You are looking for how to integrate Highrise with Magento 2, here is the article that you must know if you don’t want to be an old-fashioned store owner.
First, you need to understand what Highrise is?
Highrise is a perfect CRM solution that includes the function of managing customer communications and storing all customer information. It can also track business transactions and allow you to import data from your Magento store.
In addition, Highrise is a great tool to help your business perform better. It saves you time in managing customer data as well as helps increase the conversion rate dramatically.
Remember bookmarking this tutorial to use whenever you need them.
After logging into Zapier, choose
Make a Zap to start integrating
choose a Trigger Appthat you want to integrate with your Magento 2 store.
select Magento 2.x Triggerin the drop-down list such as new customer, then
save + continue
select Magento 2.x Account. You need to enter full domain, admin username and admin password of your Magento 2.x store as an image below:
Save + Continue:
Choose an Action Appfield, select
create contactand click on
select Salesforce accountby the way: Click on
Connect an Accountand follow the guide.
Save + Continue
Continue, you set up template in this step. Please
Set up Highrise contact, you need to enter all required information that includes in that, then, select
Now, you have tested
Highrise sucessful. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Highrise with Magento 2.
Want to apply these above Invoice templates for your store?