Highrise is a third-party Customer Relationship Management system that is used to manage leads. You can sign up for an account here. When used in conjunction with Formstack lead generation forms, a lead fills out a form, and their info goes into Highrise and (optionally) a new follow-up task is created in Highrise as well. If a contact already exists in Highrise, their info will be updated by future submissions using the same/duplicate email address.
To add the Highrise integration to your Form, go to Settings > Integrations > CRM and then click "Add" next to the Highrise integration.
After doing so, click on Highrise underneath Integrations to set up the integration. To set up the Highrise integration, you will need your Site Address (which should be yourname.highrisehq.com) and your API Authorization Token. To find your API token, log into your Highrise account and click on "My Info" at the top of the screen. Under the boxes for changing your password, you should see a link that says "Reveal authentication token for feeds/API". Click on that and it will show your API token, which you can then copy and paste into Formstack.
Once you add your Site Address and API Token, click "Continue" and the fields from your Highrise account will populate into Formstack. You will need to match the fields on your form up to the fields from Highrise in the integration settings. If you have an additional email address, phone number, etc. fields on your form that you need to pass on to Highrise, hit the plus symbol to the right of one of those fields to add an additional one. Note, the required fields are marked with a red asterisk. All of the other fields are optional.
In addition to the default Contact fields, you are also able to map information to custom fields you have created in Highrise. You can also set up follow-up Tasks to be generated when the Contact is added to Highrise (optional).
At the bottom of the integration settings, you can add an email address for error handling when the integration fails. This is recommended, but not required. The errors are sent from Highrise.
Finally, after all of your settings are the way you want them, make sure to toggle the integration "on" via the on/off switch in the top right corner of the integration settings to begin sending your data to Highrise.
Re-Running the Integration
If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.
Note: If you are sending file attachments to Highrise, you must store your data in the Formstack database as well, or the files won't be transferred.