Connectors and Integrations

Share questions about connecting Heap with your other applications and get support from the community

  • 30 Topics
  • 53 Replies

30 Topics

Lane
Community Manager
LaneCommunity Manager
published in Connectors and Integrations

Using Heap data to power customer health score

I recently posted a blog with one of our partners, Catalyst, on how I’ve created and tested Heap’s health score over the past several years. Wanted to share with the Heap Community to start a conversation around best practices for getting your product usage data from Heap into a normalized and actionable format. We use our Health score at Heap to help CSMs, AMs, Support Engineers, and Scaled Adoption team prioritize outreach, trigger automated campaigns, and forecast renewal and expansion. Here’s the full-length post that I did with Catalyst last week. Highlights & key takeaways:Start with your key usage metrics Get those key metrics right from your Heap data! (see below) Determine the timeframe for aggregation (start with a month) Sync them into Catalyst (or another CS management tool, like Salesforce) Use Snowflake to aggregate + Sync Or use Heap’s SFDC connector (example: how to set that up) Avoid the temptation to over-engineer the score Observe how the score works for

3011
LinG
Heap Champion
3 months ago
P
paullNew Member
asked in Connectors and Integrations

For SendGrid integration, what are the minimum permissions for the API Key?

Trying to set up a SendGrid API Key for integration with Heap and I want to know what the minimum setting would be. They are not called out in the help document.

1
P
27 days ago
Y
Yaara_LivecycleKnown Participant
asked in Connectors and Integrations

Hubspot data-out integration

HiFollowing the October-22 announcement on the Hubspot data out integration becoming GA - how do I activate it?I’ve been using the Hubspot data-in integration, but I don’t see the new data-out option at all when I view the integration details in my integration tab.

6
julia
Community Manager
28 days ago
Holly Goodliffe
Community Manager
Holly GoodliffeCommunity Manager
posted in Connectors and Integrations

How we created a New User Email Nurture that lifted out Retention Rate by 4.5 Points

In the fast-paced world of SaaS, where we need to immediately set up our new users for success, the significance of a well-crafted New User Email Nurture cannot be overstated. Like many of you, Heap has key performance metrics for Week 1 activation and Week 2 Retention, which are crucial since our PLG trial lasts 2 weeks. In this article, I’ll share how we harnessed the power of Heap-Marketo and Heap-Appcue integrations to create a New User Email Nurture that not only keeps new users but elevates our Week 2 Retention rate by an impressive 4.5 points. Carefully structured to be user-centric and value-driven: Personalized and Segmented : Users receive one email each business day, and their journey continues until they've seen all relevant emails. This personalized approach ensures that each user's unique needs are addressed. With a minimum of 4 emails and a maximum of 10, we strike a balance between guidance and avoiding overwhelming the user. Entry Point: Started Trial or Accepted Inv

0
Holly Goodliffe
Community Manager
1 month ago
Celey
Heap Employee
CeleyHeap Employee
posted in Connectors and Integrations

Getting AppsFlyer mobile data into Heap

AppsFlyer is a powerful tool for tracking install attribution and deep links. Many of our mobile customers use AppsFlyer and have asked about getting this data into Heap but, at this time, Heap does not support an official integration with AppsFlyer. That said, there are still ways to grab data from AppsFlyer and pass that data into Heap using our event/user properties and track APIs.The below code samples are all written for the Android platform, but I’ll add links to the AppsFlyer iOS docs where necessary to get you started on iOS targets as well.Conversion Data and Install AttributionFirst up is install attribution and conversion tracking. On Android, when initializing the AppsFlyer client, we have the opportunity to pass in an AppsFlyerConversionListener. This listener provides a few callbacks, some for unrelated behaviors, but there’s one in particular that we care about in this situation, onConversionDataSucess. This callback provides a map of properties with information related

1
M
Heap Employee
2 months ago
J
jamills102New Member
asked in Connectors and Integrations

S3 connection is "paused"

