Heap CRM Functions in Google Spreadsheets with Google Apps Scripts

When you install Google Apps Script, you have two methods of using it:

  1. You can initiate functions from the menu
  2. You can type in the custom function names directly, just like any formula

This is a reference of the available function names in Heap CRM’s Google Apps Scripts.

Heap CRM Prospect Search Functions

  1. =AverageExpectedValue(search)
  2. =TotalExpectedValue(search)
  3. =NumberOfItems(search)
  4. =MessagesStats(prospect name)
  5. =EventsStats(prospect name)
  6. =HistoryStats(prospect name)

If I wanted to specify a parameter value directly, I might type something like:

=HistoryStats("John Doe")

But I also might reference a cell:

=HistoryStats(C9)

Heap CRM Report Functions

  1. =Activity(kind,type,date,range,category,user,my label,label)
  2. =Pipeline(kind,type,category,user,my label,label)

Where “kind” can take the values “expected value”, “value” and “count”, type can take the values “lead”, “opportunity” and “customer”, range can take the values “week”, “month” and “year”. Category, user, label and my label filter the report to a specific category, managing user, label or one of your labels. Date specifies the date for the activity window.

If I wanted to specify a parameter value directly, I might type something like:

=Pipeline("value","lead")

Any parameter you don’t specify is assumed to be blank. I also might reference a cell:

=Pipeline("value","lead", C9, "John Doe")