So many of our users rely on Wufoo to be the first step in their relationship with their own users. Whether we’re being used as a simple contact form or a complicated lead generation interface, we know how important it is to start those first few moments with potential clients and customers on the right foot. We’re therefore delighted to be able to provide integration with Highrise, 37signals’ approach to taking your newfound relationships to the next step.
Highrise is a web-based CRM (customer relationship management) service developed by 37signals that provides a more thoughtful way to keep track of the people, conversations and tasks that are crucial your organization’s workflow. Used by thousands of small businesses and entrepreneurs to manage over 15 million contacts, the service is considered one of the easiest ways to monitor the progress of the leads and deals that make up your organization’s workflow.
When coupled with our recently released real time notification platform, you can instantly update your contacts and leads into Highrise from a Wufoo powered form that can be embedded right on your web site or blog. We also provide a very easy field matching interface to associate all the different client information Highrise accepts with data collected from your forms.
For our users that have helped us test the new integration right out of the gate last week, you’ll be happy to know that we’ve just added the ability to attach notes and tags to your contacts so that you can easily sort and access new contacts in your Highrise dashboard as soon as they’re entered in Wufoo. We’ve empowered these Notes and Tags to be able to use our Templating API so you can still insert data dynamically from your Wufoo from that doesn’t match Highrise’s predetermined fields.
Sending leads and contacts from Wufoo into Highrise is fast and painless. Just go to the Notification Settings for a form that’s collecting data you want sent to Highrise and then follow along with Tim in this screencast:
Please note that this integration does not allow you to export or send entries that have already been collected through your form to Highrise. It only works on entries after the integration is set up. Past entries would still need to be exported from Wufoo and then imported into Highrise via CSV.
Integration with Highrise is available to all users across all plans. Once again, many thanks go out to the 37signals crew for their help and support. If you want to learn more about how to integrate Wufoo’s real time notifications with other great web applications, check out our integration documentation.