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.

 

Navigating to Mail Apps from dashboard

 

Step 3: In the integration window,

  • Click on ‘Highrise.

  • Enter your Account ID and Token value.

  • Check ‘Live export after Submit.

 

Picreel-Highrise Integration Window

 

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.

 

Locating the API token

 

You have successfully connected Picreel with Highrise.

 

 

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.