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Heffl CRM

Cloodot Inc

Answer clients about their quotations and projects from Heffl, and turn qualified chats into deals, callbacks and draft quotes

Connects your agent to your agency's Heffl workspace — what clients can ask, and what your procedures can file.

Answers clients

📄 Check Quotation · 📊 Check Project Status · 📞 Request Callback

Quotations and projects are shown only to the client the channel proves — the WhatsApp number, SMS number or email address on their Heffl record.

Runs only inside your procedures

💼 Create Deal · ➡️ Move Deal Stage · 🧾 Draft Quotation

These change your pipeline, so the agent cannot call them on its own. Place them in a procedure, after the checks you want.

Quotations are drafted from your product catalog and never sent — your team reviews and sends them.

Setup

  1. Heffl → Settings → Developer, create an API key
  2. Install this and paste it
  3. Optionally name the pipeline, template and team member to use
  4. Enable it on your Persona → Skills

Skills (6)

Check Project Status

EXECUTE

Reports the status, current stage, dates and project lead of the customer's projects in Heffl, matched by the number or email they are writing from.

Check Quotation

EXECUTE

Reports the status, total and expiry of quotations sent to the customer in this conversation, matched by the WhatsApp number, SMS number or email they are writing from.

Create Deal

EXECUTE

Opens a deal in the configured Heffl pipeline for the customer in this conversation, creating their contact if needed, with a follow-up task carrying their notes. Returns the open deal instead if they already have one.

Draft Quotation

EXECUTE

Drafts a quotation in Heffl for the customer from catalog products and quantities, priced from the catalog and linked to their open deal. The draft is never sent — the team reviews and sends it.

Move Deal Stage

EXECUTE

Moves the customer's open deal in the configured pipeline to another open stage. Never to a won or lost stage — closing a deal stays with the team.

Request Callback

EXECUTE

Files a call task in Heffl asking the team to phone the customer back, linked to their open deal when they have one. A repeat request answers with the task already queued.

Install in Cloodot

Version

1

Skills

6

Frequently asked

What is the Heffl CRM skillset?

Answer clients about their quotations and projects from Heffl, and turn qualified chats into deals, callbacks and draft quotes It currently includes 6 skills — pre-built tools your Cloodot AI can use automatically.

How do I install the Heffl CRM skillset?

Click "Install in Cloodot" on this page. You'll be taken to your Cloodot workspace where Heffl CRM is added to your AI in one click. If required integrations aren't connected yet, Cloodot will prompt you to authorize them during install.

Is the Heffl CRM skillset free?

Yes — like every skillset on the Cloodot marketplace, Heffl CRM is free to install. Third-party services you connect may have their own pricing.