Kapture CRM and Heap Integration with AppEQ

Unlock Account-Level Product Insights

Organizations often store revenue details and account information in Kapture CRM, but understanding product usage at an account level requires deep integration with product analytics tools like Heap. AppEQ allows you to seamlessly connect Kapture CRM and Heap, giving your teams instant access to product usage data alongside revenue insights, enabling a data-driven approach to managing customer success and driving upsell opportunities.

Why Integrate Kapture CRM and Heap

Integrating Kapture CRM and Heap helps businesses align customer success with product analytics, ensuring that account managers can track product usage metrics at the account level, right from within Kapture CRM. This integration enables:

Visibility into Product Engagement:
Revenue Alignment:
Real-Time Updates:

How AppEQ Connects Kapture CRM and Heap

AppEQ provides a powerful bridge between Kapture CRM and Heap by offering contextual summaries and data syncs across platforms. Here’s how it works:

Unified Dashboard:
Actionable Insights:
Red Alerts and Tickets:

Activate Data and Customer Insights Seamlessly

Steps to Integrate Kapture CRM and Heap Using AppEQ

01 Connect.

Install the AppEQ Chrome Extension and seamlessly connect it to both your Kapture CRM and Heap accounts, enabling real-time data synchronization.

02 Configure.

Configure your Kapture CRM business object details (such as accounts, opportunities, customers, revenue and contracts) and Heap’s business object data and configure metrics, alerts and reports to track account pulse and customer engagement.

03 Consume.

Access real-time customer insights directly within the tools you use every day, like Gmail, Slack, and more. Stay focused and streamline your workflow without the need to switch between different apps to see the data you need.