Highrise CRM Integration

Are you looking for a drag and drop Highrise CRM integration solution to integrate Highrise CRM with an accounting, ERP or industry specific application?

Codeless Platforms' Highrise CRM Integration connector and its drag and drop tools enable businesses to quickly and simply integrate Highrise CRM with on premises or cloud-based business software.

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Highrise CRM Integration Scenarios and Benefits

Common Highrise CRM data integration and synchronisation scenarios include:

  • Integration with an industry specific or bespoke application
  • ERP integration
  • Automated data entry
  • eCommerce integration
  • Email Marketing Tool Integration
  • Workflow authorisation requests

By integrating Highrise CRM with your other on-premise or cloud based business applications you will be able to:

  • Eradicate the manual rekeying of data between your ERP and Highrise CRM system
  • Improve the visibility of and access to important information
  • Include Highrise users in workflow decisions that start or end outside of Highrise e.g. Account placed on hold within an accounting or ERP solution.
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Highrise CRM Integration starts from...

Connector Pricing

Highrise CRM

One time purchase

$665

BPA Server

Standard Product Base Server

Starts from:

$2,527

Highrise CRM API Documentation

View the Highrise CRM API Objects and Functions exposed by our Connector

People

People Management

Delete

  • Delete People

Get

  • Get Companies
  • Get People
  • Get People 500
  • Get People Id
  • Get People Since
  • Get People Tag Id
  • Get People Title

Post

  • Post People

Put

  • Put People

search

  • Get People Search
  • Get People Search Criteria

Categories (Tasks Deals)

The categories API is identical for both Task categories and Deal categories with the only difference being the URL. For Task categories the API should be prefixed with task_categories and for Deal categories deal_categories.

Delete

  • Delete Category

Get

  • Get Categories
  • Get Category

Post

  • Post Categories
  • Post Category

Put

  • Put Category

Companies

Company Management

Delete

  • Delete Company

Get

  • Get Companies Offset
  • Get Companies Since
  • Get Companies Tag Id
  • Get Company

Post

  • Post Companies

Put

  • Put Companies

search

  • Get Companies Search
  • Get Companies Search Criteria

Cases

Cases use kase and kases in the XML to work around the problem of case being a reserved word in Ruby.

Delete

  • Delete Case

Get

  • Get Case Id
  • Get Cases

Post

  • Post Case

Put

  • Put Case

Deals

Deal Management

Delete

  • Delete Deals

Get

  • Get Deal
  • Get Deals
  • Get Deals 500
  • Get Deals Since
  • Get Deals Status
  • Get New Deals

Post

  • Post Deals

Put

  • Put Deals
  • Put Deals Status

Notes

Note Management 

Destroy

  • Destroy Note

Get

  • Get Note
  • Get Notes
  • Get Subject Id Notes

Post

  • Post Note

Put

  • Put Note

Emails

Email Management

Delete

  • Delete email

Get

  • Get email
  • Get emails

Post

  • Post email

Put

  • Put email

Comments

Comment Management

Delete

  • Delete Comment

Get

  • Get Comment
  • Get Comments

Post

  • Post Comment

Put

  • Put Comment

Tags

The tags API allows you to add update and delete tags from parties (people and companies) cases and deals.

Delete

  • Delete Tag

Get

  • Get Subject Type Id Tags
  • Get Tagged Parties
  • Get Tags

Post

  • Post Tag

Tasks

Tasks either use the general frame tag like the example below with today or they'll use the specific due-at tag if they have a set time and specific day as well.

Delete

  • Delete Task

Get

  • Get All Tasks
  • Get Task
  • Get Tasks
  • Get Tasks Assigned
  • Get Tasks Completed
  • Get Tasks Today
  • Get Tasks Upcoming

Post

  • Post Complete Task
  • Post Tasks For Specific Time
  • Post Tasks For Time Frame

Put

  • Put Task

Users

User Management

Get

  • Get Me
  • Get User
  • Get Users

Groups

The authenticated user needs to be an administrator to perform these actions.

Delete

  • Delete Group

Get

  • Get Group
  • Get Groups

Post

  • Post Group

Put

  • Put Group

Memberships

For linking users and groups together. The authenticated user needs to be an administrator to perform these actions.

Delete

  • Delete Membership

Get

  • Get Membership
  • Get Memberships

Post

  • Post Membership

Account

The account API is currently just for reading not writing. Any authenticated user has access.

Get

  • Get Account

Parties

Delete

  • Get Deleted Parties

Get

  • Get Recently Viewed Parties

search

  • Get Search Parties

Recordings

Recordings Management

Get

  • Get Recording Since
  • Get Recordings

Custom Fields

Use the custom fields API to define rename and delete custom fields on an account.

Delete

  • Delete Custom Field

Get

  • Get Custom Fields

Post

  • Post Custom Field

Put

  • Put Custom Field

Deletions

Review Deleted Items

Get

  • Get Deletions
  • Get Deletions Since
Data Integration & Synchronisation

Data Integration & Synchronisation

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Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

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