Highrise + Zoho Forms
Create notes for Highrise contacts from new Zoho Forms entries
Effortlessly manage your contacts with this smart workflow. Whenever a new entry is recorded in Zoho Forms, it instantly creates a note for a contact in Highrise, keeping your CRM organized and updated. Say goodbye to the hassle of manual data entry and improve your customer relationship management efficiency with this seamless automation.
Effortlessly manage your contacts with this smart workflow. Whenever a new entry is recorded in Zoho Forms, it instantly creates a note for a contact in Highrise, keeping your CRM organized and updated. Say goodbye to the hassle of manual data entry and improve your customer relationship management efficiency with this seamless automation.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!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.
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FormRequired
Try ItNew Task Category
Triggered when a new task category is added
Try ItTag
Try ItStatus
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HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Company
Triggers when a new company is added to Highrise.
Try ItNew Custom Fields
Triggers when a new custom field is created in Highrise.
Try ItNew Deal Category
Triggered when a new deal category is added
Try It
