How to integrate Highrise with Magento 2

Vanessa
Vanessa Updated: November 28, 2020

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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.

How to integrate Highrise on Magento 2

To integrate Highrise

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Highrise account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Highrise into this step to get all information from your Magento 2.x store.

Step 1: Sign up the Zapier account

Step 2: Sign up the Highrise account

After logging into Zapier, choose Make a Zap to start integrating

Sign up the Highrise account

Step 3: Integrate Magento 2.x

  • In this set up step, choose a Trigger App that you want to integrate with your Magento 2 store.

Integrate Magento 2.x

  • After that, select Magento 2.x Trigger in the drop-down list such as new customer, then save + continue

Integrate Magento 2.x

  • Then, connect an account to 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:

Integrate Magento 2.x

  • After creating your Magento 2.x account, the screen will display as the following image, and please choose Save + Continue:

Integrate Magento 2.x

  • Ok, test Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Highrise

  • In Choose an Action Appfield, select Highrise

Integrate Highrise

  • Then, select Highrise action as create contact and click on Continue:

Integrate Highrise

  • Next, you need to select Salesforce account by the way: Click on Connect an Account and follow the guide.
  • Please enter all required information in this page and click on Save + Continue

Integrate Highrise

  • 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 Continue box.

  • Now, you have tested Highrise sucessful. Finally, choose Finish and set the name your zap to complete.

Integrate Highrise

  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

Integrate Highrise

  • After all, here is the contact that you have just created.

Integrate Highrise

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Vanessa
Vanessa
Vanessa is a content executive at Mageplaza. Cooking and reading books are her passion. Her particular hobby is travelling, helping her discover all around. She is an energetic marketer with the hope of making her words magical.

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