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Heffl

ChatGPT plugin

Manage your CRM and operations

View in ChatGPT directory

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.

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Movement

From our daily snapshots over the last 30 days.

Rank by placement

#7832of 11,36018places up24h33places up7d
#7,527#7,680#7,833#7,986#8,139Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank in Business & operations

#1405of 2,0191places up24h5places down7d
#1,387#1,409#1,431#1,453Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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 & operations1,405th of 2,019 by placement
#PluginPosition7d
1403Listar#781734places up
1404LocallyIrish#781834places up
1405HefflThis page#783233places up
1406E-mployee Operating Model#784833places up
1407CBS SAP AI#786142places up

All 2,019 Business & operations plugins

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
Made by
Heffl · Website
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
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