Gravity Forms Highrise Addon v1.3 GPL

Gravity Forms Highrise Addon GPL Overview

The Gravity Forms Highrise Add-On enables seamless integration between Gravity Forms and Highrise, a flexible and powerful contact management tool. This integration helps you automatically create contacts and contact notes in Highrise, streamlining your workflow and improving your customer relationship management.

Key Features:

1. Automatic Contact Creation
   • Automatically create new contacts in Highrise when a Gravity Form is submitted.
2. Create Contact Notes
   • Add notes to contacts in Highrise, helping you track interactions and follow-ups.
3. Conditional Logic Integration
   • Use Gravity Forms’ built-in conditional logic to control when contacts or notes should be created in Highrise. Tailor the process to your specific needs.
4. Easy Setup
   • The Highrise Add-On is accessible through the Gravity Forms Add-On installer and the Add-On Downloads page.
5. Developer License Requirement
   • The Highrise Add-On is available to Gravity Forms Developer license customers. An active Highrise account is required to use this integration.

Benefits:

• Streamlined CRM Integration:
  • Automatically sync form submissions with Highrise, saving you time and effort in managing your contacts.
• Customizable Workflow:
  • Use conditional logic to create highly tailored workflows that only create contacts or notes when certain conditions are met.
• Centralized Contact Management:
  • Keep all your customer data organized in one place within Highrise, making it easier to manage interactions and maintain relationships.
• Enhanced Customer Tracking:
  • Add detailed notes to contacts to track customer interactions, ensuring you never miss a follow-up.

Use Cases:

1. Lead Capture:
   • Automatically add new leads to Highrise from Gravity Forms submissions, ensuring your sales pipeline stays up to date.
2. Customer Support:
   • Create support-related contact notes in Highrise after receiving form submissions, helping your support team stay organized.
3. Event Registration:
   • Automatically create contacts and track notes for event registrations or RSVPs.
4. Feedback Collection:
   • Collect customer feedback through forms and add it directly to Highrise as contact notes for future reference.

The Gravity Forms Highrise Add-On makes it easy to integrate your Gravity Forms with Highrise, helping you automate your CRM processes and stay organized. Whether you’re capturing leads, tracking customer interactions, or managing event registrations, this add-on provides a seamless connection between your forms and your Highrise account.