Gravity Forms Highrise

Gravity Forms Highrise is a powerful CRM integration plugin that connects your Gravity Forms submissions directly with your Highrise account. Designed to streamline lead generation and contact management, this plugin allows you to automatically create new contacts, deals, tasks, and notes within Highrise every time a user submits a form.

Whether you're running a small business or managing large-scale sales pipelines, this integration automates the manual process of copying data, helps keep your CRM up-to-date, and accelerates your workflow from lead capture to client follow-up.

Key Features

Automatic Contact Creation
Seamlessly create new contacts in Highrise from Gravity Forms submissions, with all mapped fields sent directly to the CRM.

Custom Field Mapping
Match Gravity Forms fields to corresponding Highrise contact fields such as name, phone number, email, company, or custom fields.

Create Deals and Opportunities
Optionally assign submissions to new Highrise deals, track pipelines, and set priorities directly from form entries.

Add Notes and Tasks
Generate notes or tasks tied to contacts automatically to ensure follow-up actions are scheduled without delay.

Tagging and Categorization
Apply Highrise tags to contacts or deals based on form input for easy filtering and segmentation in your CRM.

Conditional Logic Integration
Use Gravity Forms conditional logic to control when data is sent to Highrise—perfect for multi-purpose or gated forms.

Duplicate Detection
Prevent duplicate contact entries by checking existing records using email or other unique identifiers.

Multi-Form Support
Use different forms for different Highrise actions or pipelines. Each form can have its own settings and field mappings.

Developer-Friendly Hooks and Filters
Customize the integration process with action hooks and filters for deeper CRM automation or business logic.

Secure API Communication
Connect to Highrise securely via API tokens, ensuring data integrity and privacy.

Ideal Use Cases

Lead capture forms that send contacts straight to Highrise
Client onboarding forms with auto-created tasks and notes
Contact or quote request forms tied to sales pipelines
Newsletter signups or gated content that trigger CRM tagging
Business development teams managing follow-ups through Highrise
Freelancers and agencies automating project inquiry tracking

Benefits

Automates lead management with no manual data entry
Keeps your CRM clean, consistent, and always up to date
Reduces the risk of follow-up delays or missed contacts
Improves team collaboration with auto-created notes and tasks
Supports fast, reliable integration for all Gravity Forms
Ideal for teams using Highrise for sales, support, or marketing

Summary

Gravity Forms Highrise offers a seamless bridge between your WordPress forms and the Highrise CRM platform. By automatically capturing form data and syncing it to your CRM, it helps streamline your workflow, improve team communication, and accelerate lead-to-client conversion. Whether you're capturing leads, scheduling follow-ups, or tracking sales opportunities, this plugin ensures that your business runs smarter and faster—without the need for manual data entry.