Vision6 + Highrise Integrations

How to connect Vision6 + Highrise

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Supported triggers and actions

What does this mean?

Contact Was Reactivated
Triggers when a contact was reactivated in a list.
Trigger
Instant
Contact Was Deactivated
Triggers when a contact was deactivated from a list.
Trigger
Instant
Contact Has Subscribed
Triggers when a contact has subscribed to a list.
Trigger
Instant
Contact Was Unsubscribed
Triggers when a contact has unsubscribed from a list.
Trigger
Instant
Contact Was Added
Triggers when a new contact is added to a specified list.
Trigger
Instant
Contact Was Updated
Triggers when a contact is updated in a specified list.
Trigger
Instant
Add a Contact
Into a List you choose.
Action
Write
Subscribe a Contact
Subscribe a contact into your list.
Action
Write
Vision6
From the List you choose.
Scheduled
Action
Vision6
Into a List you choose.
Scheduled
Action
Vision6
From the List you choose.
Scheduled
Action
Vision6
Scheduled
Action
Vision6
From the List you choose.
Scheduled
Action
Highrise
Triggered when a new task category is added
Scheduled
Trigger
Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
Highrise
Triggered when a new deal is added
Scheduled
Trigger
Highrise
Triggered when a new deal category is added
Scheduled
Trigger
Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
Highrise
Triggered when a new group is added
Scheduled
Trigger
Highrise
Triggered when a new case is added
Scheduled
Trigger
Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
Highrise
Triggered when a new task is added
Scheduled
Trigger
Highrise
Triggered when a new user is added.
Scheduled
Trigger
Highrise
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.
Scheduled
Action
Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
Highrise
Creates a new deal.
Scheduled
Action
Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
Highrise
Creates a new case.
Scheduled
Action
Highrise
Creates a new task.
Scheduled
Action
Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
Highrise
Finds a company by name.
Scheduled
Action
Highrise
Finds a contact by email.
Scheduled
Action

How Vision6 + Highrise Integrations Work

Step 1: Authenticate Vision6 and Highrise.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Vision6 + Highrise

About Vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.

Learn more