Streamline your lead generation process and eliminate manual data entry with the Formidable Forms Highrise CRM add-on. Designed for businesses that rely on Highrise to manage customer relationships, this powerful integration automatically sends your website form submissions directly into your CRM. By connecting your WordPress forms to Highrise, you ensure that every inquiry, lead, or support request is captured instantly, allowing your sales and support teams to follow up faster and stay organized without the tedious task of copying and pasting contact details.
Key Features
- Automatic Contact Creation: Instantly create new contacts in Highrise the moment a user submits a form on your WordPress site, ensuring no lead falls through the cracks.
- Custom Field Mapping: Easily map your Formidable Forms fields to specific Highrise contact fields, allowing you to capture custom data points like job titles, company names, or specific interest tags.
- Note and Task Automation: Beyond just contacts, you can automatically add notes to existing contact profiles or create follow-up tasks in Highrise based on form submissions.
- Lead Source Tracking: Pass data from hidden form fields into Highrise to track exactly which page or campaign generated the lead, providing better visibility into your marketing ROI.
- Seamless Integration: Built specifically for the Formidable Forms ecosystem, this add-on offers a stable and reliable connection that works in the background without slowing down your site.
- Conditional Logic Support: Use Formidable Forms’ powerful conditional logic to decide when and how data is sent to Highrise, ensuring only qualified leads are pushed to your CRM.
Use Cases and Who It’s For
This add-on is an essential tool for business owners, sales managers, and marketing professionals who use Highrise to manage their client pipelines. If you are tired of manually exporting CSV files from your website and importing them into your CRM, this tool is for you.
For service-based businesses, such as agencies or consultants, this integration ensures that contact form inquiries are immediately available in the CRM for the sales team to review. For e-commerce store owners, it helps in capturing detailed customer feedback or wholesale inquiries directly into the CRM, allowing for personalized follow-ups. By automating the data transfer, you reduce human error and guarantee that your CRM remains the single source of truth for your customer interactions.
Setup and How It Works
Getting started with the Highrise CRM add-on is straightforward and requires no complex coding knowledge. The integration is designed to work within the familiar Formidable Forms interface.
- Install and Activate: Ensure you have both the Formidable Forms plugin and the Highrise add-on installed on your WordPress site.
- Connect Your Account: Navigate to the Formidable Forms settings and enter your Highrise API credentials to establish a secure, authorized connection between your website and your CRM.
- Configure Your Form: Open the form you wish to connect, go to the Actions & Notifications tab, and select the Highrise action.
- Map Your Fields: Use the intuitive mapping interface to pair your form fields (like Name, Email, and Phone) with the corresponding fields in your Highrise account.
- Save and Test: Save your settings and perform a test submission on your live form to verify that the data appears correctly in your Highrise dashboard.
Similar Plugins
While the Highrise CRM add-on is specifically optimized for the Formidable Forms ecosystem, other general-purpose integration tools exist for WordPress. Plugins such as Zapier or Uncanny Automator can also facilitate connections between various form builders and CRMs. However, using the dedicated Formidable Forms add-on is generally recommended for users who want a native, lightweight solution that does not require third-party middleware or additional monthly subscriptions for automation services.