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Profile Image Aytekin Tank is founder of JotForm. He currently leads the JotForm development team. He loves to hear from JotForm users. Feel free to shoot him an email at aytekin at jotform.com.


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Easy Contact Management with Highrise

June 12, 2012
Highrise is a Customer Relationship Management software which helps you track people, conversations, and tasks to keep your relationships fresh. Be prepared to make a difference for your business.



With JotForm’s Highrise integration, you’ll be able to track contacts & tasks since you cannot have any conversations in a web form. The best part is, you can add unlimited fields for tracking to manage contacts & tasks how you want them to be.


How to Setup the Highrise Integration:

1. Get a Highrise account if you don’t have one and copy your authentication token with the following steps:

    1. Click account & settings
    2. Select my info
    3. Select the API token tab
    4. Copy the given code



2. Go to our form builder and click on the integrations button on the toolbar.



3. Select Highrise on the integrations wizard.

4. Enter your Highrise account credentials.



5. Choose the type of your form. Choose “Contact” for creating contacts and “Task” for setting tasks.



6. Map your form question fields with the data fields on your Highrise account.

Here’s what you can do in your Highrise account:


Here’s how you see it in our integration wizard:


7. Click finish and you’re done.




Go ahead and take your business to the next level with our newest integration. Feel free to give us comments, suggestions, or related issues in the comments section below.

8 Comments...


   
agahi (June 12, 2012 at 05:25 PM)

very well . thank you for your best support and best services


   
tareqhijazeen (June 13, 2012 at 06:07 AM)

thanks dude


   
ajlst21 (June 13, 2012 at 10:25 AM)

Nice work!


   
bobthewebguy (June 17, 2012 at 08:10 PM)

You really need a video showing what this does.. I don't understand what it can do...sorry...

View Answer


   
azezz (June 20, 2012 at 03:28 PM)

كحنك


   
Frank Muller (November 08, 2012 at 01:34 PM)

Thanks! I started to use Highrise in my small businnes and I am really fond of it. I like the systems which are really user friendly and that is exactly Highrise. In addition I have to recommend this new tool Highrise Task Guard. No relationship is forgotten because this little tool can point out the contacts that had no tasks. It is really helpful "keeping in touch" tool. And it is free for all users: https://highrise.businessframe.com


   
Girlstrekking (June 15, 2015 at 03:11 AM)

I really don't see how this works. I would like Highrise to be able to "collect data" from forms customers are filling out online with JotForm. Is this what this plugin can do??

View Answer


   
BestLawFirm (November 30, 2015 at 07:03 PM)

Can you edit or add information/fields to existing contacts or only add new contacts?

View Answer


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