Optionally, only trigger when a new contact is tagged.

Will attempt to explicitly set a specific date/time when adding the note to highrise.

We will search for and create this company if missing.

We will search for and update, or add this name as a contact.

Comma separated list of tags to add to the contact.

The primary address field. Note that duplicate addresses will not be added to the same contact.

A number in USD, do not include the $ or decimal cents.

Set a timeframe for this task (default today).

Name of the case. We will only match on *open* cases.

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.

Provide more value for your customers by integrating Highrise with Zapier. Together, these tools will allow you to maintain your personal, transparent interactions, while automatically taking care of the repetitive tasks. When you set a reminder, schedule a meeting, or receive important emails, Zapier can automatically update your contacts and create deals, so you always have the most up-to-date information at your fingertips.

Here are some creative ways to use Highrise with Zapier:

 Prefer to send your emails through a different provider? Use Highrise to collect and curate contacts, and Zapier will automatically add them to a MailChimp list.

 Learn more about your contacts so you can provide them with more value. Zapier can add or update contacts in Highrise when contacts are updated in FullContact.

 Get your feedback to the right place so it becomes actionable. Zapier can create deals for your Highrise contacts when you get new responses in Google Forms.

Highrise

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Nimble

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

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How Zapier Zaps

How Zapier Uses AI

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About Highrise

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Insightly

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