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Highrise Integration Activation

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Highrise integration setup is quick and easy. No programming is required: just enter your Highrise account information and the integration process is complete.

Follow these steps to activate the integration:

  • Log into your Talkdesk account as an Administrator.
  • Click on the 'Admin' section at the top of the page [1]. 
  • Select the 'Integrations' tab [2] and click on the Highrise 'Connect' button [3].

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Fill out the form with your Highrise information:

  • Add your Highrise sub-domain in 'Account Name' [4]
  • Select the appropriate boxes [5] to synchronize contacts, interactions and conversation history.
  • Click on 'Connect Highrise' [6].

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You will be redirected to a new page, where you need to enter your Highrise credentials.

Enter your 'Email or username', and press 'Next' to enter your password [7].

 Highrise_login.png

In the new page that opens, select 'Yes, I'll allow access' [8] to give Talkdesk permission into your Highrise account.

Highrise_access.png

Once this is done, you will see a message from Talkdesk informing that the integration has been set up successfully.

The Talkdesk and Highrise integration is now complete and information will be automatically synchronized between the two accounts.

 

 

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