Keeping contact lists maintained can be time consuming. With this automation, whenever a new contact is added to Highrise, the contact will also be added to Tend. Any notes made in Highrise like phone calls or proposals issued can then be associated with that contact in Tend.
How this Tend-Highrise integration works
- A new contact is created in Highrise.
- Zapier creates a new contact in Tend.
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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.