How to integrate with Highrise
- To configure the integration of your Highrise account and a mobile form, open the mobile form edit window and click the “Integration Wizard” link:
Then click on “Configure”:
Put your Highrise URL, password and API key, and click the “test” link to make sure your access information is valid.
Then save your data and click the “create new” button.
The Api token you can find on your Highrise account. Go to “Account & settings” -> “My info” – >”Api token”:
and copy your Authentication token:
In the Mobile Form Integration window select a domain and page you need to integrate.
And then set up the field mappings (e.g. “connect” the fields on your mobile form to the attributes (fields) in Highrise). By default the First Name field of your mobile form is always mapped with Highrise mobile First Name field.
To check that your integration rule configured properly, you can open your mobile form and submit it with the test data.
Mobile contact information should appear on your Highrise account on the “Contacts” tab: