Highrise is a web based contact manager that helps businesses save and organize notes, keep track and get reminders. For more information visit http://highrisehq.com
Manage Customer Information between Highrise & SupportBee
Use SupportBee's Highrise integration to seamlessly synch information between Highrise and SupportBee
- Pull customer information from Highrise and see it as a comment on the ticket with a link to the Highrise page.
- Update the customer information in Highrise whenever there is a new ticket.
Adding the Highrise Integration
To add the integration, click on the 'Add to My SupportBee'. If this is the first integration that you are adding, you will have to enter your subdomain and you will be taken to a settings screen. Fill in the following details
To get an auth token, login to your Highrise account, go to My info under Accounts & Settings > API Authentication Token
This is your Highrise subdomain i.e. if you login to Highrise at mycompany.highrisehq.com, enter mycompany
Create a New Person in Highrise if one does not exist
Check this option if you want us to create a new contact in Highrise if we can't find one based on the email address of the customer.
Send ticket content to Highrise
By default we only add a link to the SupportBee ticket. If you want the full content of the ticket to be posted to Highrise, please check this option.
Using the Integration
Once you add the integration, sit back and relax. You don't have to do anything manually. Every time a ticket comes in, we will automatically look in Highrise and post a comment on the ticket if we find a contact based on the email address. If we can't find one, we will create a contact if you have the option checked in settings.