Integrate Happyforms with Highrise
Send information between Happyforms and Highrise automatically, without writing any code, using Zoho Flow.
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Create a new contact in Highrise whenever a form is submitted through Happyforms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Highrise using the form responses obtained from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact in Highrise.
Create a new contact in Highrise whenever a form is submitted through Happyforms
Happyforms + Highrise
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Supported triggers and actions
Integrate Happyforms and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
Similar apps
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
