Formidable Forms – Highrise CRM

Formidable Forms – Highrise CRM

Formidable Forms – Highrise CRM Add-On is a powerful WordPress plugin designed to seamlessly connect your Formidable Forms with Highrise CRM, the acclaimed customer relationship management tool developed by the creators of Basecamp. This integration empowers businesses and website owners to automatically funnel form submissions into their Highrise CRM accounts, streamlining lead management and nurturing processes with unmatched efficiency. By bridging your website’s contact forms with your CRM, you save valuable time while ensuring no potential customer lead gets lost or overlooked. What makes the Formidable Forms – Highrise CRM Add-On truly unique is its effortless setup and flexible configuration that allow you to assign tags, personalize contact information, and track every user’s form entries directly within Highrise. This add-on transforms any Formidable form into a dynamic lead capture mechanism, enhancing your sales funnel and improving customer relationship management. Whether you are running marketing campaigns, collecting inquiries, or managing registrations, this integration provides a centralized hub for your contacts, making follow-ups and conversions more systematic and productive.

Key Features

• Automatic Lead Capture – Instantly send form submissions to your Highrise CRM account, ensuring timely and accurate customer data collection.
• Easy Setup & Configuration – Quickly connect any Formidable form to Highrise with a simple settings page, requiring no coding knowledge.
• Customizable Contact Information – Add personal details and tags to contacts for detailed segmentation and targeted follow-up.
• User Submission Tracking – Create individual user pages within Highrise to monitor form entries and interactions effectively.
• Seamless CRM Integration – Manage new leads within Highrise just like any other contact, streamlining your sales workflow.
• Included in Formidable Plus Plan – Access this premium add-on as part of Formidable Forms’ Plus plan and higher, delivering advanced CRM capabilities.
• Supports Multiple Form Types – Compatible with various forms including surveys, registrations, contact forms, and more for comprehensive data management.
• Boost Lead Generation – Optimize lead capture by leveraging Formidable Forms’ drag-and-drop builder coupled with the CRM integration.
• Reliable Customer Support – Benefit from dedicated assistance and resources from the Formidable Forms community and development team.