Simple CRM with Highrise
Adding the same contacts to two different systems is time consuming and a hassle. Our new integration with Highrise makes it easier to manage your contacts in both systems.
Highrise is a CRM by cloud solutions provider 37signals. Many of our customers manage their contacts with Highrise, so it made sense for us to connect the two systems by building a free integration.
The integration imports every contact under a tag of your choice into Xero. Then it updates those contacts four times a day without you lifting a finger.
If you have a specific billing contact in an organisation, the integration will add this information to the organisation’s contact in Xero rather than creating a new contact. This means less time spent searching your contacts for the right person.
It also adds a handy extra link to each contact in Xero. This link takes you to the more-detailed Highrise entry so you can read your email history, contact notes and other important information.
Check it out:
Help Center has more detail on setting up and using your new Highrise integration.
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