How to Integrate Picreel With Highrise
You can export your list of leads to custom systems like Highrise.
To integrate with Highrise, follow the steps listed here:
1. Log in to your Picreel account.
2. Click on the Leads category on the left side of your screen. There you can see emails entered via pop-ups.
3. Click the Export to CRMs button.
4. In the Account field, please, enter your Highrise account id (e.g. your_account.highrise.com). To get the Token parameter value, in Highrise system navigate to Account and settings. Click API token. Please, see the example below.
5. Check the Live export after submit checkbox to save all your leads automatically.
6. Click the Save button.