Too busy taking calls to also take down all their information? If you activate this CallTrackingMetrics Highrise integration, we'll handle it all for you. Any new incoming call logged on CallTrackingMetrics will then result in a new contact added or match updated on Highrise with all its details.
How It Works
- A new call is received on CallTrackingMetrics
- Zapier automatically creates or updates a contact on Highrise
What You Need
- CallTrackingMetrics account
- Highrise account
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Triggers when you receive a new call.
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.