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Quickly connect HappyFox Chat to Highrise with a Zapier template.

Our most popular template

Create new Highrise deals from finished chats in HappyFox Chat
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HappyFox Chat + Highrise

Create new Highrise deals from finished chats in HappyFox Chat

HappyFox Chat + Highrise

How Zapier works

Zapier makes it easy to integrate HappyFox Chat with Highrise - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Finished Chat" from HappyFox Chat.

Add your action

An action happens after the trigger—such as "Create Note for Contact" in Highrise.

You’re connected!

Zapier seamlessly connects HappyFox Chat and Highrise, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your HappyFox Chat to Highrise integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect HappyFox Chat and Highrise to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Finished Chat
Triggers when a chat conversation ends.
Trigger
Instant
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New Offline Message
Triggers when a visitor leaves a message when all agents are offline.
Trigger
Instant
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New Company
Triggers when a new company is added to Highrise.
Trigger
Polling
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New Custom Fields
Triggers when a new custom field is created in Highrise.
Trigger
Polling
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New Deal Category
Triggered when a new deal category is added
Trigger
Polling
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New Group
Triggered when a new group is added
Trigger
Polling
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New Tag
Triggers when a new tag is added to Highrise.
Trigger
Polling
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New User
Triggered when a new user is added.
Trigger
Polling
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- Full Name
  Required
- Background
- Email
- Email_location
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
Action
Write
- Full Name
  Required
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Full Name
  Required
Action
Write
- Contact Name
  Required
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- Full Name
  Required
Action
Search

New Missed Chat
Triggers when no agents pickup an incoming chat request.
Trigger
Instant
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New Task Category
Triggered when a new task category is added
Trigger
Polling
Try It
- Tag
Trigger
Polling
Try It
- Status
Trigger
Polling
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Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Trigger
Polling
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- Status
Trigger
Polling
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New Task
Triggered when a new task is added
Trigger
Polling
Try It
- Full Name
  Required
- Text
  Required
- Created At
Action
Write
- Full Name
  Required
- Email
- Company_name
- Title
- Group
- Tags
- Phone_number
- Phone_location
- Address_street
- Address_city
- Address_state
- Address_zip
- Address_country
- Address_location
- Website_url
- Website_url_location
Action
Write
- Contact Name
  Required
- Full Name
  Required
- Background
- Price
- Price_type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- Case Name
  Required
- Body or Description
  Required
- Time Frame
- Due_at
- Assign To
- Category
- Public
Action
Write
- Email
Action
Search

About HappyFox Chat

Powerful live chat software built from ground-up for super fast customer support.

Related categories

Customer Support

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.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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