Integrate Highrise with Retently
Sync customer profiles between Highrise and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant CRM interactions such as deal closures or task completions, and use survey responses to inform relationship management strategies.
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About Highrise
Highrise CRM allows for contact management, task monitoring, and deal tracking, enabling users to manage relationships with clients effectively.
Highrise to Retently
New Task Category
Triggers when a new task category is added.New Contact
Triggers when a new contact is added to Highrise.New Deal
Triggers when a new deal is added.Changed Deal Status
Triggers when the status of a deal has changed. Note: only triggers one status change per deal per day.New Case
Triggers when a new case is added.New Task
Triggers when a new task is added.New Company
Triggers when a new company is added to Highrise.New Custom Fields
Triggers when a new custom field is created in Highrise.New Deal Category
Triggers when a new deal category is added.New Group
Triggers when a new group is added.New Tag
Triggers when a new tag is added to Highrise.New User
Triggers when a new user is added.Retently to Highrise
Create Note for Contact
If a contact exists, a note will be added. If no contact exists, one will be created and a note will be added.Create/Update a Contact
Creates a new contact, or updates an existing contact if it already exists.Create Deal for Contact
Creates a new deal associated with a contact.Create Task
Creates a new task.Create Task for Case
Creates a new task associated with a case and will create a new case if it doesn't exist.Find a Contact
Finds a contact by email.Create a Company
Creates a new company if it does not exist yet.Create Deal
Creates a new deal.Create Case
Creates a new case.Create Task for Contact
Creates a new task associated with a contact.Find a Company
Finds a company by name.
Greg Raileanu
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