Highrise + SurveyMethods

Create or update contacts in Highrise CRM for new, complete survey responses in SurveyMethods

With Highrise CRM, you can keep all your customer contacts in one place and stay organized. Once this Zapier integration is set up, it will automatically create a new contact in Highrise CRM or update an existing contact information whenever there is a new, complete response in SurveyMethods. And that’s all–you always have the latest contact list at your disposal.

When this happens...
New Response Completed
Triggers when a respondent completes a survey response.
TriggerInstant
automatically do this!
Create/Update a Contact
Creates a new contact, or, if a contact exists, we will update it.
ActionWrite

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Supported triggers and actions

What does this mean?

New Response Completed
Triggers when a respondent completes a survey response.
Trigger
Instant
New Survey Created
Triggers when a new survey is created.
Trigger
Instant
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
Action
Write
Create Email List
Create a new email list in SurveyMethods.
Action
Write
Send a Survey Invitation
Send a survey invitation to an email address.
Action
Write

New Task Category
Triggered when a new task category is added
Trigger
Scheduled
New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled

New Contact
Triggers when a new contact is added to Highrise.
Trigger
Scheduled

Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
Highrise
Triggered when a new deal is added
Scheduled
Trigger
Highrise
Triggered when a new deal category is added
Scheduled
Trigger
Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
Highrise
Triggered when a new group is added
Scheduled
Trigger
Highrise
Triggered when a new case is added
Scheduled
Trigger
Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
Highrise
Triggered when a new task is added
Scheduled
Trigger
Highrise
Triggered when a new user is added.
Scheduled
Trigger
Highrise
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.
Scheduled
Action
Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
Highrise
Creates a new deal.
Scheduled
Action
Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
Highrise
Creates a new case.
Scheduled
Action
Highrise
Creates a new task.
Scheduled
Action
Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
Highrise
Finds a company by name.
Scheduled
Action
Highrise
Finds a contact by email.
Scheduled
Action