Integrate ExpoFP with Highrise
Send information between ExpoFP and Highrise automatically, without writing any code, using Zoho Flow.
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Add a new company in Highrise for new exhibitors profile created in ExpoFP
Minimize the risk of omissions and typos when duplicating company profiles. This flow will create a new company in Highrise as soon as an exhibitor is added to ExpoFP.
How it works
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a new company in Highrise.
Add a new company in Highrise for new exhibitors profile created in ExpoFP
ExpoFP + Highrise
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Supported triggers and actions
Integrate ExpoFP and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booth removed from an exhibitor
Triggers when a booth is removed from an exhibitor
Exhibitor created or updated
Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated
Booth added in an exhibitor
Triggers when a booth is added in an exhibitor
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
Add exhibitor
Adds a new exhibitor
Add exhibitor booth
Adds a specified booth in the selected exhibitor
Update exhibitor
Updates the details of an existing exhibitor
Remove exhibitor booth
Removes the specified booth in the selected exhibitor
Fetch exhibitor ID
Fetches the ID of the exhibitor using external ID
Fetch booth
Fetches the details of an existing booth using name
Fetch exhibitor
Fetches the details of an existing exhibitor using exhibitor ID
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
What is ExpoFP?
ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.
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What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
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