Integrations

MarketSharp

• Showing the Right Lead Sources on Your Appointment Form (MarketSharp)

Postmark

• Email Inbox: Reply Tracking in Heavyset

Salesforce

• Configure Salesforce for API Access
• Salesforce OAuth 2.0 Client Credentials Setup for HeavySet (Production Guide)

HubSpot

• How to Set Up HubSpot as a Secondary Integration in HeavySet Tech
• Importing HeavySet Leads and Activity into HubSpot

Other CRM Integrations

• Add notes to a lead in your CRM when an SMS message is sent or received?
• BuilderPrime CRM: Appointment Confirmation Logic in Heavyset AI
• Configure RingCentral for SMS in Heavyset
• Configuring LeadPerfection Integration Slot Times
• Configuring LeadPerfection Schedule Time Slots
• Connecting HeavySet Tech to Convertros

See all 28 articles

improveit360

• Restricted Sources — ImproveIt 360 Only
• Confirmed By Field for i360 AI Confirmation
• Convert Face-to-Face Leads into Appointments Easily with HeavySet Tech and improveit360
• How to Use URL Parameters to Specify Lead Source and Source Type in Appointment Scheduling (For improveit360 Users)