The Wufoo Blog

Wufoo’s Highrise Integration Lets You Add Contacts and Leads from Your Web Site

By Kevin Hale · January 26th, 2010

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 Integration Steps

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.

Highrise Field Matching Interface

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:

Highrise 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.

This entry was posted 7 years ago and was filed under News & Updates. Comments are currently closed.

Comments

  1. I was wondering when/if you will be including integration for Salesforce?

    We spend a lot of time re-entering stuff from Wufoo into Salesforce…

    Thanks!

    Dylan

    Posted 7 years ago by Dylan Newcomb.
  2. Hi Dylan, Salesforce is on the horizon for Wufoo integration, but in the discovery phase. If you have opinions on what facets of Salesforce would work well with Wufoo, please let us know at http://wufoo.com/support/

    Posted 7 years ago by Tim Sabat.
  3. You guys are doing great things!

    Since we ship a lot of orders daily, is there an existing integration that uses UPS for making shipping labels?

    Posted 7 years ago by Jorge.
  4. This is the biggest let down. Making the company a required field - bad idea. means all the data I want to sync, won’t. Please sort it out.

    Matalin, Sales and marketing manager, running wufoo for 2 companies.

    Posted 7 years ago by Matalin Hatchard.
  5. Matalin, your wish is my command. I’ve lifted the restriction on Company. Name is now the only required field.

    Posted 7 years ago by Tim Sabat.
  6. Thats fantastic. Love it! thank you for the rapid, rapid response!

    Now I have a problem that it is not recognising my existing contacts in Highrise - the people submitting forms in wufoo are creating duplicate contact entries instead of adding a note/whatever to existing contacts. I then have to go through and manually merge… time consuming. I love wufoo and I’m using it as an engagement tool for existing + new customers… any chance of getting this looked at?

    Cheers!!

    Matalin

    Posted 7 years ago by Matalin Hatchard.
  7. I’m having the same issues as Matalin. When someone submits a form, it doesn’t recognize if they are already in highrise and creates a duplicate contact (even when name, email address, etc. match).

    Other than that, it works amazingly well. Please let me know if there is anything to do about this.

    Thanks!

    -Brandon

    Posted 7 years ago by Brandon Labman.
  8. I love this integration and already put it to work with my Highrise account. I just love the fact that I can attach information gathered in the form to a note and 10 tags to my highrise contact. The thing is: ONLY 10 TAGS? Please, please, please, can you augment that?

    Being able to collect more than personal information and pass it to highrise through tags is fantastic because it let’s me surf through my database just by selecting multiple tags. But I certainly need more than 10.

    Hope to hear from you soon on this.

    Posted 7 years ago by MARIO FRADE.
  9. Hi Mario, we’ve made that tag limitation to prevent some possible performance issues down the road. The issue is that the Highrise API can only accept one tag at a time per request (you cannot send just a string of multiple tags in a single call). Because of this, we actually have to parse your tags and loop through them to send each tag to Highrise individually. We just made it look simple in the UI for ease of use on your end.

    Unfortunately, because it means that each tag uses up resources and connections on both our end and 37signals end, we’ve decided to limit it to a fixed number until we can better gauge usage.

    Obviously, the ideal solution would be a change on Highrise’s end, but we know they’re busy guys over there and so we’ll do what we can to work within the structure they’ve provided.

    Posted 7 years ago by Kevin Hale.
  10. This works great. Using this blog and the video I’ve been able to get the integration working seamlessly.

    I do have a request though. Now that you have Highrise and Campfire working with this, is Basecamp integration coming soon? (I use all three).

    Thanks for your constantly ongoing innovation!

    Posted 7 years ago by DW.
  11. Hi DW, we actually talked with the 37signals team about Basecamp integration with Wufoo and we couldn’t think of anything together that would make doing the interaction really useful. If you can share a use case for how you might find it useful, please do let us know.

    Posted 7 years ago by Kevin Hale.
  12. Hello Kevin,

    Thanks. I’m new to Basecamp. Currently using 5pm for project management, but I was thinking that it would be nice if client information submitted on a Wufoo form could go directly into Basecamp at the same time as it goes into Highrise. Just the basic contact information. This way, if your form has fields regarding a new project (such as ordering a new product, a new design, etc.), the project can automatically get kicked off in Basecamp at the same time, saving the time of putting in the basic info when starting a new project.

    So when the form is submitted the information immediately: 1) Creates a New Project 2) Fills in the info in the “Messages” or “To-Do” tabs.

    Seems like it would save some time and help get everything going instantly. But I could be wrong about that. Maybe there’s already a way to do this from within Highrise directly that I just don’t know about.

    Thanks for listening. I think Wufoo’s great customer service is one of the reasons for your success! :)

    Posted 7 years ago by DW.
  13. Regarding the limitation on the number of tags to pass to Highrise, maybe you could jump the limit just a little bit? 10 is already nice. Unfortunately I need to gather 15 to 20 pieces of information. As it stands, I understand that each possible answer in a checkboxes question stands for a single tag. So, just 2 or 3 questions of that type could reach the limit of 10 tags being passed into Highrise.

    Hopefully you’ll be able to turn it up a notch.

    Posted 7 years ago by Mario Frade.
  14. Hi Guys,

    just another note RE duplicate contacts being created in highrise (not recognising an existing contact record). I went away for a long weekend and now have 50 duplicates. If there was a batch merge feature this would be less of an issue, but at 8 clicks per record to complete a merge, it’s quite time consuming. Love to know if this was being worked on, or a timeframe for it to happen..

    Thanks again for pushing hard to improve the service and product!

