Using our Actimizer integration it is possible to display:

  • Calls
  • Leads

Useful facts about HeroBase:

Update frequency:
Every 1 min

Supports custom fields?
Yes

Supports deleted registrations?
No

Used as member field:
Calls: User
Leads: firstProcessedByUser/lastModifiedByUser


How to get access to the HeroBase API

To get access to the HeroBase API, you need to order a web service login from HeroBase through their support: support@herobase.com

When you receive the login, they will also create a so-called UI user which you'll need to log in as and create a lead export view. This User is called API Plecto.

  1. Log in with the UI user
  2. Navigate to Lead Admin to create or edit the export view as per above description
  3. Go back to Plecto and connect as per below description

The default settings should be good enough - you should probably change the name from 'My custom view' to 'Plecto Lead Export'. If you have created any custom fields in HeroBase that you want to use in Plecto, select them under 'Lead statuses and results'.

Use the webservice login (not the UI user login) and the lead export view name in the Plecto UI to complete the setup.

Please notice:
Every time you add a new field in the "HeroBase report" it will be added as disabled in the data source after the next import. If you need to use a field as a number in Plecto you need to contact Plecto support to change the type the of field because HeroBase currently do not support the concept of field types.
Plecto will not automatically delete fields that have been removed from the "HeroBase report", but you can always contact support if you want some fields removed: support@plecto.com 👍

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