Highrise Integrations

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Highrise Integration Details

Launched on Zapier October 22, 2011

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.

Zapier combines Triggers (like "New Company") and Actions (like "Create Note for Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Highrise Triggers, Searches, and Actions are supported by Zapier:

New Company

Triggers when a new company is added to Highrise.

New Contact

Triggers when a new contact is added to Highrise.

New Deal

Triggered when a new deal is added

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

New Task

Triggered when a new task is added

New Task Cateogry

Triggered when a new task category is added

New Custom Fields

Triggers when a new custom field is created in Highrise.

New Deal Cateogry

Triggered when a new deal category is added

New Group

Triggered when a new group is added

New Case

Triggered when a new case is added

New Tag

Triggers when a new tag is added to Highrise.

New User

Triggered when a new user is added.

Create Note for Contact

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.

Create a Company

Creates a new company if it does not exist yet.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

Create Deal for Contact

Creates a new deal associated with a contact or person.

Create Task for Contact

Creates a new task associated with a contact or person.

Create Deal

Creates a new deal.

Create Case

Creates a new case.

Create Task

Creates a new task.

Create Task for Case

Creates a new task associated with a case. Will create a new case if it doesn't exist

Find a Company

Finds a company by name.

Find a Contact

Finds a contact by email.

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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.