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Appointlet + Highrise

Appointlet + Highrise

Appointlet + Highrise integrations

Add notes to Highrise contacts for new booking confirmations on Appointlet

It's important to keep an accurate history of your business with customers, but all to easy to let information fall out of date when you're busy. Get some assistance with this Appointlet Highrise integration and save yourself some effort at the same time. After it's been set up, every newly confirmed booking on Appointlet will automatically add a note to the corresponding Highrise contact, making sure their entire history is at your disposal at all times.

  1. When this happens...
    Attendee Scheduled
    Attendee Scheduled
    Attendee ScheduledTriggers when an attendee schedules a meeting or joins an existing one.
  2. automatically do this!
    Create Note for Contact
    Create Note for Contact
    Create Note for ContactIf a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
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More things you can do with Appointlet and Highrise

Discover other triggers and actions you can use with Appointlet and Highrise

    • Organization
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    • Organization
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    • Organization
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    • Organization
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About Appointlet
Appointlet makes it easy to schedule & prepare for meetings with your customers.
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About Highrise
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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