Integrate Highrise with Zoho FSM

Send information between Highrise and Zoho FSM automatically, without writing any code, using Zoho Flow.

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Connect Highrise and Zoho FSM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Highrise and Zoho FSM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task category

Triggers when a new task category is created

New user

Triggers when a new user is created

New group

Triggers when a new group is created

New tag

Triggers when a new tag is created

New company

Triggers when a new company is created

New deal

Triggers when a new deal is created

New deal category

Triggers when a new deal category is created

New case

Triggers when a new case is created

New contact

Triggers when a new contact is created

New custom fields

Triggers when a new custom field is created

New task

Triggers when a new task is created

New module entry

Triggers when a new module entry is added

Updated module entry

Triggers when the details of an existing module entry is updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Fetch company

Fetches a company by name

Create task for contact

Creates a new task for the selected contact

Create deal

Creates a new deal

Create deal for contact

Creates a new deal for the selected contact

Create note for contact

Creates a note for the selected contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create contact

Creates a new contact

Create task for case

Creates a new task associated with a case. Creates a new case if it doesn't exist.

Create case

Creates a new case

Create module entry

Creates a new entry in the selected module

Update module entry

Updates the details of an existing record by entry ID

Fetch module entry

Fetches the details of an existing record by entry ID

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.

CRM

What is Zoho FSM?

Zoho FSM is a field service management platform that can help field technicians and service teams access, plan, execute, and manage service appointments.

FSM Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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