Highrise Integration Activation

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:

Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article

  • Log in to your Talkdesk account as an Administrator.
  • Click on the Admin section [1]
  • Select the Integrations tab [2].
  • From the “Integrations Manager” page, click Add New Integration [3].


  • Find Highrise and click Add Integration [4].


  • Fill out the form with your Highrise information:
    • Add your Highrise sub-domain in ”Account Name” [5]. 
    • Select the appropriate boxes [6] to synchronize contacts or agents and to load interactions or conversation history.
    • Click on Connect Highrise [7].


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 [8].


  • On the next page, select Yes, I'll allow access [9] to give Talkdesk permission to access your Highrise account.


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

The integration between Talkdesk and Highrise is now complete and you can start adding your automations.

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