Howdy!I am trying to set up the s3 connection and currently heap lists the connection as “sync paused” and I am not sure what is causing the pause… Has anyone dealt with this issue? My bucket setup is as follows: { "Version": "2012-10-17", "Statement": [ { "Sid": "Stmt1441164338000", "Effect": "Allow", "Principal": { "AWS": "arn:aws:iam::085120003701:root" }, "Action": [ "s3:DeleteObject", "s3:GetObject", "s3:ListBucket", "s3:PutObject" ], "Resource": [ "arn:aws:s3:::my-bucket-name/*", "arn:aws:s3:::my-bucket-name" ] }The Object Ownership is set to: Bucket owner enforced

1
julia
Community Manager
4 months ago
Lane
Community Manager
LaneCommunity Manager
posted in Connectors and Integrations

Sending Qualtrics NPS survey results into Heap

As Heap’s Qualtrics owner, I get a lot of questions from CSMs and clients on how to integrate Heap and Qualtrics, so I wanted to share a few posts on this topic. This one will cover how to get Heap data into Qualtrics.In the following posts, I will cover: how we get Heap data into Qualtrics in order to target surveys & ideas to report + analyze the data in Heap to understand how product behaviors influence your NPS score.Objective:Send Qualtrics survey response data into Heap in order to provide the foundation for further segmentation & analysis in Heap Bring in the data to enable the NPS dashboard (see doc)Gather/understand before you get started & you can complete config in about ~30 min:Your Heap App ID for the Environment where you’ll send this data The Identifier that you use as your users’ Heap Identity Access to create Qualtrics Workflows for your desired Qualtrics Project Know the survey questions in Qualtrics that you’ll want to sync into Heap Have the Heap Identit

0
Lane
Community Manager
4 months ago
P
Pete-phqNew Member
asked in Connectors and Integrations

Can the Salesforce integration update lead records in Salesforce?

Hi - we want to update Salesforce “lead” records with data from Heap using the integration which Syncs Events from Heap to Salesforce. The Heap documentation mentions updating accounts and contacts in Salesforce but not leads. Do you know is it possible to update lead records using the Heap to Salesforce integration?By leads I mean the lead records mentioned here: https://help.salesforce.com/s/articleView?id=sf.leads_def.htm&type=5.What we want to do is to update a Salesforce lead objects with values like utm_source, utm_term, utm_campaign and Initial referrer that we have in Heap.

1
julia
Community Manager
4 months ago
K
kiraspeerNew Member
asked in Connectors and Integrations

Integrate ad spend (Google, Meta, etc) with Heap

Hello! Is it possible to integrate ad spend from platforms like Meta or Google to Heap?

2
K
5 months ago
Y
Yaara_LivecycleKnown Participant
asked in Connectors and Integrations

How do I configure the Slack connection for alerts?

I’m trying to set up an alert based on what’s described in this article. Is there a place where I can configure the Heap-Slack integration settings? It doesn’t show in the integrations list.I’m not even sure what Slack workspace is connected to my Heap account right now, but suspect it’s not mine.

1
julia
Community Manager
7 months ago
A
aise.manuelNew Member
asked in Connectors and Integrations

Heap to Hubspot data out sync not working

Hello,We’ve successfully synced a segment into Hubspot and a list was created, but when looking into the contact list on Hubspot, there are no contacts inside.Just asking here if anyone has experienced the same and if you have any solutions.

5
Josh Roberts
Heap Employee
8 months ago
A
AurelioNew Member
asked in Connectors and Integrations

Transferring data from WalkMe to Heap via webhooks

Hello everyone,I am busy creating webhooks in WalkMe to transfer the information to Heap.In my webhooks, I have the 3 mandatory event properties : "identity", "app_id" and "event".So far it works, I can transfer the information.Now where it's stuck, is that I would like to transfer two other properties.My problem is when in Walkme, I can't use the property "properties" with dynamic data in it.Is there any other way to pass the 2 information than via the property "properties"?If anyone knows the answer, I would be really interested.Thanks in advance.

