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How to Integrate Formidable Forms with Highrise CRM for Seamless Lead Management

Formidable Forms integration with Highrise CRM for lead management

Plugin Name

Formidable Forms – Highrise CRM

Licence

GPL - licensed

Price

Free

In today’s fast-paced digital world, managing leads efficiently is crucial for business success. For businesses that rely on seamless lead tracking and management, integrating a powerful form builder like Formidable Forms with a top-tier CRM like Highrise CRM can streamline processes and ensure you never miss out on valuable opportunities.

In this blog, we’ll walk you through the process of integrating Formidable Forms with Highrise CRM to help you capture and organize leads with ease.

Why Integrate Formidable Forms with Highrise CRM?

Before we dive into the step-by-step process, let’s first understand why this integration is a game-changer for lead management:

  • Automated Lead Capture: When someone fills out a form on your website, the data is automatically sent to your Highrise CRM account. This reduces the manual effort of entering lead information and allows you to focus on conversion.
  • Efficient Lead Organization: Formidable Forms collects structured data from your visitors, and Highrise CRM is designed to track and manage those leads effectively. Together, they help you stay on top of every interaction and convert more leads into customers.
  • Customization and Flexibility: Whether you need to customize your forms or your CRM’s lead data, this integration gives you the flexibility to make adjustments and streamline your workflows according to your business needs.

What You’ll Need

To integrate Formidable Forms with Highrise CRM, you’ll need the following:

  1. A Formidable Forms account: Formidable Forms is a popular WordPress plugin that allows you to create custom forms.
  2. A Highrise CRM account: Highrise is a simple but powerful CRM for managing contacts and sales pipelines.
  3. Formidable Forms Webhooks Add-On: This add-on enables you to send form data to external services like Highrise.
  4. Highrise API key: To authenticate and connect Formidable Forms with your Highrise CRM account.

Step-by-Step Guide to Integrating Formidable Forms with Highrise CRM

Now that we have the tools ready, let’s dive into the integration process.

Step 1: Install Formidable Forms and Webhooks Add-On

  1. Install Formidable Forms:
    • If you haven’t already, install the Formidable Forms plugin on your WordPress site. You can do this by going to your WordPress dashboard, navigating to Plugins > Add New, searching for “Formidable Forms,” and clicking Install and then Activate.
  2. Install the Webhooks Add-On:
    • Formidable Forms offers a Webhooks Add-On, which allows you to send form data to external services like Highrise CRM. To install this, go to Formidable > Add-Ons in your WordPress dashboard, find the Webhooks add-on, and click Install.

Step 2: Set Up Your Highrise CRM API Key

  1. Log in to Highrise CRM:
    • Open your Highrise CRM account.
  2. Get Your API Key:
    • Go to Settings > API Access. If you don’t have an API key yet, click on Create a New API Key. Copy this key as you’ll need it for the next steps.

Step 3: Create Your Form in Formidable Forms

  1. Create a New Form:
    • Go to Formidable > Forms > Add New and choose a blank form or use a template. Customize the form with fields such as name, email, phone number, and any other information you want to capture from leads.
  2. Configure Form Fields:
    • Add the necessary fields that match the data you wish to capture in Highrise CRM. For instance, Name, Email, Phone, etc.

Step 4: Set Up the Webhook to Highrise CRM

  1. Navigate to Webhooks:
    • After saving your form, go to the Settings section of the form and click on Webhooks.
  2. Add a New Webhook:
    • Click on Add New Webhook. In the URL field, enter the URL provided by Highrise CRM to send data. You’ll need to format the data appropriately according to Highrise’s API documentation.
  3. Map Form Data to Highrise CRM:
    • In the Data section, map the fields of your Formidable form to the corresponding fields in Highrise CRM. For example:
      • Form Field: Name → Highrise Field: Contact Name
      • Form Field: Email → Highrise Field: Contact Email
      • Form Field: Phone → Highrise Field: Contact Phone Number
  4. Authenticate with Highrise CRM:
    • Paste the API key you copied earlier into the authentication section of the Webhook settings in Formidable Forms.
  5. Test the Integration:
    • Save your settings and perform a test submission on your form. Check your Highrise CRM to ensure the data appears correctly.

Step 5: Automate Lead Management in Highrise CRM

Once the integration is live, every form submission will be automatically sent to Highrise CRM. Here’s how to streamline your workflow further:

  • Set up Automations: Create workflows in Highrise to send follow-up emails, assign leads to specific team members, or trigger other actions based on the lead data received.
  • Use Tags and Notes: Tag each lead with specific identifiers (e.g., “New Lead” or “Follow-up Required”) for better organization. You can also add notes to each lead’s profile directly from the form submission.
  • Monitor Lead Status: Highrise CRM allows you to track the progress of each lead, making it easier to identify which leads are ready for conversion and which require further nurturing.

Best Practices for Maximizing Lead Management with Formidable Forms and Highrise CRM

  • Regularly Review Your Forms: Make sure that the forms on your website are regularly updated to reflect any changes in your products or services. Updating your forms can improve lead quality and conversion rates.
  • Segment Leads Based on Data: By collecting additional information through custom fields, you can segment your leads based on location, product interest, or any other criteria that are important for your sales process.
  • Track Performance: Analyze the data from Formidable Forms and Highrise CRM to see which form submissions lead to conversions. This helps you optimize your form content and improve lead quality over time.