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Description

Formidable Forms Highrise CRM addon bridges the gap between your WordPress forms and Highrise CRM. When a visitor submits a form, the addon automatically creates or updates contacts in Highrise, eliminating manual data entry and ensuring your CRM stays synchronized with website inquiries.

CRM Integration Features

• Map Formidable Forms fields to Highrise contact fields
• Create new contacts or update existing records on form submission
• Add notes and tags to Highrise contacts from form data
• Associate form entries with Highrise deals and cases

Workflow Automation

The addon streamlines the lead-to-contact pipeline. Form submissions on your website automatically populate your CRM, allowing sales teams to follow up promptly without waiting for manual data transfers. Tags and notes from form context help qualify leads from the start.

Business Applications

• Contact forms creating CRM entries for sales follow-up
• Lead generation forms feeding into the sales pipeline
• Support request forms creating Highrise cases with contact details
• Event inquiry forms tagging contacts by interest area