Highrise + Prefinery Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Highrise and Prefinery, with as many as 102 possible integrations. Are you ready to find your productivity superpowers?
Create Highrise contacts from Prefinery testers
Need to access all your contact information from Highrise? Set up this Zap and we'll capture everyone on Prefinery so you don't have to worry about any upkeep. Every new Prefinery tester you create will then trigger the integration, either creating a new contact on Highrise or updating one if a match exists.
How It Works
- A tester is added on Prefinery
- Zapier automation adds or updates a contact on Highrise
What You Need
- Prefinery account
- Highrise account
It's easy to connect Highrise + Prefinery and requires absolutely zero coding experience—the only limit is your own imagination.
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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