Tip #28: Automate note creation for contacts

Alison Groves
Aug 24, 2017 · 1 min read

Information you need to know about your contacts is everywhere, but collecting and adding it to Highrise can sometimes be time consuming.

Enter automation. By connecting Highrise to other tools you use to run your business such as form apps, you can automatically create notes in Highrise from just about anything with the help of a tool called Zapier.

Let’s say for example you’re looking to get feedback from existing contacts you already have in Highrise. Before automation, you would have to collect that feedback, then go to each contact individually and add the new note there.

Now, through the help of our friends at Zapier, you can connect that feedback form (0r just about any other app you use) right to your Highrise account, and the notes will automatically create themselves on the correct contact.

Check out how to connect an app like Google Forms right to Highrise through Zapier.

Looking to automate other things within Highrise? In a previous tip post we cover how to connect Google Calendar to Highrise through Zapier as well.

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

)

Alison Groves

Written by

Customer Champ at Help Scout. Amateur homebrewer and vinyl collector. Semi-pro sports yeller. Professional helper. alison@helpscout.com

Highrise

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

Welcome to a place where words matter. On Medium, smart voices and original ideas take center stage - with no ads in sight. Watch
Follow all the topics you care about, and we’ll deliver the best stories for you to your homepage and inbox. Explore
Get unlimited access to the best stories on Medium — and support writers while you’re at it. Just $5/month. Upgrade