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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 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].

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  • Find Highrise and click Add Integration [4].

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  • 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].

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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 [8].

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

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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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