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Formsite + Highrise

Create Highrise companies from new Formsite form results

Easily streamline your new client onboarding process with this automation. When you receive a new Formsite submission, this workflow will create a company in Highrise to help you manage contacts and tasks. Save time and stay organized by having all your client information easily accessible in one place.

Easily streamline your new client onboarding process with this automation. When you receive a new Formsite submission, this workflow will create a company in Highrise to help you manage contacts and tasks. Save time and stay organized by having all your client information easily accessible in one place.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    HighriseHighrise
    Create a Company

    Triggers when a new company is added to Highrise.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Highrise triggers, actions, and search

    New Company

    Triggers when a new company is added to Highrise.

    Trigger
    Scheduled
    Try It
  • Highrise triggers, actions, and search

    New Custom Fields

    Triggers when a new custom field is created in Highrise.

    Trigger
    Scheduled
    Try It
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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highrise logo
highrise logo

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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