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Integrations

Heffl integrates with email providers, calendars, payment processors, and messaging platforms. Connect your tools to send emails, sync events, accept payments, and manage conversations without leaving Heffl.

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Connecting an integration

1. Go to Settings > Integrations
2. Find the integration you want to connect
3. Click Connect and follow the setup flow
4. Configure any required settings

Some integrations use OAuth (you’ll be redirected to sign in with the service), while others require manual configuration (entering credentials or API keys).

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Email integrations

Send emails directly from Heffl through your existing email account. Email integrations are used in automations, quotation/invoice sending, and direct communication.

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Gmail

Connect your Gmail or Google Workspace account to send emails from Heffl. Setup:

1. Click Connect on the Gmail integration
2. Sign in with your Google account
3. Grant Heffl permission to send emails
4. Your Gmail address is automatically detected

Supports: Multiple accounts per user.

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Outlook

Connect your Microsoft 365 or Outlook account. Setup:

1. Click Connect on the Outlook integration
2. Sign in with your Microsoft account
3. Grant Heffl read and send permissions
4. Your Outlook address is automatically detected

Supports: Multiple accounts per user.

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Zoho Mail

Connect your Zoho Mail account. Setup:

1. Click Connect on the Zoho Mail integration
2. Sign in with your Zoho account
3. Select your region and email address

Supports: Multiple accounts per user.

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SMTP

Connect any email provider using SMTP credentials. This gives you full control over your sending domain and is ideal for custom email servers. Setup:

1. Click Connect on the SMTP integration
2. Enter your SMTP server details:
   • Email address
   • From name
   • Host, port, encryption
   • Username and password
3. Heffl tests the connection automatically

For detailed SMTP setup instructions, provider-specific configurations, and troubleshooting, see the SMTP Integration Guide. Supports: Multiple accounts per user.

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Calendar integrations

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Google Calendar

Sync your Heffl tasks, calls, and meetings to Google Calendar. Events created in Heffl appear on your Google Calendar automatically. Setup:

1. Click Connect on the Google Calendar integration
2. Sign in with your Google account
3. Choose which activity types to sync:
   • Tasks
   • Calls
   • Meetings

Sync direction: One-way (Heffl to Google Calendar). Changes made in Heffl are reflected in Google Calendar. Supports: Multiple calendars per user.

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Calendly

Import Calendly bookings into Heffl as activities. When someone books a meeting through Calendly, Heffl automatically creates or links the contact. Setup:

1. Click Connect on the Calendly integration
2. Authorize Heffl to access your Calendly account

Supports: Multiple accounts per user.

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Payment integrations

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Stripe

Accept online payments through Stripe payment links on your invoices. Setup:

1. Click Connect on the Stripe integration
2. Complete the Stripe Connect authorization
3. Configure allowed payment methods:
   • Card
   • US Bank Account
   • Link (Stripe’s express checkout)

Once connected, you can generate payment links for invoices that customers can use to pay online.

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Messaging integrations

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WhatsApp

Bring your WhatsApp conversations into Heffl’s inbox. Send and receive messages, attach files, and link conversations to CRM contacts. Setup:

1. Click Connect on the WhatsApp integration
2. Scan the QR code with your WhatsApp app
3. Your WhatsApp conversations sync to the Heffl inbox

Features:

• Send and receive text messages
• Attach images, documents, audio, and video
• Automatic contact matching by phone number
• Conversation status tracking (Open, Closed, Snoozed)

Supports: Multiple accounts.

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LinkedIn

Manage LinkedIn messages alongside your other conversations in the Heffl inbox. Setup:

1. Click Connect on the LinkedIn integration
2. Sign in with your LinkedIn account
3. Your LinkedIn messages sync to the Heffl inbox

Features:

• View and reply to LinkedIn messages
• Link conversations to CRM contacts
• Manage conversation status

Supports: Multiple accounts.

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Accounting integrations

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Zoho Books

Sync your Heffl financial data with Zoho Books for accounting. Setup:

1. Click Connect on the Zoho Books integration
2. Sign in with your Zoho account
3. Select your Zoho Books organization
4. Configure field mappings:
   • Region
   • Organization ID
   • Tax ID
   • Location

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Managing integrations

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Reconnecting

If an integration loses its connection (expired token, changed password), you’ll see a reconnect option:

1. Go to Settings > Integrations
2. Find the disconnected integration
3. Click Reconnect and re-authenticate

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Disconnecting

To remove an integration:

1. Go to Settings > Integrations
2. Find the integration
3. Click Disconnect

Disconnecting removes the connection but doesn’t delete data that was already synced into Heffl.

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Integration types

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FAQ