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:
Step 1. Setup a Highrise account
Get a Highrise account if you don’t have one and copy your authentication token (https://help.highrisehq.com/users/api-token/).
Step 2. Finding the Highrise integration
Go to our form builder and click on Settings->Integrations. Here you can find the different applications you can integrate, find Highrise on the search bar and click on it.
Step 3. Login and Authenticate
Authenticate yourself by completing your Highrise login URL and entering your Authentication token.
Note: The “Login Page” is the URL found at the address bar of your web browser after you logged in to your Highrise account.
Step 4. Choose your list.
Step 5. Match your form fields.
You can add fields from your Highrise list and match it on your JotForm form fields. Please do make sure that the fields you are matching have the same field type.
Step 6. Complete integration.
Click the Complete Integration button and that’s it! Your form is now integrated with Highrise CRM:
Do you have any question? Did you find any trouble while doing the integration? If so, please let us know in the comment box below or open a new thread on our support forum page.