Highrise + Repsly

Highrise + Repsly integrations

Add Repsly clients to Highrise

Highrise makes task & client management simple, much in the same way Repsly does. Now with Zapier integration, there's no reason to only choose one. Automatically add any new clients created in Repsly to your Highrise contact list, with one easy to create Zap. Manage your clients and communicate with your team easily, using Repsly and Highrise together.

When this happens...
New Client With DetailsTriggers when a new client is created.
TriggerPolling
automatically do this!
Create/Update a ContactTriggers when a new contact is added to Highrise.
ActionWrite

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More things you can do with Repsly and Highrise

Discover other triggers and actions you can use with Repsly and Highrise

- Choose an Audit
  Required
Trigger
Polling
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New Client With Details
Triggers when a new client is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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New Schedule
Triggers when a new schedule is created.
Trigger
Polling
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New Visit Start
Triggers when a new visit is created.
Trigger
Polling
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New Workday End
Triggers when representative ends a workday.
Trigger
Polling
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- Code
  Required
- Name
  Required
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
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- Choose a Form
  Required
Trigger
Polling
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New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
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New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
Try It
- Code
  Required
- Name
  Required
- Product Group Code
- Product Group Name
- Active
  Required
- Tag
- Unit Price
  Required
- Ean
- Note
Action
Write

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add Highrise contacts to Repsly

Related Zap Templates

Add Highrise contacts to Repsly