This automation scenario allows you to connect Highrise and Lusha
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Highrise and Lusha can also be integrated using automation tools other than zapier:
When this trigger fires in Highrise
Triggered when a new user is added.
Then these actions happen in Highrise and Highrise
Lookup a new contact.
Creates a new contact, or, if a contact exists, we will update it.
This guide contains information on how to set up an automatic workflow that allows to Enrich new Highrise CRM users with personal contact details from Lusha.
Part I
First, we need to connect Highrise and Lusha to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Highrise to Zapier.
Give Zapier access to your Highrise account, using Highrise credentials.
Connect Lusha to Zapier.
Give Zapier access to your Lusha account, using Lusha credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Highrise
Choose the following trigger: New User (Triggered when a new user is added.).
Then set up an Action for Lusha
Choose this action: Lookup Contact (Lookup a new contact.).
Then set up another Action for Highrise
Choose this action: Create/Update a Contact (Creates a new contact, or, if a contact exists, we will update it.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Highrise and Lusha.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Enrich new Highrise CRM users with personal contact details from Lusha!
Triggers when a new contact is added to Highrise.
Triggered when a new task is added
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Triggered when a new user is added.
Triggered when a new deal is added
Triggered when a new task category is added
Find company
Find contact
Lookup a new contact.
Lookup a new contact.
The test trigger.
Highrise alternatives
A tool to find email addresses & phone numbers from social networks & the web
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