Sharing contacts between your CRMs is helpful, so don't have to worry about incomplete information in either tool. When a user creates a new contact in Highrise, this Zap will automatically create that contact in RingByName. This allows easy contact creation in RingByName that flows from Highrise for full CRM functionality.
How this Highrise-RingByName integration works:
- You create a new contact in Highrise
- Zapier creates a contact in RingByName
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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.