The forms.app and Highrise integration that you will set up on Zapier make it possible to create potential customer profiles with your form data. If you wish, you can add notes to the profiles you create or create job descriptions to optimize your workflow.
What you need to get started:
● forms.app account
● A Highrise account
● A Zapier account
How to set up this integration?
Click the 'Use This Integration' button.
Once you are redirected to the Zapier page, click on the “forms.app + Highrise Connect” button.
Sign in to your Zapier and forms.app accounts.
Follow the simple steps to set up the integration you like.
End the integration and enable Zap.
There, it is done! forms.app and Highrise integration is the best way to make CRM monitoring easier!