Creating new account from email forms
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My request is quite simple but I’ve not cracked it yet. We have web forms on our web site to collect enquiries. Each web form generates an email which we receive and deal with as appropriate. I would like the web form enquiries to automatically create a new person account in Highrise. I have full control of forwarders and email accounts, but have not yet found a combination that achieves this. We really need this to streamline our work flow. All solutions welcome. :-) |
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I’m a developer that can create the contacts in Highrise from a web form, just as you are requesting. jobs [at] foster2 [dot] com Jeff |
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Hi, So are you saying this can only be achieved trough custom development? It’s not possible to do this by any other means? I’m sure this is a common requirement and someone must have a solution/workaround. |
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Currently there is no “native” way to do what you are asking. The reason I know is because I had the same need, and after much testing, realized that at least a very small customization was needed. You need a couple of small tweaks to your web form that will allow Highrise to read your email correctly. Please feel free to contact me. I am available via phone and chat also. |
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Ok you got me on the line. :-) Will be in touch. Away for a week so it won’t be immediate. |
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Update. I contacted Jeff. We use Wufoo forms and they don’t permit the modifications he would need to make. The search goes on…. |
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Just got my PHP form to work. You need to trick Highrise into thinking it’s getting a forward from your email address. - I added a second set of variables to customize the message being sent to Highrise, and to change the ‘from’ address to be the email address corresponding to the dropbox address being used. Highrise will receive the email thinking it was forwarded from you, and as long as you have a proper “From: Name <email@email.com>” in the message body somewhere, it should add the person and the message just fine. I’m not entirely sure how to include details like “Company” and “Phone Number”, assuming these were part of the original form fields. Guess this is where the API comes in. |
