Keeping your list up-to-date can be a headache, unless you introduce automation. Use this integration to automatically create new contacts in Highrise when someone takes your assessment. The new contact can contain the user's name and email address, as well as details about the assessment they took such as the score and the date/time the assessment was taken.
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Triggers on new responses when a user takes an assessment.
Creates a new contact, or, if a contact exists, we will update it.
Triggers when a new contact is added to Highrise.
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggered when a new deal is added
Creates a new company if it does not exist yet.
Triggers when a new company is added to Highrise.
Creates a new deal associated with a contact or person.
Triggered when a new task is added
Creates a new task associated with a contact or person.