How does the HighriseCRM integration work?

  • Profile Image
    reciproc8
    Asked on August 26, 2013 at 06:20 PM

    Hey guys

    When I am trying to set up the integration it says:

    Choose an Integration Method

    Please select how to setup integration with Highrise.

     

    The has a dropdown that says
    Select Type:

    Case

    Contact

    Task

     

     

    The next page it says 

    Map Form Fields for Contact

    Please map your form's fields to Highrise fields.

     

    Please define what it means by 'Map Form Fields'

     

     

    ALSO...

     

    Does all the data collected via webform actually go to Highrise or any other program you guys integrate with?  I am wanting all the information collected via web forms to be consolidated under one contact within highrise....not just have it set up a new contact

     

  • Profile Image
    jeanettebmz
    Answered on August 27, 2013 at 12:55 AM

    Mapping Form Fields to Highrise means that you must choose the Fields from your Form that you wish to match on your Highrise integration

    And this will be the only data that will be sent to Highrise which it answers your second related question.

    So far, Highrise will only send info from text type fields and this allows you to map custom fields. This integration should help you to setup contacts on the HIghrise side

    Please check the guide below for further details

    Easy Contact Management with Highrise

  • Profile Image
    reciproc8
    Answered on August 27, 2013 at 09:52 PM

    So its useless as far as collecting answers to questions that arent text it seems...

  • Profile Image
    jeanettebmz
    Answered on August 27, 2013 at 10:39 PM

    What type of fields you would like to map?  If you notice in the guide, you can make custom fields at Highrise end and then you can map them into our integration

    Let us know if further help is needed