How to Integrate Picreel With Highrise
Connecting Picreel with Highrise lets you transfer all your contact information to the Highrise database. With this, you can manage your contacts efficiently and keep track of your prospects.
Benefits of connecting Picreel with Highrise:
1. It automates the encryption of data between Picreel and Highrise
2. It lets you keep track of essential leads
To connect Picreel with Highrise:
Step 1: Log in to your Picreel account.
Step 2: Go to Leads and click on ‘Mail Apps.’
Step 3: In the integration window,
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Click on ‘Highrise.’
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Enter your Account ID and Token value.
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Check ‘Live export after Submit.’
Step 4: Click on ‘Save.’
To get the Token parameter value:
Log in to your Highrise dashboard, and navigate to ‘Account and settings.’ Click ‘API token.’
You have successfully connected Picreel with Highrise.