Integrate Highrise with CloudTalk

Send information between Highrise and CloudTalk automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Send a welcome email in CloudTalk for a recently created contact in Highrise

Send personalized welcome emails to every new contact in your relationship management software. This flow will trigger a welcome email in CloudTalk whenever a new contact is added in Highrise.

How it works
  1. The flow triggers when a new contact is created in Highrise.
  2. Zoho Flow sends an SMS message in CloudTalk.
+

Send a welcome email in CloudTalk for a recently created contact in Highrise

Highrise + CloudTalk

[esc]

Create a contact in CloudTalk each time a contact is created in Highrise

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in CloudTalk every time a contact is created in Highrise.

How it works
  1. The flow triggers when a new contact is created in Highrise.
  2. Zoho Flow creates a new contact in CloudTalk.
+

Create a contact in CloudTalk each time a contact is created in Highrise

Highrise + CloudTalk

[esc]

Add a new contact in CloudTalk whenever a new contact is added in Highrise

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in CloudTalk each time a new contact is created in Highrise.

How it works
  1. The flow triggers when a new contact is created in Highrise.
  2. Zoho Flow creates a new contact in CloudTalk.
+

Add a new contact in CloudTalk whenever a new contact is added in Highrise

Highrise + CloudTalk

Build your own integrations between Highrise and CloudTalk

Connect Highrise and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Highrise and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact 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

Send SMS

Sends an SMS message

Create agent

Creates a new agent

Create contact

Creates a new contact

Add activity

Adds an activity to an existing contact

Add note

Adds a note to an existing contact

Update contact

Updates the details of an existing contact

Update agent

Updates the details of an existing agent

Fetch contact

Fetches the details of an existing contact using ID or keyword

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.

CRM

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY