Formidable Forms – Highrise CRM

Description

Formidable Forms Highrise CRM Plugin is a seamless integration tool that connects your WordPress forms with your Highrise CRM account. Designed for businesses and sales teams.

Formidable Forms Highrise CRM plugin allows you to automatically send form submissions as new contacts, tasks, or notes directly into Highrise simplifying your lead management process and improving follow-up efficiency.

Features

• Automatic syncing of form entries to Highrise CRM
• Create new contacts, cases, or notes from form submissions
• Map form fields to Highrise contact fields with ease
• Use conditional logic to control when data is sent
• Supports tagging and task assignments for lead tracking
• Integrates with all Formidable Forms Pro features
• Real-time connection to ensure up-to-date CRM data
• No manual data entry—save time and avoid errors

Use Cases

• Capture leads and instantly add them to Highrise CRM
• Assign follow-up tasks automatically based on form responses
• Create internal notes or tags for better sales segmentation
• Use form conditions to send qualified leads only
• Track inquiries, support requests, or client onboarding steps

Conclusion

Formidable Forms Highrise CRM Plugin is perfect for sales teams, agencies, and business owners who use Highrise to manage customer relationships. With automated syncing and customizable mappings, Formidable Forms Highrise CRM turns every form submission into a seamless entry in your CRM—ensuring no lead slips through the cracks.

Thank you for your trust and interest!

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