Setting Up the Highrise Add-On

Setting Up the Highrise Add-On

Pre-RequisitesSetup

The Highrise CRM service is no longer in development, and no new accounts can be created. As of November 2019, we have deprecated the official Gravity Forms plug-in which is no longer available for download.

Pre-Requisites

Download and install the add-on
A Highrise account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Highrise tab.
Enter your Account URL and API Token. Your API token can be obtained by logging into your Highrise account, clicking on Accounts & settings -> My Info, and going to the Integrations tab.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API Token, you』re ready to begin creating a feed for the Highrise Add-On.

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