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Highrise

CRM (Customer Relationship Management)

Create Highrise tasks for new Highrise contacts

You know it's important to communicate with new contacts, but it's also easy to forget! Save yourself the hassle with this integration. Automatically create new tasks in Highrise for each new contact you add. Now you'll always remember to stay in touch with new contacts!

You know it's important to communicate with new contacts, but it's also easy to forget! Save yourself the hassle with this integration. Automatically create new tasks in Highrise for each new contact you add. Now you'll always remember to stay in touch with new contacts!

  1. When this happens...
    HighriseHighrise
    New Contact

    Triggers when a new contact is added to Highrise.

    TriggerScheduled
  2. automatically do this!
    HighriseHighrise
    Create Task

    Triggered when a new task is added

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Highrise triggers, actions, and search

    New Task Category

    Triggered when a new task category is added

    Trigger
    Scheduled
    Try It
    • Tag

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

    Changed Deal Status

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

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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