Add new Contap contacts to Highrise as a contacts
When this happensStep 1: New Contap
Then do thisStep 2: Create/Update a Contact
Entering business card data into a CRM is time-consuming and definitely not fun. Let Zapier and Contap automate it for you! Once you connect the Contap-Highrise integration, every new contact you make from Contap will save to your Highrise account as a contact.
Note: This Zapier integration is will not automatically add your existing contacts to your Highrise account. If you'd like to add your existing contacts to your Highrise account, simply go to a specific user's Profile on Contap, and in the Bio tab, toggle "Add to CRM."
How this Contap-Highrise integration works
- A Contap user adds a new contact on Contap
- Zapier adds that contact to Highrise as a contact