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Highrise + Tend

Create contacts in Tend when new contacts are created in Highrise

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.

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.

  1. When this happens...
    HighriseHighrise
    New Contact

    Triggers when a new contact is added to Highrise.

    TriggerScheduled
  2. automatically do this!
    TendTend
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Highrise triggers, actions, and search

    New Task Category

    Triggered when a new task category is added

    Trigger
    Scheduled
    Try It
    • Tag

    Trigger
    Scheduled
    Try It
  • Highrise triggers, actions, and search

    Changed Deal Status

    Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

    Trigger
    Scheduled
    Try It
highrise logo
highrise logo

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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tend logo
tend logo

About Tend

Tend is a web analytics tool that makes it easy to see what drives customers.

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