6
A
9 months ago
A
aanalshahNew Member
asked in Connectors and Integrations

Android: Connection exception on my Android device

Hello team,I am using an Android device and trying to integrate Heap Analytics with my project. I am getting this error message "java.net.ConnectException: Failed to connect to heapanalytics.com/:::443" every time I try to connect.Note: I am able to log the events using emulator and other devices. 2022-08-04 12:08:22.668 8576-23264/com.g4app.dev W/Heap: Error connecting to https://heapanalytics.com/api/integrations/android/track: java.net.ConnectException: Failed to connect to heapanalytics.com/:::4432022-08-04 12:08:22.669 8576-23264/com.g4app.dev W/Heap: Batch request failed due to following exception: java.net.ConnectException: Failed to connect to heapanalytics.com/:::443 at com.android.okhttp.internal.io.RealConnection.connectSocket(RealConnection.java:147) Device Details:Device name: OnePlus 7 ProAndroid version: 11Build number: Oxygen OS 11 0.9.1.GM21AA Can you please help me with this? Thank you,Aanal Shah

1
dlad
Heap Employee
10 months ago
C
chydakNew Member
posted in Connectors and Integrations

Insecure Content Security Policy

We received a penetration testing result from a customer that our Content Security Policy (CSP) is insecure because we use ‘unsafe-inline’ and ‘unsafe-eval’ without nonces.  We have this due to the  requirement from Heap https://developers.heap.io/docs/web#content-security-policy-csp, but I’d like to know why?  Is there anyway to get Heap to work without these source list values?

2
A
10 months ago
H
HunterNew Member
asked in Connectors and Integrations

How to identify users from SendGrid

Events are being sent from Sendgrid, and they contain the user’s email address but do not identify the user my that address and so the data stays separated. The join key I selected for the integration is email.

2
H
11 months ago
J
JerryHeapNew Member
asked in Connectors and Integrations

iOS Enable Visual Labeling

Quick iOS question. We already have an openURL method in our AppDelegate.m file. How do we add Heap? The ‘one-liner’ doesn’t make sense to me, but could someone help?We have 2 similar methods.Our current method: - (BOOL)application:(UIApplication *)application openURL:(NSURL *)url  sourceApplication:(NSString *)sourceApplication annotation:(id)annotation{  [RNSplashScreen show];   return [RCTLinkingManager           application:application openURL:url           sourceApplication:sourceApplication           annotation:annotation         ];  } - (BOOL)application:(UIApplication *)app openURL:(NSURL *)url options:(NSDictionary<NSString *, id> *) options {  if ([self.authorizationFlowManagerDelegate resumeExternalUserAgentFlowWithURL:url]) {    return YES;  }  return [RCTLinkingManager application:app openURL:url options:options];}

1
J
1 year ago
R
RoryHDNew Participant
asked in Connectors and Integrations

Shopify Integration losing user Activity after Purchasing

After following the integration setup between Shopify and Heap, and adding the checkout snippet to checkout.liquid, I am facing an issue. Every user who has purchased on the site, seen with “done: Shopify Event, Purchased” has no data associated with their user.It seems that the checkout events are dissociating the user from their previous ID.These users are the most important, so would love to have this fixed. 

4
dlad
Heap Employee
1 year ago
T
thiharaNew Member
asked in Connectors and Integrations

The track API submissions with identity isn't parsed properly

Hello Everyone,I’m trying to send server side events to heap and tried out the API from the documentation.I did notice a strange behaviour - for a new user identity if a single event is submitted, there is no parsing being done.If I goto the user section in there, all I see is a user without the identity present, is there a reason for this?Practically, it probably won’t hurt much granted we have multiple events for the same user identity fired.But this just feels a bit incomplete, and opens up possibility of slight inconsistencies.Regards,Thihara

1
ellysastanton
Heap Employee
1 year ago
A
AimeeNew Member
asked in Connectors and Integrations

Is there any API to get data in heap?

