Highrise

highriseTo set up call2CRM to interact with Highrise¬†you’ll need your API Authentication Token

  • Start by logging into Highrise
  • Click on Account and Settings at the top right of the screen
  • Click on My info in the drop down list
  • API token is then an option towards the middle of the screen.

You will also need to know your domain prefix which is what you use to log into Highrise, for example https://enhancingbusinessesltd.highrisehq.com/¬†you need the enter the ‘enhancingbusinessesltd.

Premium Users

If you opt to upgrade to our premium features you will:

  • Get the option to write notes about each call
  • Be prompted whether you want to add the call details to your CRM (you might not want the boss know you had an hour long call with your wife!)
  • Be prompted to save your choice so it’s not asked again, i.e. never add details of calls to your wife to the CRM