This article defines how data will be pushed from Quoter to Highrise CRM. Learn more about integrating with Highrise in this article.
When creating a Quote in Quoter, you can search for an existing Highrise CRM Contact using our Person Search feature or create a new one automatically.
The following Highrise Contact or Company fields are searched when using Person Search:
When creating or editing a new Person in Quoter, the information will be pushed to a Highrise CRM Contact and Company. Quoter will try to match Contacts by email address and Account by name. If nothing is found in Highrise CRM, a new entry will be created, otherwise Quoter will use the first result found.
When a Quote is created, the Highrise Deal will be added to the Highrise Contact with the value of the Quote (requires Create Deals setting to be enabled)
If Create Deals setting is not enabled, a Note with an overview of the Quote (Name, Template Name, Total upfront amount, Total recurring amount, Status, and link to Quote PDF) will be added to the Contact.
When a Quote is updated, the existing Highrise Deal will be updated with the value of the Quote.
If Create Deals is not enabled, a Note with an overview of the Revised Quote will be added to the Contact.
When a Quoter Quote is won or lost, and Create Deals is enabled, Quoter will update the status of the Highrise Deal.