After you win a lead in Myphoner, you often want to take that lead into your CRM for long term relation tracking. This Zapier automation will do just that for the Highrise CRM system.
Note: This Zapier integration doesn't add existing winners as contacts to Highrise, only new winners after you've set it up.
How this Myphoner-Highrise Integration Works
- A lead is marked a "winner" in Myhponer
- Zapier creates a new contact in Highrise
What You Need
- Myphoner account
- Highrise account
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Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
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.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
Triggered when a new task is added
Creates a new deal associated with a contact or person.
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Creates a new task associated with a contact or person.
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