Highrise
When this happens...
HighriseChanged Deal Status
Then do this...
TrelloCreate Card

The changing of a Highrise deal status often means there are new tasks to add to a checklist. Hand these to-dos off automatically by creating new Trello cards, which can include a pre-written description, checklist, title and members, for any deal status change in Highrise.

How It Works

  1. Change the status of an existing Highrise
  2. Zapier creates a new Trello card with information about the deal

What You Need

  • Highrise account
  • Trello account

Why Zapier?

Free

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Secure

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It's easy to connect Highrise + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

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.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

New Task

Triggered when a new task is added

Create Deal for Contact

Creates a new deal associated with a contact or person.

Changed Deal Status

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

Create Task for Contact

Creates a new task associated with a contact or person.

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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.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

See Trello Integrations