Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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Triggers when a new contact is added to Highrise.
Triggered when a new deal is added
Triggered when a new deal category is added
Triggers when a new company is added to Highrise.
Triggers when a new tag is added to Highrise.
Triggered when a new user is added.
Triggered when a new case is added
Triggered when a new task category is added
Triggers when a new company is added to Highrise.
Triggered when a new task is added
Triggered when a new group is added
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Triggers when a new custom field is created in Highrise.
Triggers when a new contact is added to Highrise.
Creates a new case.
Creates a new contact, or, if a contact exists, we will update it.
Creates a new deal.
Creates a new task associated with a case. Will create a new case if it doesn't exist
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Creates a new company if it does not exist yet.
Creates a new deal associated with a contact or person.
Creates a new task associated with a contact or person.
Creates a new task.