    Matalin

    Posted 7 years ago by Matalin Hatchard.
  15. Hi Mario, I’ll talk to the guys about the tag limit. The problem is that we have to make a call to Highrise for each new tag. As it stands, if you add 10 tags, a note and a Person to HR we make 12 outbound http calls. This is not only taxing on our servers, but also on 37Signal’s resources. Things probably won’t change, but I’ll bring it up again anyway. If we do make the change we’ll announce it on the blog.

    Posted 7 years ago by Tim Sabat.
  16. Maralin, regarding HR duplicates, we have to walk a fine line between supporting your use case while still allowing multiple ‘Joe Smith’ entries. What I think we’ll do is compare name and Email address. If there’s a match, we’ll add the note and tags to the current Person. If there’s no match we’ll add a new contact. Any feedback here would be of great benefit to us.

    Posted 7 years ago by Tim Sabat.
  17. Hi Tim,

    Certainly I wouldn’t like it based on the name alone as this would limit those “Joe Smiths” as you mentioned. The ideal would be using the email as the unique identifier, then comparing name. In my case I would be happy using only the email address as the only unique identifier as names can often be mis-spelled etc, and I don’t have multiple customers with the same emails.

    So my ideal - email as the only decider for unique contact record.

    But the current situation with the amount of duplicates is a little counter productive..

    Thanks as always for your prompt responses!

    Matalin

    Posted 7 years ago by Matalin Hatchard.
  18. Does anyone know how these new contacts are dumped into Highrise?

    If I have a contact us form on my website, and they fill out all their details (name, email, company, etc), where do they go in the Highrise account? Is there a place I can see all these incoming contacts?

    How do you keep them separate, so you know to get back to them with a reply?

    Thanks

    Posted 7 years ago by Evan.
  19. Hi Evan,

    You can separate them using tags, which are defined on the notification page of your form. (using up to 10 tags). In HR you can then click on that tag (such as contact form) to see all the leads/contacts in one area.

    The other way is to click on the contacts tab in HR and sort by recently added.

    ;-)

    Matalin

    Posted 7 years ago by Matalin Hatchard.
  20. This is just a sweet little feature! I just added this integration to my website contact form and it works like a charm. I really appreciate not having to re-type the info into Highrise. You guys, as usual, rock!

    Posted 7 years ago by Tammy.
  21. Matalin,

    Thanks for the quick response.

    Is there a date for when the tag was added, so you can sort chronologically in order to get back to people in the right order?

    I’ve been looking for the recently added tab in HR, because I swore I’d used one before, but now I can’t find it :-(

    Thanks again! Look forward to trying this out!

    Posted 7 years ago by Evan.
  22. This integration is nice but not perfect! My biggest concern is wondering why the actual survey isn’t somehow attached to the contact, once they’re created. It’s great having the contact show up in Highrise but not all that useful if you can’t see their survey answers!

    Even a link directly to the survey - anything!!!

    Posted 7 years ago by Raymond Brigleb.
  23. To the earlier post. We do allow the survey fields to be passed through using templating (see http://wufoo.com/docs/templating) to the Highrise Notes or Tags. Check out http://wufoo.com/docs/integrations/highrise/#notesAndTags

    Posted 7 years ago by Tim Sabat.
  24. I would like to see Basecamp and Wufoo integration. I want to have it when someone submits content for my web design company it dumps directly into BaseCamp.

    Posted 7 years ago by Jeremy.
  25. @Jeremy, we’ve considered adding BaseCamp integration but it seems that so many other ideas have taken center stage. While we may someday do this, you could jumpstart desires using a Web Hook integration matched up with a service like scriplets.org and BaseCamp’s super-simple API.

    Posted 7 years ago by Tim Sabat.
  26. I love it! I love it! I just got it working the other day and absolutely love it. It’s a rock’n integration. Highrise has a Twitter field and when I made my “Twitter field” in my Wufoo form the integration didn’t “recognize” it. Is there a way to pass the Twitter handle through?

    Posted 7 years ago by Bob.
  27. @Bob, we’re glad you’re glad. That’s great! Right now, we pass though all pre-defined fields that the Highrise API will permit. Until the API is updated, your best bet will be to pass through arbitrary Wufoo fields (e.g. your Twitter field) to Highrise using notes and tags.

    Posted 7 years ago by Tim Sabat.
  28. Also looking forward to the Salesforce Integration!

    Posted 7 years ago by Adam.
  29. can the form auto add a task with the new contact?

    Posted 7 years ago by Shannon Smith.
  30. bump please

    Posted 7 years ago by shannon smith.
  31. @shannon, we don’t have any current plans to include task creation to the Highrise lineup. If you need this functionality, I suggest you look into the advice given given by me (above) to @Jeremy regarding the use of the Web Hook.

    Posted 7 years ago by Tim Sabat.
  32. Can you release the requirement that we match a name for Highrise? Isn’t an email enough? I feel like how it used to work was that if you only had an email address, it used everything before the ‘@’ as the name.

    We don’t want to force people to give us a First & Last name when they sign up on our site. We only ask for an email.

    This would be really really helpful.

    Thanks.

    Posted 6 years ago by Jacob.
  33. Requiring the Name for Highrise is ruining my newsletter campaign. Why is this required? Newletter signups NEVER require a name.

    Posted 6 years ago by NoNameRequired.
  34. @jacob & @NoNameReqired, we’re hamstrung by Highrise’s requirements. The only way we can think to get around this is to use url modifications to pre-populate the name, then CSS keywords to hide the field. Read about each here:

    http://wufoo.com/docs/url-modifications/

    http://wufoo.com/docs/form-builder/field-settings/#cssKeywords

    Posted 6 years ago by Tim Sabat.
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    The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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