Boost business efficiency with Highrise CRM integration
Engage with your customers and add their Highrise account information into your Google talk or Skype directly.
Highrise CRM Helpdesk
Highrise is user friendly and efficient CRM used to organize email, notes and keep track of contacts, proposals, follow-ups and deals. The ClickDesk-Highrise plugin helps you receive live chat and calls on your website and also auto-update your Highrise account.
Highrise live chat Addon
Highrise CRM plugin Features
- Get complete information of the web visitor from your Highrise CRM. Lookup visitor's email in Highrise and get all the relevant visitor information from CRM.
- Add new contacts, notes and post-chat transcript directly from your IM.
- Get a powerful combo (chat, call and helpdesk) in a one-click installation and setup. Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
- No additional software or hardware installations needed for you or your operators.
- Get complete visitor information - Visitor name, email, location, pages or products browsed and more.
- Visitors can call you straight from their browser, Skype or they can use our free local access numbers available in 40 different countries.
Trusted by more than 50,000 Businesses
Built on AppEngine and Amazon for Guaranteed 99.95% Uptime
ClickDesk - Highrise CRM Live Chat Integration Guide
Step 1: Get API Key
- Log into your Highrise account.
- Go to Accounts & settings ->My info and click on the "API token" tab.
- Copy the API authentication token or regenerate the token and copy it.
Step 2: Enable the Plugin
- Login to your ClickDesk Dashboard.
- Go to Live chat -> Plugins & Integrations and click on the Highrise block.
- Enter your API token, Highrise URL and save the details to enable the plugin. You need not change the "Highrise Query" field.
Step 3: Retrieve lead details
- The Highrise plugin is now active on your account.
- When a customer visits your website and enters his email to initiate a live chat, the operator receives the customer's information from Highrise directly on their IM.
- Clicking on the profile link in the IM opens the profile of that particular lead in Highrise.
Step 4: Add a new lead
- You can add a new contact to your Highrise CRM directly from your IM during the live chat with a potential customer.
- To add a contact during the live chat, send "/add" in Google Talk or "\add" in Skype. A new contact will be created in your Highrise with the Name and Email details auto filled.
Step 5: Add post-chat transcript
- Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track of the customer.
- Once the integration with Highrise is setup, the post-chats are automatically added to the leads profile in the notes section.
Step 6: Add a Note Manually
- Besides the full chat transcript (post-chat) that gets added after the end of chat conversation, the operator can add detailed notes to the contacts in Capsule directly from the live chat session.
- To add a note for existing customers at any time during the chat conversation, send the "/note YourMessage" command in Gtalk or "\note YourMessage" in Skype.
