Highrise

Integration

Developed by Talkdesk

Updated 03/04/2021

Integrate your call center and CRM applications for more effective agents and satisfied customers

Highrise is a CRM platform for small and medium businesses focusing on relationship management for the entire lifetime of your customers. Integrate Highrise with Talkdesk so you serve customers with a better, more personalized experience and your agents with a more effective and simple process. Surface customer information to your agents before they start the call and eliminate the need for agents to search multiple screens to find key insights.

Key features

Customized Information

Customize the data that is synchronized between Talkdesk and Highrise according to your business needs. When your systems are populated with the right information, your agents can focus on what matters most: fostering customer loyalty.

Two-Way Data Synchronization

Talkdesk automatically synchronizes contacts, notes and tasks between Highrise and Talkdesk in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

Streamline Agent Workflow

Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain Talkdesk events to automatically trigger Highrise actions.

Quick and Easy Setup

Effortlessly configure the Talkdesk Highrise Integration - no programming required! All you need is your Highrise account information and you can synchronize data and instantly increase your team’s efficiency.

Personalize Every Interaction

Talkdesk instantly displays a customer’s Highrise contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform Highrise actions within Talkdesk. Agents will be able to create contacts, notes and tasks without ever leaving Talkdesk.

Additional information

Categories

Crm Sales & Marketing