Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
More information at https://zapier.com/zapbook/highrise/
Built to play well with others
Wouldn’t it be cool if your favorite apps could “play nice” with dotdigital Engagement Cloud, making your life easier in the process? Well, they can! Zapier allows you to connect your Engagement Cloud account to your favorite apps and online tools, such as Google Docs, Eventbrite, Trello, and Evernote. Why would you want to do this? So you can automate manual tasks without all that tedious data entry. For example, let’s say you want to pull data from an Engagement Cloud survey and place it into Google Calendar. Instead of entering all that data manually, Zapier will do all the heavy lifting for you and do it automatically automate it. Connecting Engagement Cloud to other apps saves you a ton of time so you can focus on more important stuff.
Keeping Engagement Cloud in check, check!
The Engagement Cloud zap is launching with seven "actions" - Create Contact, Add Contact To Address Book, Send Transactional Email, Unsubscribe Contact, Create Contact Data Field, Create Address Book and Refresh Segment. Keeping your Engagement Cloud account up to date when something happens in Highrise couldn't be easier; whether it’s when a new account is created or a new contact, you can now "action" any of the above Engagement Cloud tasks when this happens.
Let your survey do the talking
Engagement Cloud's zap comes with a single but highly valuable "trigger" - the completion of a new survey response. This allows you to fire any of Highrise’s triggers every time you receive a new response to a survey, which could be to create a contact, for example. And the great thing about using Zapier with Highrise is that any of the actions you trigger can contain any of the original data you collected from the survey response, allowing you to make them highly personalized but, most importantly, have all your tools completely in sync.
Multi-step Zaps let you chain as many actions as you want to a single trigger so you can automate complete workflows—three steps, five steps, 20 steps even—with one Zap. Multi-step Zaps work like waterfalls: all the data flows down. You can use information from any step to flesh out the steps below it. Go ahead, grab a name from step one and use it in step six, or an email address from step three and use it in step five. You can even mix and match data from multiple apps and pass all the essentials to a dedicated hub, just like routing all customer information from emails and forms into your CRM or tracking spreadsheet.