Integrate ClickDesk with your HighRise CRM
Engage with your contacts and add their information into HighRise account from your Google talk or Skype
HighRise CRM Helpdesk
Highrise is user friendly and efficient CRM to organize email, notes and keep track of the contacts, proposals, followups and deals. ClickDesk Highrise addon helps you to receive live chat and VoIP calls on your website and auto-update your Highrise account.
Highrise live chat Addon
HighRise CRM helpdesk plugin Features
- Pull the contact details to your operators' IM from HighRise contacts instantly when the lead initiates live chat on your website
- Add new contacts, notes and post-chat transcript directly form your IM to your HighRise contacts
- Visitors live-chat or VoIP call from your website - Operators respond on Google talk or Skype
- No installation of any software or coding knowledge needed. Just enter your HighRise URL and API token to get started
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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 Preferences -> Plugins and scroll down to find the Highrise block
- Enter your API token, Highrise URL and save the details to enable the plugin. Do not change the 'Highrise Query' field
Step 3: Retrieve lead details
- Highrise plugin is now active on your account
- When a customer enters your website and leaves his email to initiate a live chat, the operator receives customers' information directly on their IM
- Clicking on the profile link in the IM shall directly open 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 members in the team to go through the situation at a later stage and 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 for future reference and Quality analysis of the live chat
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 a desired message to the particular contacts's note even during the live chat
- To add a note for the existing contact at any time during the chat conversation, send /note message in Gtalk or \note message in Skype