Hi, is there a way to get heap data using APIs?like a API to return the page views of each page, we want to use these data in our application.(I saw some documents about heap connect, but we cannot use those data warehouses)     

1
D
Community Manager
1 year ago
rmpadgett
rmpadgettNew Member
asked in Connectors and Integrations

Has anyone had experience with the Zapier integration?

Hey Heap Community! We’re in the midst of planning and trying to resource for a data lake solution like Snowflake or BigQuery, but it’s at least a few hires away and a few months off. I’ve been looking into other solutions in the short -term to join Heap data with some of our other data sources and came across the Zapier integration that could work for what we’re trying to do. I’m curious if anyone has used it before, if you’ve seen success with it or if there’s another integration that could automate a flow of data from Heap! Thanks!

3
Y
1 year ago
L
LironpNew Member
asked in Connectors and Integrations

Extracting csv user report of all times

Hi :)I wanted to know, is there a way to extract a excel  user session report, like the one on the ‘Users’ section - but with the entire time range available?Thanks,Liron

1
jonathan
Heap Employee
1 year ago
vojtakopal
vojtakopalNew Member
asked in Connectors and Integrations

Data in user_migrations table is capped at 250K in S3 Connection

Hey everyone.We are using S3 Connection to load data to our Lakehouse. We implemented the identity resolution as per documentation here https://help.heap.io/heap-connect/heap-connect-guide/identity-resolution/What we have noticed is that the user_migrations table always contains only up to 250K rows and as the table strategy for ingestion is not incremental, we are missing on some of the identity resolution for our events and sessions.Is this expected behaviour and known limitation? We haven’t found anything in the documentations mentioning this. Is there a workaround we could rely on?Thanks.

1
jonathan
Heap Employee
1 year ago
B
bernardo.madeiraKnown Participant
asked in Connectors and Integrations

Add Filter using using "INCLUDED IN FILE" option

Hi all,I'm applying a filter to my Account Name (Salesforce) property using the list of names included in a file. However, I'm not getting all the accounts contained in the file. Can you please tell me the search logic/method applied to the names? (ie:Contains, Regex, Wildmatch, etc)I'm asking because if I use he Account Name → Contains → "name value" I can get the accounts I want existing in Salesforce. But it takes much more time to build the report.Best regards,Bernardo Madeira

1
jonathan
Heap Employee
1 year ago
Zachary S
Zachary SNew Member
asked in Connectors and Integrations

Various Unique Identifiers—do they come together?

Salesforce uses email as the unique identifier. Marketo uses the Person ID. If I use the different identifiers for each integration, does the data ultimately all come together on the Heap Identity? Just want to make sure I don’t have to make adjustments for all integrations to have the same unique identifier in order to get the level of data enrichment and continuity that I need.In my mind I need to make email the same identifier for everything so that it all syncs together but that can’t be the right way to do this--especially when you have several data sources all enriching the customers Heap Identity.

3
N
Heap Employee
1 year ago
Josef
Heap Employee
JosefHeap Employee
published in Connectors and Integrations

Tracking Support Ticket Actions with Zendesk and Heap

 We’re going to cover how to send your Zendesk ticket data into your Heap account. This allows you to analyze your ticket data alongside your product usage data, surfacing insights on what product areas are generating more tickets for your support team and helps you report on the effectiveness of your customer self-service resources. Three great reasons to send Zendesk ticket data to Heap:Get a more complete view of your user engagement across support, product, and documentation websites. Create reports that let you see how effectively your self-service resources deflect support tickets Analyze which users are likely to generate certain types of tickets and take preemptive actions to address them.The setup for this is really easy and should only take a few minutes.Login to your Zendesk Support instance Click the grid icon in the top right corner, click Admin Center In the left menu, under Apps and integrations, click Webhooks Click Actions >  Create Webhooks Define the Webhook setti

2302
Josef
Heap Employee
1 year ago

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