Case or contact Highrise integration enquiry

  • Profile Image
    AustinPlantSupply
    Asked on May 17, 2017 at 03:20 PM

    I am doing the Jotform integration with Highrise and it gives me just two options in the "choose a list" section (Contact and Case). I do not see task per the blog post.

    As I will have return contacts and accounts, with multiple projects what is best practice for that integration.

    I.E. If Chris' Landscape fills out my form on 5.17 for project A and then on 5.20 fills out the form for project B how should I set that up ( contact, case, Task)? If a return contact fills out a form, will it create duplicate contacts in Highrise?



    This is a re-post of a comment on Easy Contact Management with Highrise

  • Profile Image
    Sven
    Answered on May 17, 2017 at 04:02 PM

    Hi, 

    In your case I would suggest to use Case for the integration as contacts might be involved in different project. If you have return contacts, a duplicate contact will be created in Highrise for that submission. 

     

    You can also try both and see which one works best for you.

     

    Hope this helps, let us know if you need any further help.

     

    Thank you!