Heffl
ChatGPT pluginManage 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. Bundled skills guide schema discovery, record matching and workflow-specific details. Access requires a connected Heffl account and eligible workspace; tools respect account scopes, module permissions and record visibility. Writes take effect immediately when called. Reply drafts remain unsent; sending and destructive actions require the user’s authorization. Automation creation and payment processing are not exposed by this plugin.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Business & operations
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Business & operations1,458th of 1,570 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1456 | #8048 | — | |
| 1457 | #8050 | — | |
| 1458 | #8052 | — | |
| 1459 | #8057 | — | |
| 1460 | #8059 | — |
Example prompts
- “Show my upcoming reminders.”
- “Create a client intake form.”
- “Find my active deals.”
Skills
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.
- Categories
- Sign-in
- On Install
- Capabilities
- Manage CRM records and follow-ups, Prepare deals and quotations, Manage field-service jobs, Build forms and inspect submissions, Create documents and maintain wiki knowledge, Read and manage connected email, Manage workspace configuration
- Availability
- Available
- Version
- 1.0.0
- Keywords
- crm, sales, field-service, forms, email, documents
- Created
- October 6, 2026
- More info
- Sponsorship
- Promote this plugin