Highrise Tutorial

Introduction

Highrise is a web-based CRM software used by many small and medium-sized businesses. The Userlike integration enables you to push valuable chat contacts to your Highrise account. Always be prepared for your next call, meeting, or sales pitch.

Register account

Step 1

Go to the Addons section and select the Highrise configure option.

Step 2

Here you can enter your Highrise URL and your API Token.

Highrise Credentials

You can find your Token in your information page in Highrise.

Sending offline messages to Highrise

After the configuration process you can send offline messages to Highrise. This will create a new contact person and a ticket.

Sending chat transcripts to Highrise

The same function is available for sending chat transcripts to Highrise. You can also trigger the action from a chat session with a chat command.

  • $highrise - Create Highrise contact and note from current chat