This app integrates information from the Highrise contacts tracking service into your agent interface.

  1. Go to Apps and click Highrise, then click Install.
  2. Enter the Highrise API URL: this is just the web address of your Highrise account, e.g. https://acme125.highrisehq.com.
  3. Enter the Highrise API Token from Account & Settings > My Info > API Token:

../_images/highrise-authentication.png

  1. Select which of the two Highrise widgets you want to enable:

    • The ticket widget adds a Highrise tab on tickets, providing a quick link to Highrise information.

      ../_images/highrise-ticket-widget.png

    • The profile widget adds a Highrise section when viewing a user’s profile from the agent interface.

      ../_images/plugins-highrise-userprofile.png

  2. Click Install App.

Published: 23/03/2017

Last updated: 27/10/2017