Integrate Highrise with Autopilot
Send information between Highrise and Autopilot automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Autopilot each time a new contact is created in Highrise
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Autopilot whenever a new contact is added in Highrise.
How it works
- The flow triggers when a new contact is created in Highrise.
- Zoho Flow creates a new contact in Autopilot.
Generate a new contact in Autopilot each time a new contact is created in Highrise
Highrise + Autopilot
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Supported triggers and actions
Integrate Highrise and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
All Actions - Actions are the automated tasks
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
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
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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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
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