Gravity Forms – Highrise CRM Addon GPL v1.3 – Effortless Lead & Contact Automation
₹219.00
- Highrise CRM Integration: Connects Gravity Forms to Highrise for automated contact and lead creation.
- Real-Time Data Sync: Instantly sends form submissions to Highrise as contacts, notes, or tasks.
- Custom Field Mapping: Maps form fields to Highrise fields, including custom fields, for precise data transfer.
- Task & Deal Assignment: Automatically creates tasks or assigns deals in Highrise based on form data.
- Conditional Logic Support: Triggers CRM actions only when specific form conditions are met.
- No-Code Setup: Configures easily using Gravity Forms’ intuitive interface.
- Secure API Connection: Ensures safe, privacy-compliant data transfers via Highrise’s API.
Description
- Seamless Highrise CRM Integration:
The Gravity Forms Highrise Addon GPL v1.3 effortlessly connects your WordPress forms to Highrise CRM, a flexible contact management tool designed for small businesses. Set up the integration with your Highrise API token and account URL in minutes, no coding required. Perfect for sales teams and marketers, this addon simplifies lead management. Transform your forms into a powerful CRM automation tool - Real-Time Data Sync for Instant Updates:
Sync form submissions to Highrise instantly, ensuring your CRM stays current with new leads, contacts, or customer notes. This real-time feature is ideal for rapid follow-ups on inquiries, orders, or support requests, keeping your sales pipeline active. Eliminate manual data entry and stay responsive. Boost efficiency with real-time CRM updates! - Custom Field Mapping for Precision:
Map Gravity Forms fields to Highrise contact fields, including custom fields like lead source or company details, for accurate and tailored data transfer. Configure mappings easily in the Gravity Forms feed settings. Deliver organized, actionable CRM data with pinpoint accuracy. Streamline your contact management with customized data flows - Task & Deal Assignment for Streamlined Workflows:
Automatically create tasks or assign deals in Highrise based on form submissions, enabling efficient follow-up actions. For example, a form submission can trigger a task for a sales rep or assign a deal to a specific pipeline, optimizing team coordination. This automation saves time and accelerates sales processes. Set up task and deal rules in the feed configuration. Enhance productivity with form-driven CRM actions - Conditional Logic for Targeted Automation:
Leverage Gravity Forms’ conditional logic to trigger Highrise actions only when specific form conditions are met, such as creating a contact only for “qualified” leads. This ensures your CRM is populated with relevant data, reducing clutter and improving focus. Configure conditions effortlessly in the feed settings. Optimize your workflows with smart, targeted automation. Keep your Highrise organized and efficient! - No-Code Setup for Easy Configuration:
Simply enter your Highrise account URL and API token, map fields, and define actions in minutes, even for WordPress beginners. Clear documentation ensures a smooth setup process. Focus on growing your leads, not tackling technical hurdles. - Secure API Connection for Trust:
Protect user data with secure, privacy-compliant transfers to Highrise via API, aligning with standards like GDPR. The addon safely handles sensitive form data, such as contact details or notes, ensuring trust and compliance. Transparent data management supports reliable workflows. Maintain ethical practices without sacrificing automation. Keep your CRM data secure and dependable! - Ideal for Marketers and Small Businesses:
This addon empowers marketers, sales teams, and small businesses to streamline lead capture and CRM management. Use it for contact forms, lead generation, or customer feedback, with seamless Highrise integration. Its versatility supports eCommerce, consultancies, or service providers aiming for growth. Enhance follow-ups and build stronger customer relationships. Convert form submissions into organized, actionable CRM entries.
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