffl, or enter account details such as an API key or credentials. Some, like Zoho Cliq, set up a bot or notification channel during the connect step. Follow the prompts and confirm to finish. Once connected, the integration moves into your installed apps and its data sync begins.

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Email

Connect an email account to send documents and messages from your own address, and bring email into the Inbox.
  • Gmail, connect your Gmail account
  • Outlook, connect your Outlook account
  • Zoho Mail, connect your Zoho Mail account
  • SMTP Server, connect your own mail server to send emails

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Messaging

Bring client conversations into Heffl’s Inbox and send messages from automations.
  • WhatsApp API, connect WhatsApp Cloud API to manage chats and send automation messages
  • LinkedIn, connect your LinkedIn account
  • Zoho Cliq, receive Heffl notifications as direct messages from a Zoho Cliq bot
These feed the unified Inbox. See Inbox: managing conversations.

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Payments

Let clients pay invoices online.
  • Stripe (Beta), accept payments online with Stripe
  • Telr, connect your Telr account
Once connected, payment options appear on shared invoices and in the client portal. See Setting up the client portal.

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Accounting

Sync your financial records to avoid double entry.
  • Zoho Books, connect your Zoho Books account
  • Wafeq, connect your Wafeq account

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Scheduling and booking

Sync meetings and bookings to your Heffl contacts.
  • Google Calendar, see and update Google Calendar events directly in Heffl
  • Calendly, sync Calendly bookings to Heffl contacts
  • TidyCal, sync TidyCal bookings to Heffl contacts
  • LunaCal, sync LunaCal bookings automatically when someone books through your LunaCal scheduling page
  • Cal.com, sync Cal.com bookings to Heffl contacts (coming soon)

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Meeting notes

  • Fathom, connect Fathom AI to sync meeting notes, summaries, and action items into Heffl

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Forms

  • Forms, connect your Forms account and set a webhook so form submissions flow into your workspace. See Creating and sharing forms.

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Disconnecting an integration

To disconnect, return to Apps & integrations, open the integration, and remove it. Disconnecting stops the data sync but does not delete data already in Heffl.

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What to do next

  1. Connect your email to send from your own address
  2. Connect WhatsApp or LinkedIn to use the Inbox
  3. Connect Stripe or Telr to accept online payments