How can we Help?

Automating tasks in your Highrise Integration

Follow

With automated tasks, your agents can stay busy handling calls and avoid manually updating two systems. You can create the following rules (and more) to keep your agents busy work to a minimum:

  • When a new contact calls, create a task, an event, a note or a contact in Highrise
  • When a contact is created in Talkdesk, create the contacting Highrise
  • When a note is created in Talkdesk, create a note in Highrise
  • When an outbound call ends in Talkdesk, log a call in Highrise

Automated tasks will help to streamline the support and sales process and enhance the quality of service that your team provides to customers.

To configure an automated task, please follow these steps:

  • Log into your Talkdesk account as an Administrator.
  • Click the “admin” [1] tab. 
  • Click on “integrations” [2] and click the Highrise “settings” button. 
  • Click on “add new automated task” [3]. 
  • Customize the automated task according to your needs [4].
  • Click on “save”.

Example:

Follow these steps to set up an automated task for missed calls in Talkdesk. When a call is missed, Talkdesk will automatically create a task in Highrise.

Select the trigger as “when a called is missed” [5] in Talkdesk then “create a task” [6] in Highrise. Talkdesk will automatically send a task to Highrise each time there is a missed call. 

You can customize the description of the task sent to Highrise by dragging the relevant fields into the text boxes, such as:

Caller’s name: {{contact.name}} (drag the “contact name” trigger field) [7]

Caller’s email: {{contact.email}} (drag the “contact email” trigger field) [8]

Due Date: {{time.now}} (drag the “present time” field) [9]

Public: False [10]

Notify: False [11]

Once finished, click “save” to activate the automated task.  You can disable this trigger by turning it off [12] anytime. 

Have more questions? Submit a request

Comments

Powered by Zendesk