Highrise + Olark
Add Highrise contact notes for new transcripts on Olark
Want to guarantee you always have the full story when it comes to your contacts on Highrise? Keep all their information centralized by setting up this Olark Highrise integration: it will trigger with each new transcript on Olark, adding a new note to the corresponding Highrise contact every time.
Want to guarantee you always have the full story when it comes to your contacts on Highrise? Keep all their information centralized by setting up this Olark Highrise integration: it will trigger with each new transcript on Olark, adding a new note to the corresponding Highrise contact every time.
- When this happens...New Transcript
Triggers once when we get a new transcript.
- 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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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.
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