Formidable Highrise

Formidable Highrise is a WordPress plugin developed by Strategy11 that allows you to send posted results from your website's forms directly to your Highrise CRM account. This can be incredibly useful for businesses and organizations that rely on Highrise CRM to manage their customer relationships and sales processes.

What is Formidable Highrise?

Formidable Highrise is a plugin that integrates the popular form-building plugin Formidable Forms with Highrise CRM. This integration allows you to seamlessly capture form submissions on your website and send them directly to your Highrise CRM account, eliminating the need for manual data entry and ensuring that all of your leads and customer information is centralized in one place.

How does Formidable Highrise work?

Formidable Highrise works by adding a new action to the Formidable Forms plugin, which allows you to specify the Highrise CRM account to which you want to send form submissions. Once the plugin is installed and configured, any form submissions on your website that meet the specified criteria will be automatically sent to your Highrise CRM account, where they can be viewed and managed just like any other lead or contact.

Setting up Formidable Highrise

To set up Formidable Highrise, you'll need to have both the Formidable Forms and Highrise CRM plugins installed on your WordPress website. Once you have both plugins installed, you can configure the integration by navigating to the Formidable Forms settings and selecting the Highrise CRM option. From there, you can enter your Highrise API key and specify the form fields that you want to map to your Highrise CRM account.

Mapping form fields to Highrise CRM

One of the key features of Formidable Highrise is the ability to map form fields to specific fields in your Highrise CRM account. This allows you to ensure that the data captured from your website's forms is accurately and consistently transferred to your CRM, making it easier to manage and analyze your leads and customer information.

Why should you install Formidable Highrise?

There are several compelling reasons to install Formidable Highrise on your WordPress website, especially if you rely on Highrise CRM to manage your customer relationships and sales processes.

Streamline your lead capture process

By integrating Formidable Forms with Highrise CRM, you can streamline your lead capture process and ensure that all of your form submissions are automatically sent to your CRM account. This eliminates the need for manual data entry and reduces the risk of errors or omissions in your lead data.

Centralize your customer information

Formidable Highrise allows you to centralize all of your customer information in your Highrise CRM account, making it easier to manage and analyze your leads and contacts. This can help you make more informed decisions and improve the effectiveness of your sales and marketing efforts.

Improve data accuracy and consistency

By mapping form fields to specific fields in your Highrise CRM account, Formidable Highrise helps ensure that the data captured from your website's forms is accurately and consistently transferred to your CRM. This can help you maintain a clean and reliable database of leads and contacts.

Save time and effort

Ultimately, Formidable Highrise can help you save time and effort by automating the process of sending form submissions to your Highrise CRM account. This allows you to focus on more important tasks and frees up your team to focus on other aspects of your business.

Overall, Formidable Highrise is a powerful and valuable plugin for any WordPress website that relies on Highrise CRM to manage customer relationships and sales processes. By streamlining your lead capture process, centralizing your customer information, improving data accuracy and consistency, and saving time and effort, Formidable Highrise can help you make the most of your CRM and drive better results for your business.