Ninja Forms Highrise CRM 3.0.0

Ninja Forms Highrise CRM

The developers behind the popular project management platform Basecamp also developed the customer relationship management (CRM) application Highrise. With the assistance of the customer relationship management tool, you will be able to generate a website for each user, on which you can monitor their form submissions and entries. You can use a simple settings page to configure any form so that it will automatically submit contacts to your Highrise account. After that, any time a Formidable form is completed, your leads will be added to your Highrise CRM account.

Create tags for your acquaintances and enter any other personal information you’d like to include. After that, you will be able to use the newly added leads and contacts in Highrise from your Highrise account in exactly the same way as you would use any other contact in Highrise. To convert prospects into customers, you can do so by downloading the Highrise CRM WordPress plugin.

Ninja forms Highrise CRM Plugin Are you seeking to get rid of the headache that comes with maintaining your custom integration to Ninja forms Highrise CRM Plugin? Remove the obstacles that prevent the physical transfer of data from WordPress. How do you get around the restrictions imposed by your existing form builder’s integration?

Regardless of the challenges you face, the legitimate integration between Ninja Forms and Highrise CRM will help you overcome them. The team behind Highrise CRM has developed a service that places an emphasis on both the convenience of using its tool to form relationships with customers and the functional simplicity of those relationships. We understand that these benefits are significant to you as a consumer of their service, and this extension has been developed with that understanding in mind. Connecting your WordPress website to Highrise CRM is now more straightforward than it has ever been before. Through the use of WordPress and Ninja Forms, you will have access to the complete capabilities of their service.

Effortlessly map form fields to flow into Highrise CRM

Simply open any form within the Ninja Forms builder and add a Highrise CRM action. You can do this from the convenience of your own home. After that, combining your forms with the Highrise CRM service is as simple as clicking a few buttons on your computer cursor. Because of this collaboration, it is simple to add:

• Contacts
• Companies
• Deals
• Notes
• Tasks
• Tags

Added details capture the data you need to build lasting customer relationships

It is the attention to the specifics that contribute to the development of robust customer relationships that sets Highrise CRM apart from the competition, and no collaboration with their service would be considered complete without making use of those additional features.

You will have an easier time gathering particular data about your clients if you make use of the Ninja Forms add-on. Take, for instance:

• Obtain geographic information for new Contacts, such as home and work, complete with street addresses, and home, work, and mobile, complete with phone numbers.
• Share supplementary information with each and every transaction by making use of values such as Price Type (fixed, hourly, monthly, or annual), Condition (pending, won, or lost), and Duration.

You have the ability to change the accessibility settings for all of this data so that it is visible only to Owner, Everyone, or any of your Highrise Groups!