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Automating tasks in your Highrise Integration

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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 an inbound call starts in Talkdesk, create a contact, a note or a task in Highrise.
  • When a contact is created in Talkdesk, create a contact in Highrise.
  • When a note is created in Talkdesk, create a note in Highrise.
  • When an outbound call ends in Talkdesk, create a task 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:

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  • Log in to your Talkdesk account as an administrator.
  • Navigate to Admin [1] > Integrations [2].
  • Click on Highrise [3].

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  • Click Add New Automated Task or Add your first automated task for Highrise [4] if you don’t have any yet. This will take you to the automation configuration page.
  • Customize the automated task according to your needs.
  • Once finished, click Save at the bottom of the page. 

 

Example: Creating a task from a missed call

Let’s take the example of creating a task in Highrise when a call is missed in Talkdesk.

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In section 1, Choose a Talkdesk event and an action”, use the dropdown menus to configure a statement like “When a call is missed [5] in Talkdesk then create a task [6] in Highrise”. 

If desired, you can click Add filter in section 2, “Define event”, to fire this automation only when certain conditions are met. 

See our full documentation on Automated Tasks Filters for more information. 

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In section 3, “Define action”, you can customize the details Talkdesk sends to Highrise by dragging the relevant fields into the text boxes. For more information, read the article Automated Tasks Fields.

You can customize these fields according to your preferences, however, please note the Task body [7], Public [8], and Notify [9] fields are required for this automation.

Once the configuration is complete, click Save at the bottom of the page to activate the automated task. You can disable and re-enable this automated task at any time by switching the toggle to OFF / ON.

 

If you have any questions or would like any assistance, do not hesitate to contact us at support@talkdesk.com.

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