Formidable Highrise

When a visitor submits a Formidable Forms form, Formidable Highrise sends the submitted information to Highrise CRM. This gives businesses a direct path from website lead capture to CRM record creation, reducing the need to transfer form details by hand. It fits sites that use Formidable Forms to collect prospective customer information and rely on Highrise to organize those contacts.

Field mapping lets you match Formidable Forms fields with their corresponding Highrise fields, so entries can be arranged to suit your CRM records. The plugin supports multiple forms, which can be used for different campaigns or product lines. Form submissions can also trigger workflows and follow-ups, helping sales and marketing teams manage responses from within their lead process.

Features

• Send entries to Highrise: Form submissions are sent to Highrise CRM, bringing website lead details into the system used to organize contacts.
• Map form fields: Match Formidable Forms fields with corresponding Highrise fields to shape how submitted information is entered in the CRM.
• Connect multiple forms: Use the integration with multiple lead capture forms for different campaigns or product lines.
• Trigger follow-ups: Use form submissions to trigger workflows and follow-ups as part of your customer engagement process.
• Transfer data automatically: Send lead information to Highrise when a visitor submits a form, without manually transferring each entry.
• Keep CRM records consistent: Direct transfer of form data helps reduce entry errors and keep contact records consistent in Highrise.

Best for

• WordPress sites using Formidable Forms
• Businesses managing leads in Highrise CRM
• Teams running multiple lead capture forms