This automation scenario allows you to connect Hunter and Highrise
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
Hunter and Highrise can also be integrated using automation tools other than zapier:
When this trigger fires in Hunter
Triggers when a new lead is created.
Then this action happens in Highrise
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 Add new Hunter leads to Highrise CRM as contacts.
Part I
First, we need to connect Hunter and Highrise to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Hunter to Zapier.
Give Zapier access to your Hunter account, using Hunter credentials.
Connect Highrise to Zapier.
Give Zapier access to your Highrise account, using Highrise 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 Hunter
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an 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 Hunter and Highrise.
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 Add new Hunter leads to Highrise CRM as contacts!
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
Creates a new lead.
Verifies the deliverability of an email address.
Creates a new lead.
Generates the most likely email address from a domain name or a company name, a first name and a last name.
Counts how many email addresses we have for one domain.
Generates the most likely email address from a domain name, a first name and a last name.
Highrise alternatives
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