Highrise
Lusha
zapier

An automated workflow using zapier

Connects Highrise + Lusha

Enrich new Highrise CRM users with personal contact details from Lusha

About this workflow template

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.

Highrise and Lusha can also be integrated using automation tools other than zapier:

Diagram

Enrich new Highrise CRM users with personal contact details from Lusha
Workflow diagram: Highrise + Lusha integration

How it works?

When this trigger fires in Highrise

Highrise

New User in Highrise

Triggered when a new user is added.

Then these actions happen in Highrise and Highrise

Lusha

Lookup Contact in Lusha

Lookup a new contact.

Highrise

Create/Update a Contact in Highrise

Creates a new contact, or, if a contact exists, we will update it.

How to set up this workflow

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

Configure Applications

First, we need to connect Highrise and Lusha to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Highrise to Zapier.

    Connect Highrise to Zapier.

    Give Zapier access to your Highrise account, using Highrise credentials.

  • Connect Lusha to Zapier.

    Connect Lusha to Zapier.

    Give Zapier access to your Lusha account, using Lusha credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Highrise

    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

    Then set up an Action for Lusha

    Choose this action: Lookup Contact (Lookup a new contact.).

  • Then set up another Action for Highrise

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Highrise and Lusha.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Highrise

    New contact

    Triggers when a new contact is added to Highrise.

    zapier
    triggerbyzapier
  • Highrise

    New task

    Triggered when a new task is added

    zapier
    triggerbyzapier
  • Highrise

    Changed deal status

    Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

    zapier
    triggerbyzapier
  • Highrise

    New user

    Triggered when a new user is added.

    zapier
    triggerbyzapier
  • Highrise

    New deal

    Triggered when a new deal is added

    zapier
    triggerbyzapier
  • Highrise

    New task category

    Triggered when a new task category is added

    zapier
    triggerbyzapier
  • Lusha

    Find company

    Find company

    pipedream
    actionbypipedream
  • Lusha

    Find contact

    Find contact

    pipedream
    actionbypipedream
  • Lusha

    Lookup contact

    Lookup a new contact.

    zapierintegrately
    actionbyzapierintegrately
  • Lusha

    Lookup contact (legacy)

    Lookup a new contact.

    zapier
    actionbyzapier
  • Lusha

    Test trigger

    The test trigger.

    zapier
    triggerbyzapier

Apps you need

Highrise

Highrise

CRM

Online CRM solution with zero learning curve

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.